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《大行報告》花旗:本地銀行股已反映內房風險 首選匯控(00005.HK)
花旗發表研究報告,指在市場憂慮內房板塊敞口下,部分本地銀行股價接近新冠肺炎疫情及2015年的低谷。當中,以東亞銀行(00023.HK)的在岸敞口最高;另認爲其他銀行的資產質量風險可控。 此外,該行預測美國聯儲局可能將於11月宣佈縮減買債,2022年12月起每年加息3至4次。而在亞洲銀行中,香港銀行最受美國債券孳息率上升的影響,該行認爲股價回調是良好買入機會。在本地銀行股中,該行首選匯豐控股(00005.HK),指估值吸引,因爲至2022年上半年料有進一步撥備回撥空間,可支持盈利增長,另估計約有30億美元的資本盈餘,並料有機會在2021年第三季回購股份。
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