分析师调低三大银行股展望 星展评级下调至 “卖出”

联合早报
08 Apr

大华银行分析师指出,亚洲多个制造业国家如越南、泰国、中国和印尼都面临30%以上的高额关税,区域经济放缓将波及整个地区的供应链,而许多公司的“中国+1”战略已破灭。 分析也指出,制造商出于生存考量或裁员削减成本,从而导致失业率上升,这将抑制消费者支出,进一步压缩银行的零售业务空间。 大华继显也将星展银行和华侨银行2026年的净利润预测下调13%,理由是贷款增长下降以及制造业不良贷款或导致信贷成本攀升...

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