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《大行報告》建設銀行(00939.HK)投資評級及目標價(表)
據中銀監上月披露內地商銀去年累計實現淨利潤按年升5.4%,建設銀行(00939.HK)將於下周三(29日)公布去年業績,本網綜合11間券商,預期建行2022年純利介乎3,142.43億元至3,232.5億人民幣,較2021年純利3,025.13億人民幣,按年上升3.9%至6.9%;中位數3,197.77億元人民幣,按年升5.7%。 本網綜合11間券商預料建行2022年每股派息介乎0.37元至0.39元人民幣,較2021年每股股息0.364元人民幣,按年升1.6%至7.1%;中位數0.382元人民幣,按年升4.9%。市場關注建行管理層給予今年營運前景及信貸增長指引,並留意涉及內房企業信用貸款的風險及指引。 下表列出21間券商對其評級及目標價(港元): 券商│投資評級│目標價 花旗│買入│7.63元 中銀國際│買入│7.25元 農銀國際│買入│7.23元 摩根大通│增持│7元 瑞信│跑贏大市|6.9元 野村│買入│6.83元 匯豐環球研究│買入│6.7元 國泰君安│買入│6.56元 摩根士丹利│增持│6.2元 法巴│買入│6.2元 美銀證券│買入│6.14元 高盛│買入│6.07元 中信証券│增持│6元 大華繼顯│買入│5.94元 華泰証券│買入│5.9元 中金│跑贏行業│5.85元 海通國際│跑贏大市|5.76元 星展│買入│5.7元 瑞銀│買入│5.6元 銀河-聯昌│收集│5.2元 高盛│買入│5.19元
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