《大行》大摩:港银偏好渣打(02888.HK) 降中银(02388.HK)及恒生(00011.HK)评级至“减持”

阿斯达克财经
Jan 06, 2025

摩根士丹利发表报告指,香港和新加坡银行受惠于利率上升而表现优异,但利率周期已转向,料未来非银行业务特别是财富业务增长将会支撑股本回报率。该行认为香港和新加坡银行现金产生能力强,因此仍具防守性。港银中,该行偏好渣打(02888.HK) ,另下调中银香港(02388.HK) 及恒生(00011.HK) 评级,均由“与大市同步”降至“减持”,上调对中银目标价由100.4元升至108.5元,下调对恒生...

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