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《大行》美銀證券將中資券商股目標價上調17%至56% 盈測最多上調21%
美銀證券發表研究報告,預測中資券商今年上半年盈利將按年增長57%,主要受惠於股市上漲及交易量回升,次季行業盈利預料平均增長28%,其中中金公司(03908.HK)以94%的增幅跑贏同業,其次東方證券(03958.HK)、中信証券(06030.HK)、國泰海通(02611.HK)預料分別增長65%、61%及35%。
基於A股IPO審核鬆綁、港股IPO再次熾熱、潛在行業併購及穩定幣相關創新業務等潛在催化劑,該行對中資券商仍持樂觀看法。憧憬股票投資收益提升及跨境衍生品需求增加,可部分抵銷利息開支上升的影響,美銀證券將行業今年盈利預測盈測最多上調21%,但將招商證券(06099.HK)盈預下調10%,因相對看淡其盈利增長前景及ROE改善情況,華泰證券(06886.HK)盈測維持不變。
該行並將中資券商股H股目標價上調17%至56%,較看好中金公司、廣發証券及中信証券。
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