瑞银：上调民生银行(01988)评级至“买入” 看好盈利拐点与估值重评

智通财经02-10

智通财经APP获悉，瑞银发布研报称，将民生银行(01988)评级由“中性”上调至“买入”，基于其估值处于深度折让，2026年预测市账率仅0.22倍(相对中信银行(00998)为0.47倍)；以及受益于营收改善及资产负债表风险已大规模释放，盈利很可能自2026年开始迎来拐点，目标价从5.43港元轻微下调至5.3港元。市场当前仍以盈利压力将持续存在的定价逻辑来看待民行，而瑞银分析认为其拨备风险可能已见...

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