《大行》瑞銀升中信銀行(00998.HK)目標價至9元 評級「買入」
瑞銀發表報告,重申中信銀行(00998.HK)「買入」評級,並將目標價從6.1元上調至9元。根據該行的2025年每股派息預測及目前股價計算,股息率料約5%,即使H股股價本年至今累升約45%,仍具吸引力。
另一方面,該行指見到越來越多的資金流入,包括來自保險投資者的資金流入,支持了中信銀行H股今年以來的股價表現。至於基本面方面,儘管第二季在高基數下的營業額可能出現較大幅度的下滑,但在信貸成本降低的幫助下,預期上半年的淨利將保持正增長。全年淨利增長亦可能維持穩定,按年增幅料約1.9%。
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