港股異動 | 內銀股走強 摩通指首季銀行業利潤增長高於預期
格隆匯5月4日丨內銀股走強,郵儲銀行漲1.92%,哈爾濱銀行漲1.4%,天津銀行漲近1%,招商銀行漲0.74%,建設銀行漲0.71%,民生銀行漲0.69%。摩通發研報指,中資銀行2022年第一季度利潤增長略高於預期。期內,利潤同比增長9%,好於預期;但PPOP(撥備前利潤)同比增長2%,低於預期,主要受非利息收入的拖累。當下該行更看好國有銀行而非股份制商業銀行,其行業首選為郵儲銀行。此外該行指出,2022年一季度,郵儲銀行業績表現最佳,且管理層表示正在與郵政集團談判以降低存款代理費,從而進一步推動利潤增長。

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