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《大行報告》大摩下調中國信達(01359.HK)目標價至1.63元 評級「與大市同步」
阿思達克 09-03 10:12
摩根士丹利發表報告表示,下調對中國信達(01359.HK)2021年至2023年盈利預測分別7%、9%及7%,以反映其今年上半年較預期弱的稅前盈利(按年跌9%)表現,令股本回報有壓力。 該行表示,調低對中國信達目標價,由1.68元降至1.63元,此相當預測2022年市賬率0.27倍,評級「與大市同步」。 大摩指,基於內地大型銀行的不良貨款供應放慢,料中國信達未來增長將會受壓,及公司需降低下涉房地產行業的風險敞口。
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