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《大行報告》野村微升農行(01288.HK)目標價至3.61元 評級「買入」
阿思達克 05-03 12:09
野村發表評級報告指,由於淨利息收入增長高於預期(按年增7.7%,相對該行預測增5.9%),農行(01288.HK)今年首季利潤按年上升7.6%至690億元人民幣,稍高於該行全年預測5.6%的增長。 該行將農行今年及明年盈利上調0.7%及0.6%,主要由於該行下調不良貸款預測,以反映公司今年首季資產資量高於預期,惟部分被較低的淨手續費收增長所抵銷。 該行預測農行今年、明年及2024年盈利按年增6.3%、5.8%及5.7%,並將其目標價由3.6元微升至3.61元,意味着公司今年0.48倍市賬率;基於22%上行空間,維持其「買入」評級。(ca/u) ~
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