大行评级|摩通：升农行及交行评级至“增持”上调目标价

和讯2023-03-28

大行评级|摩通：升农行及交行评级至“增持”上调目标价：摩通发研报指，调整对内银行业的偏好，相对于股份制银行，较为看好国有银行，认为近期国有银行的Beta值较低，且估值具防御性，因此当美国及欧洲银行业风险溢出冲击亚太地区时，国有银行股能在熊市中跑赢。长远而言，国企改革将改善国有银行的资产质量前景，可能令估值折让收窄、信贷成本下降和资本回报率稳健。该行将农行及交行评级由“中性”上调至“增持”，认为农行...

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