小摩:支援中小企举措额外利好港银 首选中银香港及大新银行(表)

智通财经
17 Oct 2024

智通财经APP获悉,摩根大通发表报告称,新一份施政报告提及香港金管局进一步放宽按揭成数上限及再推“还息不还本”支援中小企的措施,该行认为将有助于银行更灵活地管理相关行业的资产质量风险,并对香港银行业带来正面影响。香港银行股中,该行首选中银香港(02388)及大新银行集团(02356),因其基础利润增长更佳。该行解释,虽然香港金管局提高最高按揭成数(LTV)上限主要惠及价值超过3,000万港元的物业...

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