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《大行報告》瑞銀將恆生(00011.HK)及中銀(02388.HK)剔出首選股行列 偏好高收益及重新開放主題受惠股
瑞銀發表報告,指恆生銀行(00011.HK)及中銀香港(02388.HK)年初至今股價跑贏MSCI香港指數同期表現達9%,將兩股剔出首選股行列,預計隨著通關時間明朗化,預計高收益及重新開放主題受惠股將跑贏。 報告表示,儘管本港銀行同業拆息(HIBOR)上升週期帶來利好因素,但對香港銀行股轉趨審慎,由於實際收益率下降和內地停還按揭貸款的情況持續,可能會拖累該板塊。 瑞銀認為,儘管香港銀行的內地商業地產行業的貸款賬面敞口有限,僅為6%至8%,但預計較高的信貸成本和撥備費用將對香港銀行的盈利和股本回報率造成壓力。 報告列出該行所覆蓋最偏好及最不偏好本港股如下: 股份|評級|目標價(港元) 最偏好 友邦(01299.HK)|買入|109元 長和(00001.HK)|買入|67.5元 電盈(00008.HK)|買入|5.2元 銀娛(00027.HK)|買入|52.4元 金沙中國(01928.HK)|買入|24.1元 最不偏好 太古地產(01972.HK)|沽售|17.4元 恆地(00012.HK)|沽售|28.6元
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