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《大行報告》美銀證券:農行(01288.HK)核心盈利正增長 股息率高
阿思達克 05-02 15:57
美銀證券發表研究報告指,農行(01288.HK)首季淨利潤按年升1.8%至716億元人民幣;核心盈利增1.3%;普通股權一級資本比率降至10.7%;股本回報率降0.7個百分點至12.4%。該行對農行的盈測大致不變,基於業務量增長強勁和高股息率(達8.3%),維持「買入」評級,目標價3.7元。 該行提到,農行首季淨息差按季下降4個基點至1.70%。淨利息收入增長2.6%;總利息收入和利息支出分別增長4.4%和6.1%。期內,貸款按季增長6.9%,按年增長16.4%,高於2022年的15.1%,在主要同業中屬於最高。
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