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《大行報告》農行(01288.HK)投資評級及目標價(表)
阿思達克 03-25 16:11
農業銀行(01288.HK)將於本周四(28日)公布去年業績,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7間券商預測,農行2023年純利料介乎2,639.53億至2,724.36億元人民幣,較2022年純利2,591.4億元人民幣,按年上升1.9%至5.1%,中位數2,710億元人民幣,按年增加4.6%。 綜合4間券商預測,農行2023年營業收入料介乎6,860億至7,069.88億元人民幣,較2022年營業收入7,254.99億元人民幣,按年下跌2.6%至5.4%,中位數6,965.6億元人民幣,按年減少4%。綜合6間券商預測,農行2023年每股股息料介乎0.22至0.23元人民幣,中位數0.23元人民幣,對比2022年0.22元人民幣。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間券商對農行(01288.HK)投資評級及目標價: 券商│投資評級│目標價 中銀國際│買入│4.46元 花旗│買入│4.22元 中金公司│跑贏行業│4.16元 華泰証券│買入│3.91元 廣發証券│買入│3.88元 中信証券│增持│3.8元 摩根大通│中性│3.7元 建銀國際│增持│3.6元 摩根士丹利│增持│3.6元 海通國際│優於大市│3.55元 瑞銀│買入│3.45元 星展│買入│3.4元 匯豐環球研究│買入│3.4元 美銀證券│買入│3.4元 野村│中性│3.29元 高盛│沽售│2.16元
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