《大行報告》匯豐研究下調郵儲銀行(01658.HK)目標價至4.65元 評級「持有」
匯豐研究發表報告指,郵儲銀行(01658.HK)首季撥備前利潤下降,原因是成本急劇上升,部分與存款代理費有關。而貨款減值撥備則有所下降。
報告料首季業績對郵儲行溫和負面,即使收入趨勢較預期強勁,但關注基本盈利能力及資產負債表韌性倒退。報告指,由於市場對郵儲行預期過高,認為市場對其撥備前利潤和每股盈利預測存在下行風險。保持「持有」評級,並將目標價由4.68元微降至4.65元。
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