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《大行報告》農業銀行(01288.HK)投資評級及目標價(表)(更新)
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%,農業銀行(01288.HK)將於本周四(30日)公布去年業績,受淨息差收窄影響,本網綜合9間券商預測,農行2022年純利料介乎2,476.94億至2,554.3億元人民幣,較2021年的2,411.83億元人民幣,按年上升2.7%至5.9%;中位數2,545.97億元人民幣,按年增加5.6%。 本網綜合4間券商預測,農行2022年每股派息料介乎20至22分人民幣,對比對上年度的20.68分人民幣,按年減少3.3%至增加6.4%。中位數22分人民幣,按年增加6.4%。市場關注農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18間券商對農業銀行H股評級及目標價: 券商│投資評級│目標價(港元) 中銀國際│買入│4.26元 花旗│買入│3.92元 廣發証券│買入│3.53元 建銀國際│跑贏大市│3.5元 法國巴黎銀行│買入│3.5元 中信証券│增持│3.5元 摩根士丹利│增持│3.4元 海通國際│優於大市│3.37元 野村│買入│3.26元 中金│跑贏行業│3.25元 美銀證券│買入│3.16元 華泰証券│買入│3.13元 星展│買入│3.1元 招商證券國際│持有│2.9元 瑞銀│中性│2.85元 摩根大通│中性->增持│2.8元->3.35元 銀河-聯昌│收集│2.7元 高盛│中性│ 2.62元
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