《大行報告》大摩下調中國信達(01359.HK)目標價至1.44元 評級「與大市同步」
摩根士丹利發表報告,將中國信達(01359.HK)今明兩年的盈利預測分別下調10%和12%,因為去年業績遜預期,導致淨資產收益率受壓。修訂後的盈利預測反映了更高的撥備,目標價相應由1.63元下調至1.44元,相當於2022年的預測市賬率為0.26倍,評級「與大市同步」。
大摩指,中國信達去年的不良資產餘額按年縮減5%,對房地產行業的信貸資產配置按年下降6個百分點。
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