《大行報告》招行(03968.HK)投資評級及目標價(表)
招商銀行(03968.HK)將本周五(19日)公布今年中期業績,受新冠疫情將拖累收入增長表現,但券商料招行盈利增長可優於同業,本網綜合4間券商預測,招行022年上半年純利料介乎679.22億至690.81億元人民幣,較2021年上半年的611.5億元人民幣,按年上升11.1%至13%;中位數683.41億元人民幣,按年升11.8%。
市場關注招行淨息差趨勢及費用收入增長,尤其關注基金銷售及財富管理產品業務的相關表現,以及零售業務復甦和資產質素展望,特別是中小企、信用卡信貸及物業信貸。市場亦將關注新管理層,包括新行長對招行未來策略的評論,以及招行在房地產風險敞口的披露。
下表列出17間券商對招行(03968.HK)評級及目標價:
券商│投資評級│目標價(港元)
銀河聯昌│增持│84.1元
里昂│買入│84元
摩根大通│增持│80元
交銀國際│買入│75元
中金│跑贏行業│73.23元
野村│買入│72.77元
工銀國際│跑贏大市│72.45元
摩根士丹利│增持│71.6元
法國巴黎銀行│買入│70元
瑞信│跑贏大市│68元
建銀國際│跑贏大市│65元
花旗│買入│65元
中信証券│買入│64元
大和│買入│58元
海通國際│優於大市│56.46元
高盛│買入│54.78元
美銀證券│跑輸大市│49元
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