《大行報告》摩通上調工行(01398.HK)目標價至4.6元 評級「中性」
摩根大通發表研究報告指,考慮內地放寬疫情防控措施,加上零售業務出現復甦,根據第三季業績表現,相應將工商銀行(01398.HK)2022至2024財年盈利預測上調0.4%、1.2%及1.2%,目標價由4.5元升至4.6元,維持「中性」評級。
摩通表示,工行2022年收入增長可能面臨壓力,管理層在去年業績發布會亦重申將降費利民方針,但相信該行擁有強大的資本支持,審慎戰略及對非標準化資產低風險敞口,令工行核心一級資本比率維持為行業內較高水平。
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