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《大行報告》里昂:對招行(03968.HK)長遠基本面有信心 重申「買入」評級
阿思達克 04-20 10:18
招商銀行(03968.HK)公布,董事會同意免去田惠宇的行長、董事職務,另有任用。里昂發表研究報告,認為市場或過分誇大田惠宇免職的風險,預計這一變化不會影響招行的戰略轉型3.0,重點關注財富管理、數字化和開放平台,雖然H股短期內可能會遇到阻力,但對招行的長期基本面仍然充滿信心。里昂重申招行「買入」評級,目標價88元。 里昂表示,招行股價下跌為買入機會。里昂預計,招行至2024年的盈利複合年均增長率達16%,股本回報率料擴至18%。
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