《大行報告》匯豐研究上調華泰證券(06886.HK)海通證券(06837.HK)目標價 估值合理評級「持有」
匯豐研究發表報告指,雖然有初步跡象顯示,政府或會提振住房需求,但政策傳導或仍需時體現。該行指,近期內地A股市場交投依然低迷,加上交易費率下降,導致內地股票經紀行業在下半年面臨更大的壓力。該行表示,若有更多數據顯示內房和地方政府融資平台市場趨穩,則會對內地券商持更建設性看法,在宏觀不確定性下降下,這亦會提振了投資者情緒和市場活動。
報告稱,內地對資本市場的政策支持作用傳導需時,料板塊短期將區間波動。匯豐研究表示,內地券商股估值合理,並維持中信証券(06030.HK)H股目標價18.3元,評級「買入」;將華泰證券(06886.HK)H股目標價由9元上調至10.3元,而海通證券(06837.HK)H股目標價由4.6元上調至4.7元,均維持其評級為「持有」。匯豐研究另維持中金公司(03908.HK)H股「持有」評級,目標價維持15.1元。
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