《大行報告》匯豐研究上調交行(03328.HK)目標價至6.5元 評級「買入」
匯豐研究表示,交行(03328.HK)去年每股盈利符合預期,資產質量好過預期,同時不良貸款率下降及不良貸款覆蓋率改善,而2022年11.5%的貸款增長目標超乎預期。總括而言,該行看好交行審慎的風險管理,對長三角地區和零售特許經營的日益關注。該行維持交行H股「買入」評級,上調2022/23年每股盈測9.9%及9.5%,反映減值損失降低,目標價由6.2元升至6.5元。
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