《大行》汇丰研究：内银收息偏好工行(01398.HK)及建行(00939.HK) 风险胃纳改善选招行(03968.HK)

阿斯达克财经04-30

汇丰研究发表报告指，首季内地大型银行每股盈利下降低单位数，略低过步市场预期。但考虑到内银3.2至5.5倍的低市盈率，认为市场将更加关注每股盈利可持续性多过季度数据。报告指，四大内银及交通银行(03328.HK) 考虑2024年度首度派发中期股息，股息吸引力再次得到确认。该行预计细节将在中期业绩中公布。与此同时，四大内银、交通银行和招商银行(03968.HK) 的CET1比率改善幅度超过预期，按季...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2431330673?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20190910113417692_s.jpg","is_english":false,"pubTime":"2024-04-30 11:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2431330673","market":"us","top_or_hot":-1,"title":"《大行》汇丰研究：内银收息偏好工行(01398.HK)及建行(00939.HK)  风险胃纳改善选招行(03968.HK)","media":"阿斯达克财经","content":"<div>\n<p>汇丰研究发表报告指，首季内地大型银行每股盈利下降低单位数，略低过步市场预期。但考虑到内银3.2至5.5倍的低市盈率，认为市场将更加关注每股盈利可持续性多过季度数据。报告指，四大内银及交通银行(03328.HK) 考虑2024年度首度派发中期股息，股息吸引力再次得到确认。该行预计细节将在中期业绩中公布。与此同时，四大内银、交通银行和招商银行(03968.HK) 的CET1比率改善幅度超过预期，按季...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346290/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》汇丰研究：内银收息偏好工行(01398.HK)及建行(00939.HK)  风险胃纳改善选招行(03968.HK)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》汇丰研究：内银收息偏好工行(01398.HK)及建行(00939.HK)  风险胃纳改善选招行(03968.HK)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346290/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰研究发表报告指，首季内地大型银行每股盈利下降低单位数，略低过步市场预期。但考虑到内银3.2至5.5倍的低市盈率，认为市场将更加关注每股盈利可持续性多过季度数据。报告指，四大内银及交通银行(03328.HK) 考虑2024年度首度派发中期股息，股息吸引力再次得到确认。该行预计细节将在中期业绩中公布。与此同时，四大内银、交通银行和招商银行(03968.HK) 的CET1比率改善幅度超过预期，按季...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346290/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01398","symbol_name":"工商银行","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346290/latest-news/AAFN","article_id":"2431330673","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20190910113417692_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2431330673","pubTimestamp":1714447920,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"汇丰研究发表报告指，首季内地大型银行每股盈利下降低单位数，略低过步市场预期。报告指，四大内银及交通银行考虑2024年度首度派发中期股息，股息吸引力再次得到确认。与此同时，四大内银、交通银行和招商银行的CET1比率改善幅度超过预期，按季上升5至96个基点，部分归功于新的资本框架和资产负债表组合调整。汇丰研究认为，中资银行有两个投资主题，一是收息偏好工行和建行，二是看好招行的风险胃纳改善和可持续的业务模式。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01398":"工商银行","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","HSBC":"汇丰","00939":"建设银行","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","03143":"华夏香港银行股","BK1507":"粤港澳大湾区","LU1720050803.USD":"安联全方位中国股票基金","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK1560":"内银股","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4207":"综合性银行","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1521":"挪威政府全球养老基金持仓","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0823426480.USD":"法巴中国股票经典Dis","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","03968":"招商银行"},"translate_title":"\"Big Bank\" HSBC Research: Domestic Banks' Interest Collection Preference ICBC (01398. HK) and CCB (00939. HK) Risk Appetite Improved Choose China Merchants Bank (03968. HK)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01398":1,"00939":1,"03968":1,"HSBC":1,"03143":0.6},"content_text":"汇丰研究发表报告指，首季内地大型银行每股盈利下降低单位数，略低过步市场预期。但考虑到内银3.2至5.5倍的低市盈率，认为市场将更加关注每股盈利可持续性多过季度数据。报告指，四大内银及交通银行(03328.HK) 考虑2024年度首度派发中期股息，股息吸引力再次得到确认。该行预计细节将在中期业绩中公布。与此同时，四大内银、交通银行和招商银行(03968.HK) 的CET1比率改善幅度超过预期，按季上升5至96个基点，部分归功于新的资本框架和资产负债表组合调整。至于首季内银净息差表现轻微好过预期。汇丰研究认为，中资银行有两个投资主题，一是收息偏好工行(01398.HK) 和建行(00939.HK) ，二是看好招行(03968.HK) 的风险胃纳改善和可持续的业务模式。(ha/cy)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-29 16:25。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2431330673"}