《大行報告》中金升農行(01288.HK)目標價10%至3.57元 評級「跑贏行業」
中金發表報告指,農行(01288.HK)上半年淨利潤、撥備前利潤及營業收入按年分別升3.9%、跌1.1%及升0.8%,次季度單季淨利潤、撥備前利潤及營業收入按年分別升5.2%、跌3.8%及跌0.6%,基本符合預期。
報告維持農行今明兩年盈測基本不變。考慮到房地產和化債政策調整,上調H股目標價10%至3.57元,相當於預測今明兩年市賬率各0.4倍,維持「跑贏行業」評級。
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