大行评级丨小摩:国有银行次季业绩胜预期,中国银行及建设银行仍为首选

格隆汇
Aug 31
摩根大通发表报告指,国有银行次季业绩胜市场预期,平均收入和利润环比增长9%和6%,大幅领先股份制银行的增长1%和下跌9%。此外,国有银行将中期股息派息率上调1个百分点,虽然幅度不大,但这是上市以来首次提高常规派息率,对股东回报而言是积极讯号。该行将邮储银行评级由“中性”上调至“增持”,目标价由5.1港元升至5.9港元;将兴业银行由“增持”下调至“中性”,并将华夏银行由“中性”下调至“减持”。在其内银股覆盖范围内,中国银行及建设银行仍为首选,目标价分别6.15港元及10.1港元,并对所有国有银行均维持“增持”评级。

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