智通财经APP获悉，花旗发布研报称，展望未来，东亚银行(00023)基本经营表现可胜过市场预期，估值亦吸引，早前获纳入恒生综合指数，意味着未来有可能被纳入港股通，因此将投资评级由“中性”上调至“买入”，目标价由14.9港元升至16港元。
东亚银行于业绩会议上公布最新战略指引，目标至2028年将股本回报率(ROE)提升至7%，对比2025年为3.1%，市场预期为5.1%，主要驱动因素包括净利息收入预计持平；2025至2028财年的非利息收入年增长率料达14%；年度成本增幅低于5%；以及至2028财年信贷成本或可降至低于60个基点。
花旗指，东亚2028年股息目标较2025年水平翻倍，意味着至2028年每股股息可达到约1.2港元，预测届时ROE将达到6%，虽低于管理层目标，但仍显著高于市场普遍预测的5.1%。
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