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交银国际:维持海通证券(6837.HK)中性评级 上调目标价至8.3港元
格隆汇 04-29 14:04

交银国际发表研究报告表示,海通证券(6837.HK)今年首季净利润36.2亿元人民币,按年增长58%,营业收入111.9亿元人民币,按年增长60%,剔除按年增幅较大的其他业务收入后,营收按年增长48%,其中六成增量来自投资收益。该行调整公司利息净收入及投资收益等预测,上调21/22年盈利增速,并将其目标价由8.2港元,上调至8.3港元,维持中性评级。

该行指,海通证券首季投资收益按年增长121%,债权类投资占比提升,投行业务表现突出,手续费佣金收入按年及按季各增长77%及21%,但最新储备项目数排名较第一季度末下滑。

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