You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
一文綜合大行於中銀香港(02388.HK)公布去年業績後最新觀點及目標價
中銀香港(02388.HK)今早股價彈高,盤中曾高見30.35元一度抽升6.7%,最新報29.9元上揚5.1%。花旗表示,中銀香港去年下半年純利104億元按年跌8%(按半年跌17%),遜於該行原預期6%,主要受收入疲弱所拖累。但該行引述中銀管理層指今年首季貸款增長良好,未到受到疫情所影響,今年貸款增長為中高個位數目標,並料淨息差可望擴闊,重申對其「買入」評級及目標價34.9元。 中銀香港昨日(29日)收市後公布截至去年12月底止全年業績,總經營收入655.75億元,按年跌14.4%。純利229.7億元,按年跌13.3%;遜於本網綜合5間券商料去年純利預測介乎230.78億至248.62億元之預期;中位數為239.23億元。每股盈利2.1726元。中銀宣派每股末期息0.683元,上年同期派0.795元。連同中期股息0.447元,全年每股股息1.13元,低於對上財年全年每股1.242元。派息比率為52%,按年上升2.4個百分點。 【去年業績遜色 惟前景指引佳】 瑞銀表示,中銀去年純利229.7億元按年跌13.3%,低於該行及市場原預期各8%及4%,即中銀去年下半年純利按年跌8%,主要受淨息差所拖累。但該行指中銀去年下半年資產質素良好,不良貸款比率僅0.27%優於市場預期,按中銀管理層指旗下涉內地地產發展商貸款1,065億人民幣,佔去年年底總體貸款6.7%,相信風險可控,而其中77%相關貸款涉國企內房商,並指中銀並無任何涉違反「三條紅線」內房企業貸款。 -------------------------- 下列9間券商對其投資評級及目標價: 券商│投資評級│目標價(港元) 高盛│買入(「確信買入」名單)│38元->37.5元 富瑞│買入│36元 摩根大通│增持│36元->35.4元 花旗│買入│34.9元 匯豐環球研究│買入│34.5元 瑞銀│買入│34元 美銀證券│買入│30.1元->32.8元 海通國際│優於大市│31.78元 摩根士丹利│與大市同步│29.4元->30元 券商│觀點 高盛│去年第四季業績符預期 富瑞│去年下半年資產質量優於預期,手續費收入低於預期 摩根大通│2021財年業績略低於預期 花旗│去年下半年收入未達預期,資產質量表現未如理想 匯豐環球研究│去年每股收益遜預期,資產質量勝預期 瑞銀│去年盈利增長遜預期,去年下半年派息率低於預期 美銀證券│估值吸引,在加息環境下有利好 海通國際│信貸成本優於市場預期 摩根士丹利│去年下半年非利息收入遜略期
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account