《大行》瑞银升中行(03988.HK)目标价至4.7元 海外业务令净息差优于同业

阿斯达克财经
27 Jan

瑞银发表研究报告指,中国银行(03988.HK) 离岸业务可在长期利率较高的环境下为集团的收入和净利润带来正面贡献,令其净息差优于同业。市场预期联储局于今年有限度减息,有助支撑银行的海外业务。在国有银行中,中行的海外资产占比最高,这或推动其潜在重新评级。而在宏观环境不明朗的情况下,集团约6.4%股息率具吸引力。
瑞银下调中行2024至2028年的每股盈测介乎0%至3%,以反映政策利率下降的利淡因素,惟重申其“买入”评级,目标价由4.2元上调至4.7元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-24 16:25。)

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