美银证券发布研报称，重申中金公司（03908）H股“买入”评级，目标价维持27.6港元。该行预计中金第三季度纯利达到61亿元人民币，同比及环比分别增长172%及31%，主要由按市值计价的长鑫科技（688825.SH）投资收益推动，包销费用及衍生工具收入亦预期录得强劲同比增幅。
美银证券预测，中金今年首三季纯利同比增长117%，相当于市场对其全年盈利预测的88%，并为业内最快增速。该行指出，中金中期盈利同比增长89%，第三季度业绩表现预期更强，目前盈利表现与股价脱节，将为投资者提供具吸引力的入市机会。
中金公司上月获中证监批准，通过换股吸收合并东兴证券（601198.SH）与信达证券（601059.SH）。美银证券认为，投资者对合并相关风险过度忧虑，考虑到交易预料于10月份完成，信达证券及东兴证券并入的损益少于3个月，该行相信今年摊薄效应有限。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.