《大行報告》農行(01288.HK)投資評級及目標價(表)
農業銀行(01288.HK)將於下週一(30日)公佈今年中期業績,受惠於信貸成本下降、收入增長改善下,綜合4間券商預測,農行2021年上半年純利料介乎1,149.73億至1,166億元人民幣,較2020年上半年1,088.34億元人民幣,按年上升5.6%至7.1%;中位數1,162.04億人民幣,按年升6.8%。
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,投資者將關注農行業績三個方面,第一行淨息差收窄的情況,第二是資產質素趨勢、第三是手續費增長表現。
下表列出18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│4.95元
農銀國際│買入│4.84元
花旗│買入│4.34元
法巴│買入│4.3元
美銀證券│買入│4.25元
海通國際│跑贏大市│4.25元
摩根士丹利│增持│4.2元
匯豐環球研究│買入│4.1元
交銀國際│買入│4元
瑞銀│買入│3.8元
瑞信│跑贏大市│3.8元
中信證券│增持│3.7元
建銀國際│跑贏大市│3.6元
野村│買入│3.58元
摩根大通│增持│3.3元
傑富瑞│買入│3.04元
高盛│沽售│2.81元
招商證券國際│中性│2.8元
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