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《大行報告》美銀證券下調中信証券(06030.HK)盈測 目標價降至20.8元
阿思達克 03-19 15:42
美銀證券發表研究報告指中信証券(06030.HK)去年純利增22%至149億元人民幣,經調整收入增長為29%,主因交易佣金收入增長以及投資銀行收益帶動。公司去年第三/第四季為金融資產撥備31億及17億元人民幣,令純利遜預期。

報告指,在基本面和市佔率維持穩定,預期公司是內地市場持續改革的主要受益者。公司資產增長33%,當中交易資產增55%,員工數目由2019年的1.6萬人增至去年的1.9萬人,相信收入持續增長是公司的主要目標。

該行降2021至22年盈利預期3%至5%,目標價降1%至20.8元,評級「買入」。

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