大行评级｜摩根大通：金管局扩大放宽按揭成数生效期对惠理、港银及中资券商正面

格隆汇资讯06-17

摩根大通发表研究报告指，中证监优化两地基金互认安排及本港金管局扩大放宽按揭成数生效期，相信对惠理集团、港银和中资券商来说将越趋正面。摩通表示，互认协议中，惠理集团和恒生银行旗下恒生投资管理将直接受惠于灵活性提高带来的辖下资产管理规模增长，而中资券商和港银可以随着流入香港市场的投资资金流不断增加，也间接受惠于更好的收入或费用；中金公司和华泰的离岸市场盈利贡献较高，恒生银行和中银香港的资产管理和经纪...

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