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《大行報告》匯豐研究普遍下調內銀股目標價 看好中行(03988.HK)及交行(03328.HK)H股
匯豐環球研究發表報告指,於內銀股中,國企銀行自年初至有股價跑贏,但認為現在是時間重新審視投資邏輯。 該行指,年初時更傾向具有防守性的內銀股,隨著上半年業績公布和內房風險的傳染性上升,看到內銀有三個重大變化,包括理財、按揭及其他零售貸款受壓;有國際業務及彈性融資成本是跑贏市場的關鍵;及增長較慢反而是好事。 匯豐研究普遍下調內銀股目標價(另見表),並將喜好轉移至中行(03988.HK)及交行(03328.HK)H股,同時亦看郵儲行(01658.HK)H股有正面催化劑,三股評級均為「買入」。
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