智通财经APP获悉，建银国际发布研报称，交通银行(03328)注资是期待已久的股价催化剂，使交行能够平衡业务扩张、股息支付和合理的资本充足率。注资可以弥补许多弱点，因此该行将H股目标价从7.5港元上调4%至7.8港元，基于2025财年0.51倍预测市净率，高于之前的0.49倍。该行相信，新目标反映对注资乐观，维持该股“优于大市”评级。
不过，此次注资发生在交通银行盈利品质平平、税率提高的背景下，促使该行将交行盈利预测下调2%。报告指，交通银行2024财年利润同比增1%，比该行预期低1%。在收入同比增1%的情况下，拨备前利润(PPOP)同比持平，PPOP和收入增长均比该行的预期高出1%。
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