《大行》摩通:中银香港(02388.HK)弱势或由资产质量担忧所引发 惟可能过度

阿斯达克财经
02 Dec 2024

摩根大通发表研究报告指,中银香港(02388.HK) 上周股价下调6%,跑输恒指及同行6至9%,相信表现弱势或由资产质量忧虑所引发,惟市场可能过度反应。该行认为,集团在明年首季公布的2024财年业绩将会带来可观的风险回报,重申“增持”评级,目标28元。

摩通预期,中银香港在未来6至12个月,随着管理层在资本充裕的情况下提升股东回报,净息差和资产质量迁移的韧性,以及平均生息资产(AIEA)的持续增长,集团的盈利下行风险有限。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-29 16:25。)

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