《大行》摩通:国有内银第三季料再录强劲业绩 降邮储行(01658.HK)评级至“中性”

阿斯达克财经
Oct 23

摩根大通发表研究报告指,该行继续看好国有大型银行迎接第三季业绩,预期国有大行收入及盈利按年分别增长9%及5%,优于股份制银行的增长5%及倒退2%。尽管国有大行H股年初至今平均已升约23%,股息(除税后)相对10年期国债息差约210个基点,接近10年均值220个基点;在宏观预期偏弱、以及该行估计国有大行2025至2028年每股派息复合年增长约6%的背景下,该行预期国有大行仍可继续跑赢大市,惟短期或有...

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