《大行》瑞银上调民行(01988.HK)评级至“买入” 看好盈利拐点与估值重评

阿斯达克财经
Feb 10

瑞银发表研究报告,将民生银行(01988.HK) 评级由“中性”上调至“买入”,基于其估值处于深度折让,2026年预测市账率仅0.22倍(相对中信银行(00998.HK) 为0.47倍);以及受益于营收改善及资产负债表风险已大规模释放,盈利很可能自2026年开始迎来拐点。该行认为,市场当前仍以盈利压力将持续存在的定价逻辑来看待民行,而瑞银分析认为其拨备风险可能已见顶。随着盈利预计在2026年达到...

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