《大行报告》中金料招行(03968.HK)第三季多赚16.1% 维持「跑赢行业」评级
中金发表报告指,招商银行(03968.HK)将於10月22日披露第三季业绩,预计招行季度营业收入按年增长13.6%,首三季营业收入按年增长13.5%至2,490亿元人民币。
在资产质量稳定情况下,报告预计招行拨备计提节奏稳中有降,延续上半年较去年同期信用成本节约的趋势,预计第三季净利润按年增长16.1%,首三季净利润按年增长20.5%至923亿元人民币。
中金认为,招行在大财富战略推进上持续深入,财富管理体系建设不断完善,相关业务收入贡献有望持续提升,推动长期股本回报率表现优於同业。中金维持招行盈测、H股「跑赢行业」评级和目标价90.59港元不变。
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