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花旗:東亞銀行(0023.HK)股本回報率前景正改善 升評級至中性
格隆匯 01-13 13:07

花旗發表研究報吿表示,東亞銀行(0023.HK)的股本回報率前景正在改善,預計美聯儲局將在今年加息四次,因應早前東亞出售其壽險業務予友邦保險,於2021年下半年其出售收益或相當於10億港元,東亞或會就2021財年的盈利情況來派發特別股息,維持目標價12.2港元,評級由“沽售”升至“中性”。

花旗指出,由於其內地業務的撥備增加,下調2021財年每股盈利預測6%,在花旗覆蓋的上市港銀中,東亞擁有在內地房地產方面最高的敞口,約佔其對內地客户總敞口的三分之一,亦有約14%的貸款歸屬於內房行業。

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