一文了解券商於建行(00939.HK)公布業績後最新評級、目標價及觀點
建設銀行(00939.HK)今早股價造好,最新報6.61元上揚2.2%。建行上周五(26日)晚後公布去年業績,純利按年增長1.6%至2,710.5億元人民幣,符合預期(本網之前綜合券商預測淨利潤介乎2,492.24億至2,764.85億元,中位數2,544.82億元);每股盈利1.06元人民幣。派息每股0.326元人民幣。
建行去年利息淨收入按年增長7.2%至5,759.09億元人民幣,淨利息收益率按年收窄13點子至2.19%。信用減值損失按年增加18.7%至1,934.91億元人民幣,不良貸款餘額按年增加22.7%至2,607.29億元人民幣。不良貸款率1.56%,按年提升0.14個百分點。核心一級資本充足率13.62%,稍低於2019年的13.88%。
【業績符預期 股息回報佳】
匯豐環球研究指,建行去年股盈利1.06元人民幣,高於市場原預期5.2%,指成本效益表現正面,派息及資本充足率亦正面,指公司收入增長續優於同業,決定下調對其今明兩年每股盈利預測各8.4%及2.8%,維持建行H股「買入」評級,上調對其目標價由8.1元升至8.8元。
美銀證券發表報告表示,建行去年核心收益增長穩健及收益率吸引下,該行將其目標價從7.7港元上調至8.05港元,維持「買入」評級。該行表示,建行核心一級資本充足比率保持較高水平,為13.6%,股本回報率為12.2%,其派息比率按年上升0.3個百分點至30.7%,因此將其2021年至2022發盈利收入提高4%-5%。
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本網最新綜合10間券商對其投資評級及目標價,3間券商上調目標價:
券商│投資評級│目標價(港元)
中金│跑贏行業│10.17元
匯豐環球研究│買入│8.1->8.8元
摩根大通│增持│8.7元
花旗│買入│8.39元
傑富瑞│持有->買入│6.39->8.14元
美銀證券│買入│7.7->8.05元
瑞信│跑贏大市│8元
海通國際│跑贏大市│7.8元
野村│買入│7.68元
摩根士丹利│增持│7.3元
券商│觀點
中金│去年收入增長略有下降,關注政府智慧金融業務發展策略
匯豐環球研究│收入增長保持領先同業,核心一級資本充足比率強勁
摩根大通│上季收入及撥備前利潤增長改善
花旗│上季業績好壞參半,核心一級資本充足比率及淨利息收益率勝預期
傑富瑞│去年業績勝預期,派息持平
美銀證券│去年核心收益增長穩健及收益率吸引
瑞信│去年淨利潤增長符預期,料今年業務有所改善
海通國際│核心一級資本充足比率強勁及嚴格成本控制具優勢
野村│上季減值損失和淨息差有所改善
摩根士丹利│去年撥備前利潤健康增長,淨利息收益率穩定
(ta/w)
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