智通财经APP获悉，瑞银发布研报称，鉴于公司资本缓冲高于同业，且在注资方面并不紧张，予建设银行(00939)“买入”评级，目标价由6.5港元上调至7.4港元。报告指出，在考虑到2024年前9个月的财务数据后，将建设银行2024年至2025年每股预测略微下调约1%，尽管将收入预测下调1-3%，但这在很大程度上被信贷成本预测下调2至4个基点所抵销。此外，公司每股盈利稳定且股息率高于同业。
该行续指，建设银行指引近期贷款需求改善，并预计2025年新增贷款量将与去年同期大致相同，预期2025年公司的净息差仍将收窄，但幅度较小，按年减少10个基点。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.