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摩通料內銀股股價或有8%升幅 下半年收入及利潤增長見改善
摩通發表報告指,內地銀行業受惠於淨息差穩定以及手續費收入持續增長,相信將可吸引收息一族,因此看好中資銀行股下半年升勢,預計內銀A股的股價升幅或達15%,而在香港上市的H股可能會上升8%,預計摩通涵蓋的內地上市銀行股今年的平均股息率約為4.3%。 摩通稱,充足的流動性以及宏觀經濟環境疲弱在資產配置下繼續有利於收息股,因此仍然看好內銀板塊,相信內銀下半年收入及利潤增長應會較上一個季度有所改善。 摩通續指,預計內地減息周期即將結束,下半年或明年或只會有一至兩次的減息,該行將交通銀行A股(601328.SH)及H股(03328.HK)的評級從「中性」上調至「增持」,將平安銀行(000001.SZ)評級從「減持」上調至「中性」。
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