《大行報告》裏昂下調郵儲銀行(01658.HK)目標價至5.7元 評級「買入」
裏昂發表研究報告指,郵儲銀行(01658.HK)宣佈計劃非公開發行不超過67.77億股A股,集資規模不超過450億元人民幣,發行售價較前收市價溢價約68%。
裏昂指,消息令人意外,預料短期內投資者或會對郵儲行的資金產生能力感到擔憂,以及可能會懷疑郵儲行能否以此溢價成功籌集資金。
不過裏昂亦指出,發行計劃將起到催化劑作用,考慮到第三季利潤增長符合預期,認爲良好的資產質量成爲亮點,維持「買入」評級,目標價從7.7元下調至5.7元。
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