兴业银行(601166)2024年一季报点评：息差韧性超预期推动营收增速回升

国泰君安04-30

本报告导读：兴业银行2024Q1 营收增速转正，净利润降幅收窄，资产质量总体稳健，盈利能力边际修复。由于2023 年利润负增BVPS 基数低，下调目标价至20.2 元，维持增持评级。投资要点：投资建议：调整2024-2026 年净利润增速预测为0.8%、3.2%、9.6%，对应BVPS 36.75(-2.46)、39.29(-4.10)、42.17(新增)元，参考可比公司给予2024 年0.55 ...

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兴业银行(601166)2024年一季报点评：息差韧性超预期 推动营收增速回升

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兴业银行(601166)2024年一季报点评：息差韧性超预期推动营收增速回升