《大行報告》匯豐研究上調中銀香港(02388.HK)目標價至32.4元 評級「買入」
匯豐研究發表研究報告指,在眾多本地銀行股中首選中銀香港(02388.HK),特別是看好中銀香港有強大分行網結可捕捉跨境客戶、面對高利率環境有正面槓桿作用,以及對民營內房發展商敞口低於同行。
匯豐研究指出,中銀香港股價今年以來回調9.6%,跑輸同期恆指逾6個百分點,認為市場低估該行的韌性,近期市場調整後認為其風險回報有所改善,預測中銀香港5月至6月份淨息差將回升,維持「買入」評級,目標價從32元上調至32.4元,並將2024至2025年盈利預測上調0.4%。
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