《季績預測》建銀國際對內銀股第三季純利預測(表)
四大國有商銀下周將陸續公布季績,農行(01288.HK)將於下周四(28日)公布今年第三季業績、工行(01398.HK)、建行(00939.HK)及中行(03988.HK)均將於下周五(29日)公布今年第三季業績。
據建銀國際於本月初報告,估計內銀今年第三季純利按年升6%,估計收入按年增長7%,料交行(03328.HK)今年第三季按年多賺12%,屬盈利增速最快的內銀股,主要受惠於信貸成本正常化。該行估計郵儲銀行(01658.HK)及招行(03968.HK)上季增長質素最佳,料兩間銀行上季純利可按年均升11%。
列出對各主要內銀股今年第三季業績:
股份│今年第三季純利預測(人民幣)│按年變幅│按季變幅
工行(01398.HK)│824億元│+3%│+6%
農行(01288.HK)│591億元│+5%│+5%
交行(03328.HK)│179億元│+12%│-11%
郵儲銀行(01658.HK)│214億元│+11%│+8%
招行(03968.HK)│297億元│+11%│+2%
民行(01988.HK)│84億元│-5%│-29%
中信銀行(00998.HK)│122億元│+7%│-9%
光大銀行(06818.HK)│116億元│+3%│+6%
興業銀行(601166.SH)│210億元│+9%│+29%
平安銀行(000001.SZ)│95億元│+9%│+28%
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行業│3,946億元│+6%│+1%
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