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《大行報告》美銀證券降民行(01988.HK)評級至「跑輸大市」 目標價下調至3元
阿思達克 03-30 10:29
美銀證券指民行(01988.HK)去年淨利潤較該行預期低6.6%,其撥備前利潤按年下降12.9%,較該行預期低5%,由於民行扭虧和銷量增長乏力,該行削減民行2022年及2023年盈利增長16%至20%,將目標價由4.2元降至3元。 該行稱,民行資產負債表去風險的過程,較該行預期花費更長時間,相信民行能繼續保持低不良貸款覆蓋率低,和對開發商貸款的高風險敞口,評級由「買入」下調至「跑輸大市」。(me/k) ~
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