《大行》摩通：内地向国有大行注资可能摊薄每股盈利交行(03328.HK)目标价下调至5.8元

阿斯达克财经09-27

摩根大通发表报告指出，市传中国计划对大型国企银行注资1万亿元人民币，该行料如以追踪账面价值一倍发行，可能导致股本回报率摊薄56点子，每股盈利摊薄7.1%；如以市价发行，则可能摊薄每股盈利11.2%。
该行估计，国企银行如目前的反弹持续，相信其有绝对的上升空间，但由于对服务国家政策风险及资产质量周期的忧虑，国企银行的表现或跑输市场及高增长的银行股(如招行及浦发行)。该行将交行(03328.HK) 的目标价由6.1元下调至5.8元，评级“中性”。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-26 16:25。)

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《大行》摩通：内地向国有大行注资可能摊薄每股盈利 交行(03328.HK)目标价下调至5.8元

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《大行》摩通：内地向国有大行注资可能摊薄每股盈利交行(03328.HK)目标价下调至5.8元