《大行報告》美銀證券下調農行(01288.HK)目標價至3.9元 評級「買入」
美銀證券發表報告,指農行(01288.HK)上半年凈利潤按年增長12.4%至1,223億元人民幣(下同),比該行預測高1.2%。核心利潤按年增長7.7%,比該行預測高1.6%。
美銀證券維持對農行2021年的盈利預測大致不變,但由於宏觀前景疲弱,下調2022年至2023年的盈利預測4%至9%,並將目標價由4.25港元下調至3.9港元,重申「買入」評級,因為其估值便宜,利潤率和交易量趨勢強勁,以及撥備覆蓋率高。
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