《大行報告》匯豐研究升東亞(00023.HK)評級至「買入」 下調目標價至16.8元
匯豐環球研究發表報告指,東亞銀行(00023.HK)最壞情況似乎已過,東亞中國扭虧為盈,資產負債表去風險化,風險胃納亦回歸。在信貸增長復甦情況下,淨息差有機會改善,相信在下半年完成出售東亞人壽後或將派發特別息。
該行相信,東亞中期業績正面,釋除市場對東亞中國盈利能力及信貸質素的憂慮,並相信其可造就正面回報。該行上調東亞今年全年盈利預測34.2%,2022年及2023年則分別下調3.3%及8.8%,以反映營運開支增加抵銷信貸成本下降。上調東亞評級,自「持有」升級至「買入」,目標價自17.2元下調至16.8元。
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