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《大行報告》摩通料港銀股價今年進一步上升 重申中銀(02388.HK)及恆生(00011.HK)「增持」評級 首季匯控(00005.HK)及渣打(02888.HK)跑贏
摩根大通發表研究報告指出,本港銀行股於去年跑贏恆指19%,更預期今年港銀在息差擴張的營運利好因素及中港兩地重新開放之下,股價將進一步上升。 該行認為,儘管美國聯儲局或將於今年首季結束加息,但該行料港銀全年撥備前利潤或有雙位數增長,主要由於隨著中港兩地經濟重新開放或復甦,銀行的貸款增長和手續費收入都應恢復正增長,料存款息差繼續擴大,將推動今年息差按年擴闊超過10點子,而去年息差擴闊12至24點子;相信匯控(00005.HK)在穩定保險業務的情況下,其撥備前利潤或有強勁增長。 此外,摩通料內地早過預期重新開放,入境旅客增加及改善貿易活動之下,將利好港銀的信用卡及銀行保險費用,以及貿易融資與個人貸款業務。如相關業務可重返疫情前水平,預期港銀潛在收入有2%至4%的上升空間。 摩通指出,相對於本地銀行股,今年首季更為看好區域性銀行,重申對中銀(02388.HK)及恆生(00011.HK)「增持」評級(見另表),但預期首季匯控及渣打(02888.HK)將跑贏。
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