《大行報告》大摩相信郵儲銀行(01658.HK)股價60日內將升 評級「增持」
摩根士丹利發表技術研究報告,料郵儲銀行(01658.HK)股價60日內將升,發生的可能性料有60%至70%,評級「增持」,目標價7.1元。
該行引述傳媒報道,指內地銀行存款將實施定價改革,目標是降低銀行資金成本,該行估計平均定期存息將降20個基點,並估算郵儲銀行淨息差料將改善14個基點,兩年時間淨利影響將升17%,除了在存款息率改革可為銀行帶來盈利潛在上行,該行認為郵儲銀行仍有正面催化劑,包括是次季盈利受惠經濟表現或有強勁反彈,以及短期於收息策略方面定價或有潛在誤差。
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