摩根大通：维持邮储银行(01658)“中性”评级目标价下调至4.1港元

智通财经2023-11-20

智通财经APP获悉，摩根大通发布研究报告称，考虑到邮储银行(01658)收入前景受压，以及管理层对拨备管理的保守立场，预计其股价跑输的情况仍会持续至2024年，因此预计邮储行的ROE将向四大行水平靠拢，估值溢价将进一步收缩，维持“中性”评级，认为现时捞底为时过早，目标价由4.35港元下调至4.1港元。该行表示，邮储银行股价年初至今跑输四大国有银行约25个百分点，与四大行的估值溢价亦由年初的50%，...

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摩根大通：维持邮储银行(01658)“中性”评级 目标价下调至4.1港元

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摩根大通：维持邮储银行(01658)“中性”评级目标价下调至4.1港元