《大行报告》大和升中国银河(06881.HK)评级至「跑赢大市」 目标价上调至5.2元
大和发表报告表示,中国银河(06881.HK)现价仅相当於其预测市帐率0.5倍,指市场对A股每日平均交易额及公司信贷风险的看法过於悲观,因此认为可趁机捞底。
该行补充,中国银河盈利表现受到每日平均交易额影响较大,估计每日平均交易额每改变10%,对盈利将有8%影响。该行将A股2021至2023年度每日平均交易额预测上调至1万至1.1万亿元人民币,且将中国银河今年度盈利预测上调近46%,目标价由4.1元升至5.2元,同时由「持有」升至「跑赢大市」评级。
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