恆指倒升曾逼近21,200 季績後獲大行維持看好中銀漲近5%
恆指繼早段在新經濟股拖累曾回吐440點或2.1%至20,648接近10天線獲承接後,在四大藍籌內房倒升3%-4%、匯控(00005.HK)等傳統銀行,以及騰訊(00700.HK)與美團(03690.HK)反覆造好帶動,掉頭曾倒升106點高見21,196,現報21,168,反覆續升79點或0.4%,成交額649億元。
中銀香港(02388.HK)首季減值準備前經營溢利按年升7.2%,美銀、瑞銀、匯豐、花旗、摩通及高盛季績後維持中銀正面評級,目標價介乎32.8-40元,其中高盛最進取,上調其目標價3.3%至40元及重申列「確信買入」名單,以反映中銀首季營運溢利達94.26億元較該行預測高24%。該股今早一舉突破50天、20天及10天線(28.95-29.6元),最高見30.5元,現報30元,回升4.7%,成交增至1,186萬股。
中銀上周五公布,首季提取減值準備前淨經營收入按年升6%至142.24億元,按季升25%;提取減值準備前經營溢利按年升7.2%至103.49億元,按季升53.7%。期內,計入外匯掉期合約的資金收入或成本後淨利息收入按年升4.1%至85.37億元,淨息差按年降3點子至1.08%;淨服務費及佣金收入按年跌22%至29.17億元。至於首季減值準備淨撥備9.23億元,按年增加6億元。
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