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《大行報告》摩通:招行(03968.HK)王良出任行長 料市場反應正面
阿思達克 05-20 09:46
摩根大通發表報告表示,招商銀行(03968.HK)公布委任王良出任行長,相信其任命已獲得所有內部認同,但仍等待監管部門批准。該行表示,由於任命新行長的進展速度較預期快,預計招行股價會有正面反應,維持對該行股份「增持」評級及目標價85元,指招行目前估值僅預測未來一年市賬率1.14倍。 該行表示,仍對招行可交出穩定的盈利增長有信心,預料其在8月公布第二季業績時可獲市場更顯著估值重評,至相當於今年預測市賬率1.5倍,因屆時宏觀增長估計有持續恢復,市場亦更為清楚監管機構對王良的任命批准。
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