美银证券：中国宏观经济周期性复苏内银H股目标价平均上调3%

AAFN2022-12-01

美银证券发表报告指出，主要内银虽然面对信贷需求疲弱、毛利下跌及房地产市场不利因素，但今年首九个月仍实现稳定的交易量增长、资产质量稳健，以及盈利增长。随着中国逐步重新开放，其经济和股市应会在2023年出现周期性复苏，预期内银股将受惠于信贷需求转强、市场利率更高及房地产市场复苏。该行认为，内银股目前估值偏低，相当于市盈率4倍及股息率9%，当市场对内地信心增强时，相信内银股应有很大的重评空间。然而，当...

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美银证券：中国宏观经济周期性复苏 内银H股目标价平均上调3%

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美银证券：中国宏观经济周期性复苏内银H股目标价平均上调3%