《大行報告》高盛恢復予東亞(00023.HK)「中性」評級 目標價13.3元
高盛發表報告指,東亞(00023.HK)早前公布完成出售藍十字及Blue Care,獲得15億元收益,並宣派每股0.48元的特別息(股息收益率約5%)。由於交易完成,高盛恢復覆蓋東亞股份,予其「中性」評級,目標價13.3元。
高盛表示,目前東亞的估值相對低,且貨幣利率走勢令淨息差有上升空間,料對東亞股份有正面影響。不過,另一方面而言,該行於內地的信貸風險亦較高。
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