You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|大摩:預期內銀淨息差將趨穩 首選改為郵儲銀行
摩根士丹利發表報吿,認為中國將金融風險控制放在優先位置相對於支持增長的重大轉變將繼續取得成效,並有助各大銀行創造可持續的股東回報,價值和股息仍可跑贏大市。大摩指,截至7月30日,該行所覆蓋的A股和H股銀行股過去三年的平均總回報率約為35%。該行預期,內銀淨息差將趨穩。在新的貨幣政策框架下,預期明年的淨息差壓力温和,後年則會有所反彈。大摩將內銀股首選改為郵儲銀行,因為具最佳定位,包括潛在較高的資產收益率和較低的存款利率。同時亦認為其他多隻銀行股仍有不錯的回報潛力,特別是建設銀行、寧波銀行、民生銀行及興業銀行。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account