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《大行》高盛料內銀行業迎來拐點 上調盈測及目標價薦招行(03968.HK)
高盛發表研究報告指,今年以來其所評級的中資銀行H股按市值加權計算錄得26%升幅,其中招行(03968.HK)H股累升33%,跑贏交行(03328.HK)的15個百分點,基於近期市場表現、投資者情緒及經濟環境變化,認為內銀行業已迎來拐點。
高盛將預測評級銀行第二季平均撥備前營業利潤(PPOP)及淨利潤將平均增長0.3%,並將所評級內銀H股2025至2027年收入預測上調2%、4%及4%,稅後淨利預測上調5%、6%及5%,目標價平均上調12%,推薦招行,維持「買入」評級,目標價從47.08元上調至53.34元。高盛亦重申對交行的「沽售」評級,目標價維持6.21元。
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