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《大行報告》野村料內銀次季盈利增長放緩 首選招行(03968.HK)及郵儲行(01658.HK)
野村表示,在強大的零售銀行網絡和足夠的覆蓋緩衝下,首選招行(03968.HK)及郵儲行(01658.HK),由於宏觀壓力下,預計該行所覆蓋的內銀股的第二季盈利增長將放緩,增速將由今年第一季的8.7%降至7.4%,因為受淨息差壓力、審慎撥備和費用收入疲軟的影響。 野村預計,工行(01398.HK)、建行(00939.HK)和農行(01288.HK)盈利穩定增長,按年增長介乎4.7%-6.5%,其中招行按年增長11.6%,郵儲銀行和平安銀行(00001.SZ)分別增長15.8%和18.5%。
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