研報掘金|中金:下調民生銀行目標價至3.55港元 下調今明兩年盈測
中金髮表報吿指,民生銀行上半年營收、淨利潤分別按年降6.2%、5.5%,其中第二季營收、淨利潤分別按年降低5.5%、5.3 %,降幅均有所收窄,業績基本符合中金預期。報吿指,民生銀行公吿計劃中期每10股派發現金股利1.3元、合計總額約56.92億元,對應分紅比率29.9%,與2023年底30%的分紅率基本一致。該行認為中期分紅落地有利於改善部分機構投資者現金流、增強投資者信心。由於經濟復甦、銀行業擴表降速,中金下調民生銀行全年利潤預測6%至355億元,下調明年利潤預測8%至372億元。該行下調H股目標價5%至3.55港元,維持“跑贏行業”評級。
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.