《大行報告》匯豐下調中銀香港(02388.HK)目標價至27.8元 評級「買入」
匯豐環球研究發表報告,指對中銀香港(02388.HK)中期業績看法負面,上半年每股盈利低於預期,主要由於淨息差收窄、金融資產收益減少,成本效益亦惡化,以及信貸成本高於預期。該行料中銀香港第三季表現仍無甚驚喜,惟利率上升帶來長期潛力,以及與內地業務協同效益仍存在。因應中期業績,匯豐下調中銀香港2021至2023年各年盈測分別9.2%、7.4%及3.3%,維持「買入」評級,目標價自29.6元下調至27.8元。
在本地銀行股之間,匯豐喜好東亞銀行(00023.HK)以及大新銀行集團(02356.HK)、大新金融(00440.HK),多於中銀香港,因對本地中型銀行前景有更大信心。
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