You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券下調恆生(00011.HK)目標價至113.5元 偏好中銀香港(02388.HK)
美銀證券發表報告指,基於恆生銀行(00011.HK)中期業績,相應調整對其估值模型和盈利預測,降恆生今年全年盈測20%至165億元,明年盈利預測亦下12%,主要是由於盈利前景改變以及香港宏觀經濟不確定性,導致股本成本增加。 該行指出,上半年恆生貸款額按年跌8.5%,較去年下半年亦跌4%,跌幅較行業水平為大,相信受借貸成本上升導致貸款需求低迷、本地經濟活動疲軟以及內房相關組合去風險所影響,預期今年下半年貸款增長仍將保持低迷,預測全年信貸成本為68個基點,將2023至2025年每股盈測分別降至8.62元、8.8元及9.15元。 報告並將恆生目標價由134元下調至113.5元,維持「中性」評級,指出恆生現價對應未來十二個月市盈率及市賬率均接近歷史低位,資本狀況強勁,認為恆生股息回報仍具吸引力。美銀證券稱,目前在港銀中更看好中銀香港(02388.HK)。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account