花旗对印度市场持积极看法 将Axis银行纳入印度首选标的

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【花旗对印度市场持积极看法 将Axis银行纳入印度首选标的】花旗表示,在印度一季度财报 “好于预期”,且基准指数 Nifty 50 处于长期平均估值水平的背景下,该行对印度股市前景维持积极态度。 Surendra Goyal与Vijit Jain在研报中写道,孟买证交所 BSE‑100 指数成分股整体息税折旧摊销前利润同比增速约 6%,税后净利润同比增速约 9%,远高于此前预期的零增长、小幅下滑。绝大多数行业营收增长超出预期,部分行业如预期般遭遇利润率承压。花旗将 Axis 银行纳入大盘股首选名单,维持对金融、电信、公用事业及医疗保健板块的超配评级。

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