《大行報告》大和:明年內銀利息收入獲支持 首選郵儲銀行(01658.HK)、招行(03968.HK)及寧波銀行(002142.SZ)
大和發表報告指,就行業平均水平而言,預計明年內淨利息收益率將逐步恢復,並在明年第四季度達到約2%,全年計料按年持平至低單位數增長。因此,明年淨利息收入按年增長可能在15%左右,視乎不同銀行的貸款組合。
該行指,明年宏觀環境將改善,有利銀行股,建議投資者在相對便宜的水平上買入銀行股。首選郵儲銀行(01658.HK)、招行(03968.HK)及寧波銀行(002142.SZ),評級均為「買入」。
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