一文综合券商于建行(00939.HK)公布首季业绩后最新目标价及观点

阿斯达克财经04-30

建设银行(00939.HK) 金布首季业绩公布后股价靠稳，现升0.8%报5.11港元。瑞银表示，建行首季纯利按年跌2.2%低于该行原预期升1.4%，但大致符合国有四大商银的表，收入略优于预期，而首季拨备前经营利润(PPoP)按年跌3.4%，料市场对建行业绩轻微负面，维持“中性”评级及目标价4.65元。建行公布第一季度报告显示，录得纯利868.17亿人民币按年倒退2.2%，每股收益35分。年化加权...

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/2431338193?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20230217164451676_s.jpg","is_english":false,"pubTime":"2024-04-30 11:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2431338193","market":"hk","top_or_hot":-1,"title":"一文综合券商于建行(00939.HK)公布首季业绩后最新目标价及观点","media":"阿斯达克财经","content":"<div>\n<p>建设银行(00939.HK) 金布首季业绩公布后股价靠稳，现升0.8%报5.11港元。瑞银表示，建行首季纯利按年跌2.2%低于该行原预期升1.4%，但大致符合国有四大商银的表，收入略优于预期，而首季拨备前经营利润(PPoP)按年跌3.4%，料市场对建行业绩轻微负面，维持“中性”评级及目标价4.65元。建行公布第一季度报告显示，录得纯利868.17亿人民币按年倒退2.2%，每股收益35分。年化加权...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346278/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>一文综合券商于建行(00939.HK)公布首季业绩后最新目标价及观点</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一文综合券商于建行(00939.HK)公布首季业绩后最新目标价及观点\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.1346278/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>建设银行(00939.HK) 金布首季业绩公布后股价靠稳，现升0.8%报5.11港元。瑞银表示，建行首季纯利按年跌2.2%低于该行原预期升1.4%，但大致符合国有四大商银的表，收入略优于预期，而首季拨备前经营利润(PPoP)按年跌3.4%，料市场对建行业绩轻微负面，维持“中性”评级及目标价4.65元。建行公布第一季度报告显示，录得纯利868.17亿人民币按年倒退2.2%，每股收益35分。年化加权...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346278/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":"00939","symbol_name":"建设银行","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346278/latest-news/AAFN","article_id":"2431338193","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20230217164451676_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2431338193","pubTimestamp":1714447920,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"建设银行金布首季业绩公布后股价靠稳，现升0.8%报5.11港元。季内，经营收入1,952.84亿人民币下降2.8%。手续费及佣金净收入392.78亿人民币下降8.69%。经营费用减少2.92亿人民币；成本收入比上升0.45个百分点至22.11%。该行指建行首季净息差优预期，仅按年收窄2个基点至1.57%。该行维持建行“买入”评级及目标价6.93元。)相关内容《篮筹》建行首季纯利868.17亿人民币  倒退2.2%AASTOCKS新闻","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"00939":"建设银行"},"translate_title":"The latest target price and views of a comprehensive securities firm after CCB (00939. HK) announced its first-quarter results","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00939":1},"content_text":"建设银行(00939.HK) 金布首季业绩公布后股价靠稳，现升0.8%报5.11港元。瑞银表示，建行首季纯利按年跌2.2%低于该行原预期升1.4%，但大致符合国有四大商银的表，收入略优于预期，而首季拨备前经营利润(PPoP)按年跌3.4%，料市场对建行业绩轻微负面，维持“中性”评级及目标价4.65元。建行公布第一季度报告显示，录得纯利868.17亿人民币按年倒退2.2%，每股收益35分。年化加权平均净资产收益率11.59%，下降1.27个百分点。季内，经营收入1,952.84亿人民币下降2.8%。其中，利息净收入1,497.31亿人民币下降2.2%：净利息收益率1.57%，主要受LRR(贷款市场报价利率)下调以及市场利率低位运行的影响。手续费及佣金净收入392.78亿人民币下降8.69%。经营费用减少2.92亿人民币；成本收入比上升0.45个百分点至22.11%。减值损失481.47亿人民币。截至3月底止，不良贷款3,393.31亿人民币，不良贷款率1.36%，较年初下降0.01个百分点。拨备覆盖率238.17%，拨贷比3.24%。【纯利略逊预期 资本补充胜同业】花旗发表报告表示，建行今年首季拨备前经营利润(PPoP)按年跌3.4%，较2023年第四季按年跌1.5%转弱，主要受手续费用疲弱(按年跌8.7%)及营业费用拖累，抵销了贷款按年升11.1%因素。该行指建行首季净息差优预期，仅按年收窄2个基点至1.57%。由于采用新资本规则，2024年第一季风险加权资产(RWA)环比节省-3.6%，2024年首季核心一级资本充足率14.11%(按季增96个基点)、一级资本充足率为15.04%(按季增100个基点)、按照《商业银行资本管理办法》计量的资本充足率为19.34%(按季增139个基点)，内部资本补充状况良好，属四大国有商银中最高水平。该行维持建行“买入”评级及目标价6.93元。------------------------------------------相关内容《大行》瑞银：内银首季基本面仍疲弱  净息差趋于稳定下表列出5间券商对其投资评级及目标价：券商│投资评级│目标价花旗│买入│6.93港元野村│买入│6.34港元星展│买入│6.2港元高盛│买入│5.19港元瑞银│中性│4.65港元券商│观点花旗│首季业绩符预期，净利差趋势胜预期野村│净息差收窄少于预期星展│信贷成本可能面临较小压力高盛│收入略高预期，净利润略低预期瑞银│资本补充胜同业(ta/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-29 16:25。)相关内容《篮筹》建行(00939.HK)首季纯利868.17亿人民币  倒退2.2%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":1},"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/2431338193"}