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大行評級|摩根大通:上調建行目標價至6.1港元 下調郵儲銀行目標價至4.3港元

摩根大通發表報吿指,預計該行所覆蓋內銀今年首季的收入和撥備前利潤(PPoP)將受壓,按年料平均分別跌4%和6%。當中,四大國企銀行利潤增長或會持平至錄低單位數升幅,而股份銀行(JSB)利潤或會收縮。不過,該行料中信銀行及平安銀行首季純利料分別增長3%及2%,招行首季純利料按年持平。

該行認為,在四大銀行中,中國銀行可能會錄得較理想的收入數字,而農業銀行或會有更好的利潤增長。該行予建行“增持”評級,H股目標價由6港元上調至6.1港元,郵儲銀行評級為“中性”,H股目標價由4.4港元下調至4.3港元。

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