智通财经APP获悉,星展发布研报称,农业银行(01288,601288.SH)增长趋势优于同业,上季净利润同比增长2%至720亿元人民币,贷款结余按季增长5.1%;净息差同比降10个基点。该行将农行目标价由4.6港元上调至5.3港元,重申“买入”评级。由于农行的基本面稳健增长,该行预计将持续吸引资本流入,同时,其2025年股息率料与同业相若。
该行预期农行2024至27财年的盈利年均复合增长率约为1.8%,将2026至27年的盈测分别下调3%和6%。由于宽松的货币政策环境,该行预期农行未来数个季度的净息差将进一步下降数个基点,而信贷成本预测大致稳定。
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