花旗表示,根据最新的营运趋势,预期内银去年收入/盈利按年变动将分别为0%及+2.1%,相比首九个月的-1.2%和+1.4%,主要原因包括受924政策影响,预计在第四季度零售贷款将显著增长;在第四季度,因债券市场上涨,预计将获得可观的交易收益;以及2023年第四季度的低业绩基数,为增长提供有利的比较。
在花旗覆盖的银行中,交通银行(03328.HK) 和重庆农村商业银行(03618.HK) 预计将在2024年第四季度实现超出预期的盈利按年增长,分别为+9%和+20%。而平安银行则可能令人失望,预计第四季度盈利将-30%,并削减股息支付。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-10 12:25。)
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