中信股份(00267.HK) 公布预期去年全年盈利按年增1%。汇丰研究发表报告指,略低于该行的预期,但与其他综合企业相比,这仍然是稳健的增长。公司在中期的派息有稳定增长,料公司全年股息率可达7%,具吸引力。该行指,金融板块在有利的财政政策改革(例如已宣布的地方政府债务置换计划)下仍然持续稳健,料3月的全国两会后会有更多细节。该行维持评级“买入”,目标价由9.5元微降至9.4元。
该行指略微上调对公司2024年至2026年的盈利预测。此外,目前2024年的市账率为0.3倍,处于较低水平;考虑到财政政策带来的有利趋势,认为估值并不高。(vc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-28 12:25。)
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.