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《大行報告》大摩下調中銀香港(02388.HK)目標價至26.7元 升恆生(00011.HK)評級至「與大市同步」
大摩發表評級報告指,香港銀行股業績將於7月28日揭開序幕,預期表現參差,當中HIBOR反彈將支撐淨息差按季表現,惟貸款增長維持疲軟,加上市場情緒仍弱,對財富收入產生負面影響。匯控(00005.HK)渣打(02888.HK)趨勢較好,評級均為「增持」。雖然內地商業房地產(CRE)進一步清理,相關敞口將令恆生(00011.HK)及東亞(00023.HK)貸款損失繼續增加,惟信貸質量強勁。該行預料,中銀香港(02388.HK)將推出部分舉措以提升其股息(允許末期息),而恆生首季股息增加或已顯示出其復甦步伐。 該行將中銀香港今年盈利預測上調1.4%,明年和2025年則分別下調2%及2.2%,並將其目標價由27.1元下調至26.7元,維持其評級為「與大市同步」。 該行又將恆生今年盈利預測上調13.4%,明年則下調5%,並將其目標價由128.3元下調至114.3元,同時其評級亦由「跑輸大市」升至「與大市同步」。(ca/u) ~
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