大行评级丨大摩:上调中银香港目标价至35.7港元 上调2025至27年盈利预测

中金财经
Oct 30, 2025

  摩根士丹利发表报告指,在中银香港第三季业绩公布后,将其2025至2027年盈利预测分别上调3%、2%和2%。受HIBOR驱动,所有三年的净利息收入预测均获上调。大摩预期中银香港财富及市场相关费用将保持强劲,从而推高手续费收入预测。因应成本纪律改善,该行已调低所有三年的成本预测。反映盈利预测上调,大摩将中银香港熊市、基线及牛市情境估值分别提高3%、3%和1%,目标价由33.4港元上调至35.7港元,评级为“减持”。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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