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《大行報告》中銀香港(02388.HK)投資評級及目標價(表)
中銀香港(02388.HK)將於明天(30日)公布今年中期業績,預期受惠淨息差按半年改善,抵銷了低弱的手續費收入的影響,本網綜合3間券商預測中銀2022年上半年純利介乎128.52億元至140.4億元,較2021年上半年純利125.76億元,按年增長2.2%至11.6%。 綜合3間券商預測中銀2022年上半年提取減值準備前之淨經營收入介乎260.61億元至276.62億元,較2021年上半年提取減值準備前之淨經營收入250.5億元,按年升4%至10.4%。市場將關注中銀香港涉及內房信貸風險及相關撥備情況,瑞銀料中銀截至去年年底涉大陸商業地產領域的敞口佔其總貸款賬面6至7%。而花旗及瑞銀均料中銀派發每股中期息0.45元。 下表列出11間券商對其評級及目標價: 券商│投資評級│目標價(港元) 高盛│買入(「確信買入」)│41.8元 國泰君安証券│買入│39.78元 中金│跑贏行業│38.5元 摩根大通│增持│37.6元 星展│買入│37.4元 瑞銀│買入│36元 匯豐環球研究│買入│35.5元 美銀證券│買入│35.4元 中信証券│買入│35元 花旗│買入│33.3元 摩根士丹利|與大市同步│30元
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