摩根大通研报指,香港银行股将自2月中旬开始陆续公布2025财年业绩,预计因净息差变动及信贷成本波动影响,各银行盈利势头将现分化,但预计股息政策不会有重大变化;预计渣打(02888.HK) 及大新银行(02356.HK) 或表现最佳,盈利预测增长超过30%,而东亚银行(00023.HK) 可能表现最差,预计盈利将下滑;其中大新银行及渣打在2025财年的总股东回报表现更为突出。展望未来,摩通预计,尽管...
Source Link摩根大通研报指,香港银行股将自2月中旬开始陆续公布2025财年业绩,预计因净息差变动及信贷成本波动影响,各银行盈利势头将现分化,但预计股息政策不会有重大变化;预计渣打(02888.HK) 及大新银行(02356.HK) 或表现最佳,盈利预测增长超过30%,而东亚银行(00023.HK) 可能表现最差,预计盈利将下滑;其中大新银行及渣打在2025财年的总股东回报表现更为突出。展望未来,摩通预计,尽管...
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