《大行報告》摩通下調大新銀行集團(02356.HK)目標價至8.8元 大新金融(00440.HK)降價至29.3元
摩通發表研究報告指出,大新銀行集團(02356.HK)及大新金融(00440.HK)去年純利分別爲17億元及13億元,按年分別增長11%及13%,年化股本回報率爲5.7%及4.5%,兩家公司的業績均低過該行預期,主要由於對重慶銀行(01963.HK)的減值損失較大,以及保險盈利下跌。
該行維持對大新銀行集團及大新金融的「增持」評級,並對大新銀行集團的2022及2023財年的盈利預測下調20%及18%,以反映更加保守的費用收入勢頭和重慶銀行股權的減值費用,但部分被更好的淨息差前景所抵銷,目標價由9元下調至8.8元;對大新金融的目標價由29.8元略降至29.3元。
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