摩通:重申中銀香港(2388.HK)“增持”評級 目標價33港元
摩根大通發表研究報吿表示,展望未來3-6個月,認為中銀香港(2388.HK)在COVID-19疫情後的收入復甦仍處於較有利的位置,因為其在貸款和存款方面的市場份額持續增長,另外,在監管方面亦出現放鬆的情況,例如跨境理財通及債券通南向通的推出等,予目標價33港元,重申“增持”評級。
該行指,公司在分析員會議上表示,目前公司提供的賬户認證服務僅適用於存款賬户,因此適用於理財通下的投資賬户申請,計劃有待監管部門進一步批准,但中銀香港估計香港及澳門約有100萬人已經擁有在岸人民幣一類或二類户口,能用作投資賬户,而另一方面,內地投資者可以更方便地利用此類賬户認證服務為該計劃開設香港賬户。該行提及,公司表示,若該計劃能順利進行,管理層預計中期在投資額度、產品種類和分銷渠道方面將會有進一步的擴張。

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