《大行報告》農行(01288.HK)投資評級及目標價(表)
國家金融監督管理總局上月底公布內地銀行上半年淨利潤按年增2.6%,農業銀行(01288.HK)將於下周二(29日)公布今年中期業績,由於宏觀經濟及樓市環境存挑戰,料次季淨息差收窄,本網綜合3間券商預測,農行2023年中期純利料介乎1,319.95億至1,331.22億元人民幣,對比2022年中期1,289.45億元人民幣,按年上升2.4%至3.2%。
人行近日發表次季貨幣政策報告指商銀盈利狀況會隨經濟周期波動,對此應理性看待,投資者將關注農行管理層最新營運前景、涉內房行業信貸風險、派息比率指引等。
下表列出16間券商對農行(01288.HK)投資評級及目標價(表)評級及目標價:
券商│投資評級│目標價(港元)
中銀國際│買入│4.61元
花旗│買入│4.32元
華泰證券│買入│3.94元
建銀國際│跑贏大市│3.8元
中信証券│增持│3.8元
中金│跑贏行業│3.25元
美銀證券│買入│3.7元
廣發證券│買入│3.69元
海通國際│優於大市│3.53元
星展│買入│3.5元
法國巴黎銀行│買入│3.5元
瑞銀│中性│3.1元
野村│中性│3.07元
摩根大通│中性│2.9元
招商證券國際│持有│2.9元
高盛│沽售│2.43元
(fc/w)
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