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招行去年多賺逾6% - RTHK @ 2024-03-26T16: Back Hot News
Keyword:招行 招商銀行
Concept:招商銀行派息 , 億元人民幣去年
沽空 $1.55億; 比率 23.666% H股目標價至45.71元,並維持「買入」投資評級。該行指招行去年派息比率按年升2個百分點至35%,預期招行今年平均淨資產收益率(ROAE)達15.8%,為同業中最高。
【11:00】熱門收息股之一的招商銀行 (03968)昨晚公布去年第四季約利按年增6.9%至301億元人民幣,野村就此發表最新研究報告指,招行季績與預先公布業績一致,惟其收入按年減1%,卻較野村預期低3%,維持招行目標價36.44元,以及投資評級「買入」不變。
不過該行指,招行上季淨息差低於同業,淨利息收入按季跌1.7%。去年費用收入下跌10.8%,估計今年上半年壓力持續。去年成本對比入比率上升,資產質素表現參差,整體而言,相信去年業績對招行屬溫和正面,將今明兩年每股盈利預測分別下調2%及0.8%,但每股派息預測分別上調6.9%及11.2%,維持其「買入」評級,目標價由42.4元上調至45.6元。(CY/W)(港股報價延遲最少十五分鍾。沽空資料截至 2024-03-26 12:25。)

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