藤原拓海小钻风
2020-09-01
中行原油宝?
一文了解券商於中行(03988.HK)公布业绩後最新观点、评级及目标价
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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一文了解券商於中行(03988.HK)公布业绩後最新观点、评级及目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-01 12:09 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1040698&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国银行 今早股价偏淡。中行周日(30日)公布今年中期纯利按年倒退11.4%至1,009.17亿元人民币,高於本网早前综合2间券商分别994.83亿元及999.27亿元人民币之预测。每股盈利0.32元人民币,不派中期息。税後溢利按年跌11.2%,仅高於本网早前综合3间券商预测的1,077.28亿元人民币下限。净利息收入按年增长8.4%,净息差1.82%,按年跌1点子。手续费及佣金收支净额按年倒退...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1040698&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b94748254746975add4199d2ec0ee3d","relate_stocks":{"03988":"中国银行"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1040698&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2064475866","content_text":"中国银行 今早股价偏淡。中行周日(30日)公布今年中期纯利按年倒退11.4%至1,009.17亿元人民币,高於本网早前综合2间券商分别994.83亿元及999.27亿元人民币之预测。每股盈利0.32元人民币,不派中期息。税後溢利按年跌11.2%,仅高於本网早前综合3间券商预测的1,077.28亿元人民币下限。净利息收入按年增长8.4%,净息差1.82%,按年跌1点子。手续费及佣金收支净额按年倒退0.4%,资产减值损失664.84亿人民币按年升97.5%,不良贷款总额1,983.82亿人民币,较去年底升11.3%。中行风险总监刘坚东称在目前复杂市场环境下,下半年信用风险的暴露料会持续,该行会加大不良资产处理及拨备计提力度,但估计资产质素仍会保持稳定,信用风险总体可控。中行副行长郑国雨预期,未来净息差仍然面临收窄压力,该行会透过持续优化资产结构、提升资金利用效率、控制负债成本及加强管理等措施,降低市场环境对净息差带来的冲击。【业绩符合预期 净息差按季升】花旗发表报告指,中行今年第二季净息差按季扩阔4点子至1.84%,受惠监管当局收紧结构性存款导致存款成本下降,但存款增长仍然疲弱,所有项目费用收入均下跌,交易利润亦受原油相关损失冲击。资产质素亦令人担忧,不良贷款比率按季升3点子,毛不良贷款形成率按季升13点子。该行认为中行股价表现跑输已反映疲弱业绩因素,维持中行「买入」评级及目标价3.68港元。摩根大通认为,中行第二季业绩大致符合预期,扣除原油相关损失的拨备前溢利按年升10%,为四大行中表现最佳。该行认为中行的优势为净息差及资产质素,其中净息差按季扩阔4点子胜行业,领先指标亦显示资产质素压力纾缓,但费用收入表现仍然滞後,海外业务亦成为集团业绩负累。该行认为整体业绩表现属中性,维持中行「中性」评级,目标价3港元。-----------------------本网最新综合6间券商对中行投资评级及目标价:券商│投资评级│目标价(港元)中金│跑赢行业│4.53元花旗│买入│3.68元高盛│中性│3.6元美银证券│买入│3.5元摩根大通│中性│3元海通国际│中性│2.7元-----------------------券商│观点中金│下调今明两年盈测16%花旗│费用收入疲弱及原油相关交易损失拖累业绩高盛│维持中性评级美银证券│业绩稳固,息差及核心盈利录增长摩根大通│业绩大致符预期,在四大内银中表现较高海通国际│就商品产品作大额赔偿(fc/w)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/971610550"}
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