《大行報告》富瑞重申中銀香港(02388.HK)「買入」評級 下調東亞(00023.HK)目標價至12元
富瑞發表報告,指內地商業房地產相關撥備拖累恆生銀行(00011.HK)和東亞銀行(00023.HK)2022年上半年的盈利。該行以極端情況下評估香港銀行的減值風險,結論是中銀香港將保持韌性,重申中銀香港為首選「買入」,目標價37元,將受惠於淨息差大幅擴張,至於恆生和東亞則要留意回購和派息,東亞(00023.HK)目標價由14元下調至12元,評級「買入」。富瑞予恆生「持有」評級,目標價140元。
假設沒有新的「高風險」生成,報告預計,恆生和東亞2022年下半年將分別因應商業房地產貸款額外作出19億和21億元撥備。
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