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《大行報告》美銀證券上調民行(01988.HK)目標價至2.92元 評級「跑輸大市」
阿思達克 05-02 16:08
美銀證券發表報告指出,民行(01988.HK)首季純利按年增長3.7%至142億元人民幣,相當於該行對其全年預測的39%。撥備前利潤僅按年跌2.4%,部分由於基數較低(去年首季按年跌20%,去年跌24%),佔該行對其全年預測的24%。普通股權一級資本比率(CET1)按季跌13點子至9.04%,股本回報率按年跌0.1個百分點至11.1%。 該行對民行2023至2025年預測上調2%至3%,H股目標價由2.49元上調至2.92元,重申「跑輸大市」,認為其股本回報率及撥備覆蓋率偏低。
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