《大行報告》美銀證券一舉升招行(03968.HK)及平安銀行(000001.SZ)評級至「買入」 受惠內地優化防疫
美銀證券發表報告指,由於內地近日放寬疫情防控措施,將招商銀行(03968.HK)H股及A股,和平安銀行(000001.SZ)A股評級由「跑輸大市」一舉升至「買入」,預計促進增長的消費型銀行將成內地重新開放的主要受益者,並於反彈中引領內銀行業表現。報告予招行H股及平安銀行目標價分別37.65港元及14.5元人民幣。
美銀表示,招行股價年初至今跑輸同業,現價相當於預測市賬率0.8倍及市盈率5倍,但其盈利增長在過去兩季有所加快。而平安銀行有最大消費貸款業務敞口,美銀料其可受惠於優化防疫,將郵儲行明年及2024年盈利預測調升介乎6%至12%。
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