智通财经APP获悉，花旗发布研报称，认为市场对农业银行(01288)首季净利润同比增长2.2%的表现反应正面，基于农行不良贷款覆盖率高于同业、专注国内业务且在农村及县域地区拥有强大业务基础，或较少受中美关税升级影响，以及管理层强烈的激励措施。该行目前予农行“买入”评级及4.75港元目标价。
花旗认为农行具持续实现快于同业盈利增长的良好条件，有助支撑农行较其余大型银行的溢价估值。由于邮储行A股于4月30日除息，可能促使寻求高收益的投资者从邮储行A股转向农行A股，基于农行具更好的收益能见度和前景，且2025年股息不会面临股权稀释风险。该行认为，轮换资金流动应有助于进一步支撑市场对农行季绩的正面反应。
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