《大行報告》建行(00939.HK)投資評級及目標價(表)
建設銀行(00939.HK)將於下周四(28日)公布去年全年業績,由於內銀行業信用成本自2020年以來階段性高位回落後至今進一步回落空間有限、令利潤及收入增速逐步趨同,消費貸款價格競爭亦令上季淨息差按季收窄,本網綜合8間券商,預期建行2023年純利介乎3,200億元至3,387.97億人民幣,較2022年同期3,238.61億人民幣,按年倒退1.2%至上升4.6%,中位數3,349億人民幣,按年升3.4%。
派息方面,本網綜合7間券商,預期建行2023年每股股息介乎0.38元至0.41元,較2022年同期0.389元,按年減少2.3%至增加5.4%,中位數0.4元人民幣,按年升2.8%。投資者將關注建行管理層給予營運及派息指引,特別是存款利率連續調降後銀行是否能降低存款成本、涉及內房行業相關貸款撥備風險因素。
下表列出16間券商給予建行評級及目標價(港元):
券商│評級│目標價(港元)
中金│跑贏大市│6.57元
摩根大通│增持│6.45元
摩根士丹利│增持│6.4元
美銀證券│買入│6.3元
匯豐環球研究│買入│6.3元
農銀國際│買入│6.21元
法巴│買入│6.2元
星展│買入│6.2元
華泰証券│買入│6.08元
大華繼顯│買入│6元
中信証券│增持│6元
野村│買入│5.93元
廣發証券│買入│5.78元
海通國際│跑贏大市│5.41元
高盛│買入│4.8元
瑞銀│中性│4.65元
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