Share This

Hot News

高盛狠砍港銀目標價首選中銀香港吁賣東亞 @ 2011-11-04T11: Back Hot News
Keyword:高盛 港銀 東亞
Concept:
繼瑞信後,再有券商全面調低香港銀行目標價。高盛狠削港銀目標價 20% 至 37% ,主要因為貸款增長放緩、淨利息收益率持續受壓及信貸成本上升,該行並且估計,未來 12 至 18 個月商用物業會跌價 2 成。港銀首選為中銀香港 (2388-HK) ,最為看淡東亞 (0023-HK) ,並把東亞列入確信沽售名單。
香港銀行股下跌,東亞銀行〔00023.HK〕跌2.43%報28.15港元。高盛表示,由於港銀業務與內地掛勾,撥備前資產回報率薄弱、具一定程度貸款減值撥備,及對本港樓巿的敏感度,於目前宏觀經濟下行的情況下,認為巿場預期2011-12年港銀純利可增3%及11%的看法過於樂觀。該行下調港銀2011年盈測4%-11%,並下調2012-13年盈測23%-40%,反映貸款增長放緩、淨息差持續收窄、信貸成本續升及物業市值損失。預料2012年港銀核心收入增長4%,撥備前盈利增2%,經營溢利增長19%。港銀目標價相應下調21%-38%。
高盛將香港銀行一二及一三年的盈利預測,大降23至40%,同時將港銀目標價削21至38%,東亞、大新銀行 (02356)及

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.