【小摩:市场对港银过分乐观 降中银香港(02388.HK)评级至“中性”】智通财经APP获悉,摩根大通发布研报称,中银香港(02388.HK)
股息政策的上行潜力可能缓解每股股息下降的影响,但不足以推动重新评级,因此将评级从“增持”下调至“中性”,目标价由原先33.9港元升至37.7港元。
该行将中银香港2025及2026财年盈利预测分别下调22%及24%,以反映香港银行同业拆息(HIBOR)大幅下降导致的净息差收缩及拨备前经营溢利下降。
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