小摩:对内银股维持正面看法

智通财经
01 Apr

智通财经APP获悉,摩根大通发布研报称,国有内银去年第四季业绩显示,拨备前利润(PPOP)和利润增长加速,支持了该行对内银的正面看法。中国银行(03988)在去年第四季表现最强,其次是农业银行(01288)和交通银行(03328),而邮储银行(01658)表现最弱。

该行将中行评级从“中性”上调至“增持”,将交行评级从“减持”上调至“中性”。由于担心邮储行资产质量恶化,而其股份的摊薄亦较预期大,将其从“增持”下调至“中性”。接下来的重要催化剂包括4月底公布的第一季度业绩。

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