《大行》華泰證券維持遠東宏信(03360.HK)「買入」評級 目標價升至9元
華泰證券發表研究報告指,遠東宏信(03360.HK)2025年上半年純利按年增長3.8%至21.6億元人民幣,基本符合市場預期,期內金融業務穩健向好,生息資產規模終止去年跌勢,淨息差略為擴大至4.06%,資產質量保持穩定,不良率微降至1.05%。
遠東宏信派中期息每股0.25元,派息比率約50%,管理層預期股息仍有提升空間。華泰證券預測2025年股息回報率達約7.2%,考慮到其金融主要業務表示穩健及高股息回報,維持「買入」評級,目標價由6.4元上調至9元,料今年淨利潤達47億元人民幣,2026及2027年淨利潤上調1.5%及0.8%,至54億及55億元人民幣。
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