《大行報告》匯豐研究微降中銀香港(02388.HK)目標價至32元 評級「買入」
匯豐研究發表研究報告指出,中銀香港(02388.HK)首季業績業績疲弱,一定程度上在預期之內,主要由於淨息差收窄及手續費收入減少。期內撥備前營業利潤(PPOP)按年增長14.2%,相當於該行對中銀香港全年預測的23.8%;收入略遜預期。同時,資產質量好過預期,降低未來不確定性。
該行將中銀香港2023至2025年盈利預測分別下調3.5%、3.5%及2.1%,以反映收入疲弱。該行維持對其「買入」評級,目標價由32.1元微降至32元,認為估值吸引。
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