摩通发表报告指，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。中行(03988.HK) 在去年第四季表现最强，其次是农行(01288.HK) 和交行(03328.HK) ，而邮储行(01658.HK) 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。
股份 | 投资评级 | 目标价(港元)
中行(03988.HK) | 中性→增持 | 4.15→5.40
交行(03328.HK) | 减持→中性 | 5.80→6.85
邮储行(01658.HK) | 增持→中性 | 5.70→5.00
(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 16:25。)
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