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《季績前瞻》建銀國際列出對內銀股上季純利按年變幅預測(表)
本周將有多間內銀公布今年第三季度業績,郵儲銀行(01658.HK)將於本周三(26日)公布今年第三季業績。,工行(01398.HK)、建行(00939.HK)、中行(03988.HK)、農行(01288.HK)、交行(03328.HK)及招行(03968.HK)均將於本周五(28日)公布第三季業績。 建銀國際本月初發表報告,列出對內銀股第三季純利預測,該行指出,對中資銀行的經營表現感到滿意,認為其有能力保持穩健減值準備和良好的資本充足率。預測內銀H股今年股息收益率為9%,料四大銀行股息收益率更為9.4%。不過,該行指在充滿挑戰的環境下,預計內銀行業利潤增速將放緩,預計今年第三季度平均淨利潤增長由上年增按年增7%下調至按年增4%;預期首三季平均淨利潤增長6%。 內銀│今年第三季純利按年變幅│今年第三季撥備前利潤(PPOP)按年變幅 郵儲銀行(01658.HK)│+10%│+4% 工行(01398.HK)│+1%│持平 農行(01288.HK)│+2%│+5% 交行(03328.HK)│+1%│+5% 招行(03968.HK)│+9%│+1% 中信銀行(00998.HK)│+10%│+3% 光大銀行(06818.HK)│+2%│+1% 民生銀行(01988.HK)│-3%│-18% 興業銀行(601166.SH)│+7%│+5% 平安銀行(000001.SZ)│+13%│+7% ------------------------------------------ 行業│+4%│+2%
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