智通财经APP获悉，高盛发布研报称，维持东亚银行(00023)“中性”评级，目标价由9.6港元上升至10.7港元。该行预计东亚今年至2027年的借贷成本会逐步回复正常，目前分别料78个、73个及70个基点。整体而言，该行上调公司今明两年的每股盈利分别17%及11%，并料2027年的每股盈利为1.73港元。
高盛指，东亚银行去年下半年录每股盈利0.83港元，胜该行预期。去年下半年收入因为较高的净利息收入及费用收入而高过该行预期4%。去年下半年经营开支低过该行预期4%，导致拨备前利润胜该行预期12%。而该行整体商业房地产借贷占总贷款组合23%，比2023年的25%有所回落，而单以香港商业房地产计，平均按揭成数为53%，而逾期帐款比率维持低水平。管理层称，不良贷款比率属可控。
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