星展：下调交通银行(03328)评级至“持有” 目标价升至5.5港元

智通财经04-15

智通财经APP获悉，星展发布研究报告称，将交通银行(03328)评级由“买入”降至“持有”，降今明两年盈测分别6%及9%，目标价由5.3港元微升至5.5港元。公司去年净息差收缩幅度小过同业。同时，交行的贷款增长同比升9.1%，为各主要国企银行中最低。整体而言，2023财年收入增长平稳，与同业看齐。该行预计，交行2024财年及2025年盈利增长平稳，主要原因是净息差受压及对内地银行信贷需求疲软，但会...

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