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研報掘金丨華泰證券:維持成都銀行“買入”評級,基本面穩健+高股息優勢凸顯
華泰證券研報指出,基本面穩健+高股息優勢凸顯,看好成都銀行(601838.SH)投資機會。公司規模增速居前+負債成本有望優化+可轉債轉股有望補充資本,測算24E股息率位列上市銀行第2,高股息特徵突出。隨成渝經濟圈戰略地位提升,區域經濟空間廣闊,成都銀行經營行穩致遠,基本面紮實,穩居同業第一梯隊,估值有望對標第一梯隊,給予24年目標PB1.05倍,目標價20.48元,維持“買入”評級。
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