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《大行報告》野村:內銀首選招行(03968.HK)、郵儲行(01658.HK)及平安銀行(000001.SZ)
野村發表研究報告指,考慮到中國的重新開放和房地產行業政策,現時更看好零售銀行而非商業銀行,內銀行業中首選為招商銀行(03968.HK)、郵儲行(01658.HK)及平安銀行(000001.SZ), 該行指,隨著中國當局放寬防疫政策,以及推出房地產行業融資支持措施,經濟重新開放的速度快於預期,預計中國零售銀行業務的增長將逐步於年內復甦,與房地產行業資產質量相關的風險會逐漸降低,將零售銀行的目標價平均上調8%。 野村表示,將郵儲行目標價由7.03元上調至7.43元,農業銀行(01288.HK)目標價由3.47元降至3.26元,工商銀行(01398.HK)目標價從6.39元降至5.51元,而建設銀行(00939.HK)目標價則從7.91元下調至6.83元,評級均為「買入」。
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