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《大行報告》花旗降東亞(00023.HK)目標價至11.3元 下調盈測
花旗發表報告,更新對東亞銀行(00023.HK)的預測,以反應最新市場趨勢,相信內地商業房地產行業惡化,將會影響該行資產質素,令信貸成本延遲改善,將今年至2025年三年期間,信貸成本預測分別上調94點子、79點子及54點子,因此期內每股盈測下調4%至17%,目標價由13元下調至11.3元,維持「買入」評級,以反映其估值不算高、股息率吸引,認為潛在回購可能支持股價表現。 該行認為,東亞下調風險包括利率下跌速度較預期快、影響淨息差;涉及內房敞口的內地貸款損失增加;線上消費信貸資產質素惡化。
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