汇丰研究报告指，中银香港(02388.HK) 第三季净利息收入超出该行预期，受惠于具韧性的净息差及资产快速增长。手续费收入会在第四季改善，作为抵销不良贷款比率上升，部分原因是对东盟的风险敞口。该行将公司目标价由28.5元升至30.8元，维持评级“买入”。
该行视第三季业绩对中银香港为温和正面，净息差在今年息率下降的环境下仍持续稳定，存款增长快过预期。该行料，第四季手续费收入会增加，客户资金从活期存款转换至定期存款的趋势将持续，认为在近期重新评价后，中银香港变得更加具吸引力。该行上调公司今年至2026年的盈利预测4.7%、4.9%及4%，下调股东权益报酬率25个基点至11.75%。(vc/k)
(港股报价延迟最少十五分钟。沽空资料截至 2024-10-31 12:25。)
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