摩通:農行(1288.HK)首季業績符預期,維持中性評級
格隆匯5月3日丨摩通發研報指,農業銀行(1288.HK)首季純利按年升7%,符預期,併為五大銀行中表現最好;其淨利息收入按季收縮6個基點,為國企同行中表現最差。該行維持其“中性”評級,H股目標價3.25港元。該行指,借貸及存款量長維持強勁,資產質素又維持穩定,管理層指引淨利息收入收縮情況會放緩,因為該行將會下調借貸利率以支持宏觀增長,亦有信心資產質素可繼續維持穩定。

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