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《大行報告》建行(00939.HK)投資評級及目標價(表)
阿思達克 08-20 15:06
建設銀行(00939.HK)將於下周五(27日)公布今年中期業績,受惠於信貸成本下降、收入增長改善下,本網綜合5間券商預期,料建行2021年上半年錄得純利介乎1,456億至1,525.55億人民幣,較2020年同期1,376.26億人民幣,按年上升5.8%至10.8%;中位數1,477.13億人民幣按年升7.3%。 綜合4間券商預期,料建行2021年上半年營業收入介乎3775.5億至3,806.2億人民幣,較2020年同期3,599億人民幣,按年上升4.9%至5.8%;中位數3,792.1億人民幣,按年升5.4%。摩根大通指在內地按揭貸款收緊、五年期貸款市場報價利率(LPR)下調,投資者將關注建行淨息差收窄的情況,並留意其資產質素趨勢,包括不良貸款率表現等。 下表列出14間券商對其評級及目標價: 券商│投資評級│目標價(港元) 中金│跑贏行業│10.17元 花旗│買入│9.11元 摩根士丹利│增持│8.8元 匯豐環球研究│買入│8.8元 大華繼顯│買入│8.5元 交銀國際│買入│8.2元 瑞銀│買入│8.1元 美銀證券│買入│8.05元 瑞信│跑贏大市│8元 摩根大通│增持│7.9元 高盛│買入│7.82元 海通國際│跑贏大市│7.6元 傑富瑞│買入│6.37元 麥格理│中性│5.6元
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