高盛：上调交通银行H股目标价至3.43港元但维持“沽售”评级

金融界04-29

高盛发表报告，指交通银行（601328）首季拨备前盈利及纯利均胜该行预期，受惠净息差按季扩至1.2%，较该行预期高11个基点。净息差扩大主要受信贷按年增长加快至7%，高于总资产按年4%增长所致；高收益贷款对生息资产占比扩张，提振了生息资产收益率。总结而言，交行贷款增长速度快过存款增速(按年升2%)，导致净息差按季改善。不过投资者更关注交行风险加权资产(RWA)及资本状况。报告称，交行未有披露RWA...

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高盛：上调交通银行H股目标价至3.43港元 但维持“沽售”评级

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高盛：上调交通银行H股目标价至3.43港元但维持“沽售”评级