港股異動 | 民生銀行(1988.HK)五日累跌約20% 內房債務佔比最多 遭大行降級削目標價
格隆匯9月20日丨民生銀行(1988.HK)跌近6%,報2.69港元,近五日累跌約20%,低見2.56港元創逾8年新低,總市值1178億港元。據路透,按恆大去年底交給政府部門信件,恆大負債涉及超過128家銀行和逾121家非銀行機構。摩根大通上週估計,民生銀行對恆大風險敞口最大。摩根大通研報稱,因民生銀行的內房債務佔比最多,普通股權一級資本比率最低,盈利風險高過同行,將民生銀行H股目標價削減18.6%,由3.5港元降至2.85港元,維持減持評級。

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