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大行每日評級 | 野村升招行目標價14.9%至82.6港元

今日看點

1.野村維持招商銀行(03968)“買入”評級,目標價由71.91港元升14.9%至82.6港元,招行管理層指今年減少“過時產品”的壓力可控,未來會與摩根大通合作,以建立更全面的金融產品,正面因素包括今年貸款需求強勁、存款結構改善,以及市場利率穩定。

2.美銀證券重申華潤啤酒(00291)“買入”評級,目標價由86.2港元升5%至90.5港元,並看好公司2020-22年核心盈利增長倍增,管理層稱,公司市佔率或由2020年的20%提升至2025年35%-40%的水平,有信心在2025年成爲中國第一啤酒品牌企業(目前排名第三),並指公司正採用本地品牌與國際品牌雙向平衡發展的策略,目前國際品牌仍處於初期階段,相信未來可通過提價來應對成本壓力。

3.美國銀行對輝瑞(PFE)維持“中性”評級,目標價40美元,分析師稱,推廣新冠疫苗接種的最佳情況應該會持續到今年下半年,但新冠疫苗業務的持久性存在不確定性,且預計,在2025年末至2029年初,輝瑞超過35%的2020年主要產品將喪失專利保護,公司的長期增長存在不確定性。

【招商銀行、華潤啤酒、輝瑞等支持10倍槓桿日內交易】

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