《大行報告》匯豐研究降內地券商股目標價 喜好中信証券(06030.HK)
匯豐研究發表報告指,由於盈利下降和股權成本上升,全面下調內地券商股目標價,並將覆蓋範圍內的券商2023至2025財年盈利預測下調3%至8%。
該行指,覆蓋範圍中更喜好中信証券(06030.HK),維持「買入」評級,原因是其在A股IPO承銷中的領先地位,可能是下一個催化劑;與同行相比,其因集資而進一步攤薄ROE的風險較低;以及主要股東增持為股價帶來支持。
匯豐研究將中信証券目標價由21元下調至18.5元;中金(03908.HK)目標價由19.2元降至16.5元,評級「買入」;華泰證券(06886.HK)目標價由9.9元降至9元,評級「持有」;海通證券(06837.HK)目標價由5元降至4.6元,評級「持有」。
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