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《大行報告》摩通:招行(03968.HK)迎兩大催化劑 料股價三個月內獲重評
摩通發表報告,提及該行在5月的報告中指招行(03968.HK)將迎來兩大催化劑,分別是王良的行長資格獲銀保監會確認,以及在8月底公布的第二季度業績。其中,王良的行長資格已經獲批,而且時間早過預期。 另外,內地5月經濟數據比4月有改善,意味最壞情況似乎已過,尤其是物業銷售和零售銷售轉趨穩定,市場對以零售為重點的銀行的增長風險和資產質素的擔憂將會緩解。基於上述發展,該行預計招行股價將會在三個月內獲重評,市賬率由目前1.27倍,回復至1.5倍。行業內首選招行和郵儲行(01658.HK)。
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