高盛研究报告指,中银香港(02388.HK) 及恒生(00011.HK) 的市盈率估值已调整至20年的平均值,市场对25/26财年每股盈利增长的预期亦已低于中期周期的增长。另外,预期本地楼市和贷款业务将呈现缓慢(约低单位数)复苏。加上作为盈利推力因素的HIBOR受压,对银行业的净息差及报表构成下行风险。该行料HIBOR将于下半年稍为回升,因过剩的流动性将从银行体系中撤走。然而,与美元利率的差距在...
Source Link高盛研究报告指,中银香港(02388.HK) 及恒生(00011.HK) 的市盈率估值已调整至20年的平均值,市场对25/26财年每股盈利增长的预期亦已低于中期周期的增长。另外,预期本地楼市和贷款业务将呈现缓慢(约低单位数)复苏。加上作为盈利推力因素的HIBOR受压,对银行业的净息差及报表构成下行风险。该行料HIBOR将于下半年稍为回升,因过剩的流动性将从银行体系中撤走。然而,与美元利率的差距在...
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