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《大行》花旗:東亞銀行(00023.HK)派息率穩定 評級「中性」
阿思達克 08-21 14:49
花旗銀行發表研究報告指出,東亞銀行(00023.HK)今年上半年可歸屬利潤為23億元,按年增長25%,高於市場預期7%,主要由較低的減值費用和較高的聯營公司收入推動,而撥備前利潤(PPoP)基本符合預期。總收入為103億元,按年下降2%,因淨利息收入疲軟被較強的非利息收入所抵銷。 花旗認為,東亞銀行此次業績超出預期的質量相對較低,因為增長主要來自好於預期的信貸成本和較高的聯營公司收益。儘管資本比率高,但派息比率仍維持在約45%不變。該行對其目標價為11.6元,評級「中性」,認為東亞的派息率穩定。
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