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《大行報告》摩通下調東亞(00023.HK)目標價至11.5元 評級「中性」
阿思達克 08-19 10:26
摩根大通發表報告,指出東亞銀行(00023.HK)2022上半年業績遜於該行和市場預期,主要受累內地商業房地產敞口的信貸成本高於預期。該行將東亞2022和2023年盈利預測分別下調23%和上調3%,以反映信貸成本上升,維持評級「中性」,目標價由11.7元降至11.5元。 摩通認為,完成出售東亞人壽之後,東亞已宣布回購計劃,並潛在派發特別息,或有助限制下行空間;惟該行內房敞口加劇盈利不確定性和波動,將在短期內限制估值的上行空間。
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