《大行報告》中金:莫低估內銀報表修復邏輯對應上漲空間 薦招行(03968.HK)、寧波銀行(002142.SZ)、平安銀行(000001.SZ)、興業銀行(601166.SH)及江蘇銀行(600919.SH)
中金發表研究報告指,內銀估值仍具吸引力,宏觀復甦交易繼續演繹,而當前A、H股銀行前向市淨率分別為0.6倍及0.4倍,較上季略微回升,但大多數銀行估值仍在歷史底部附近。
該行認為,考慮到倉位仍較低,估值便宜,宏觀復甦交易在演繹,故繼續看好內銀股上漲空間,並推薦招行(03968.HK)、寧波銀行(002142.SZ)、平安銀行(000001.SZ)、興業銀行(601166.SH)及江蘇銀行(600919.SH)。(ca/s)
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