《大行報告》中銀國際料招行(03968.HK)上半年淨利潤按年升9% 評級「買入」
中銀國際發表研究報告,預期招行(03968.HK)上半年淨利潤將按年升9%,而第一季則按年增7.8%。該行預計,今年上半年招行的營業收入將按年增1.5%,而首季則跌1.7%。該行認為,其資產將繼續保持良好質量,不良貸款率可能在次季略為下降,相信將可以在零售業務市場保持強勁競爭力。
該行表示,展望下半年,與其他銀行相比,招行可以更受惠於潛在的有利房地產政策和消費復甦,認為其今年將保持同業最高的平均淨資產平均收益率(ROAE)。該行維持「買入」評級,目標價59.6元。
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