《大行報告》摩通下調遠東宏信(03360.HK)目標價至11元 評級「增持」
摩根大通發表報告,指遠東宏信(03360.HK)2022財年業績符合該行及市場預期,因為好於預期的淨息差擴張,在很大程度上被較低的費用收入和較高的信貸成本所抵銷。
該行將其2023及24財年的盈利預測分別下調5%和8%,以反映更高的信貸成本,目標價由12.1元下調至11元,以反映盈利預測下調和人民幣兌港元貶值,重申「增持」評級,認為集團估值具吸引力,又預期盈利增長勢頭將會改善,且集團資產質量狀況穩健。
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