智通财经APP获悉，里昂发布研报称，交通银行(03328)去年交易收入胜预期，导致收入及净利润超预期。资产素质大致稳定，管理层对信贷增长乐观，纵使预期净息差今年收窄。基于长期展望改善，该行上调对交行目标价，由6.2港元升至7.5港元，维持“跑赢大市”评级。
报告引述交行管理层指，今年收入及盈利仍然受压，基于需求不足及净息差收窄，第一季将为最困难。但对贷款展望正面，预计同比新贷款增加及零售贷款市占上升，又指企业贷款需求今季以来良好。净费用收入增长亦有轻微改善，有信心资产素质稳定，但见到房地产、零售贷款及企业贷款受压，受外在环境负面影响。
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