花旗:看好明年香港銀行業前景 首選匯控、中銀香港
花旗發研報指,看好明年香港銀行業前景,主要催化劑包括:在利率方面,香港銀行尚未把美國潛在加息帶來的上行空間反映價內,並且是2021年表現最差的銀行之一,認為隨着美國10年期債券收益率上升等因素,提供了買入機會,若淨息差沒有改善,預計2022年香港本地銀行的淨利潤將增7%,估計利率每提高25個基點,將提高每股盈利預測高單位數增長。
花旗亦指,由於香港追求“清零”和嚴格的邊境管制,費用收入和貸款增長仍然低迷,而與中國內地重新通關的前景或會帶來更高的收入增長,首選匯豐控股(0005.HK)和中銀香港(2388.HK)。
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