《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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