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花旗:資產質量改善助內銀次季增長,首選招行等股

花旗發表研究報吿指,按銀保監會,內地銀行業第二季於低基數效應下增長,加上人行的操作令貸款市場報價利率(LPR)下調的市場預期有所緩解,兩大消息都利好行業,而目前的調整提供了良好的買入機會。該行的行業首選包括招商銀行(3968.HK)和郵儲銀行(1658.HK),平安銀行(000001.SZ)和南京銀行(601009.SH)。

花旗指,資產質量改善,是推動內地銀行第二季度在低基數下增長的主要因素,不良資產覆蓋率高的銀行更具補充資本的動力。

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