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大行評級|花旗:對重慶農村商業銀行開啟30日正面催化觀察
花旗發表報吿表示,作為收息投資主題的內銀股一直都是A股市場今年以來表現最好的板塊,年初至今升21%,相比滬深300僅錄升幅2.3%。其中,有發可轉換公司債劵的地區銀行表現尤為突出,原因是管理層有誘因釋放盈利,以轉換可轉換公司債或補充資本,從而帶動盈利增長快於同業。花旗對重慶農村商業銀行開啟30日正面催化觀察,另對交行及招行開啟負面催化觀察。該行指,內銀股次季仍受壓,個別公司或會交出正面驚喜,指可轉換公司債券仍有可觀向上空間,偏好有公佈盈利誘因的銀行。
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