高盛发表研究报告指，东亚银行(00023.HK) 去年下半年录每股盈利0.83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%，而逾期账款比率维持低水平。管理层指，不良贷款比率属可控。
高盛料东亚今年至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元。该行将公司目标价由9.6元上升至10.7元，维持评级“中性”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-24 12:25。)
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