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大行評級|大摩:將停止覆蓋中信股份 最終評級“與大市同步” 下調目標價至7.61港元
格隆匯 02-18 11:41
摩根士丹利發表研究報吿指,由於資源重新分配,將會停止覆蓋中信股份,對其最終評級是“與大市同步”,目標價由9.7港元下調至7.61港元。該行表示,今年持續的淨息差壓力和信貸增長放緩可能會令中信股份受壓,此外,雖然公司的市場份額有所增長,但ADT和IPO數量的壓力及費率下調亦可能會為其帶來壓力。另一方面,該行認為集團可能會更多受惠於不同業務板塊的協同。該行下調集團2023至25年淨利息收入預測13.3%、19.5%及22.2%,又分別降期內淨收費收入17%、21%及18.5%。該行同時下調減值損失預測19.5%、29.5%及33.8%,盈利預測則分別下調15%、13%及11%。
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