《大行報告》摩通料內銀下半年續跑輸大市 偏好招行(03968.HK)及郵儲行(01658.HK)
摩根大通發表報告指,內銀次季收入和利潤增長持續放緩,符合市場預期;即使資本市場疲軟,資產質量及私人銀行的資產管理規模呈顯著增長,是令人驚喜的重要上行因素。至於今年下半年,該行指,由於淨息差收窄及費用恢復緩慢,料其收入將會繼續放緩,即使管理層努力淡化風險,惟該行仍關注資產質量,尤其是涉及內房等方面。
該行預料內銀將繼續跑輸大市,而於內銀股中,偏好招行(03968.HK)及郵儲行(01658.HK),相信該等公司擁有強大的零售特許經營權,並且處於股本回報率的擴張軌跡。(ca/s)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.