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《大行》瑞銀升中信証券(06030.HK)目標價至37.64元 維持「買入」評級
阿思達克 09-02 16:18
瑞銀研究報告指出,中信証券(06030.HK)今年上半年淨利潤為137億元人民幣,按年增長30%,達到市場預期2025財年預測的54%,又認為中信証券擁有最大的股票ETF規模,其將從ETF結構性增長中顯著受益。 瑞銀上調中信証券2025至2027財年盈利預測3%至6%,同時上調期內市場平均日交易額預測14%、14%及12%,至1.6萬億、1.6萬億與1.7萬億元人民幣;融資融券及證券借貸餘額預測上調9%、12%與15%,至2.4萬億、2.6萬億及2.7萬億元人民幣;總投資收益率預測上調0.2、0.2及0個百分點,至4%、4%與4.1%,因滬深300指數年內至今上漲15%。該行將中信証券的目標價由29.6元上調至37.64元,維持「買入」評級。
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