Market Brief

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Author

毛君豪先生(Kelvin Mo)
助理經理

現任職沙田分行副經理,擁有豐富投資經驗,尤善於股票期權及借貨沽空等投資工具。除了本地市場以外,也會緊貼環球市況。本人樂意為客戶提供投資分析及買賣策略,歡迎來電沙田分行以便交流心得。
Phone:
39259299

招行於內銀股版塊中屬強勢

Monday, October 15, 2018 Views2982

基本因素分析

縱使近期人民幣最近貶值不少,經濟數據亦較之前有所轉弱,但相信中長線而言,銀行業在資產管理與託管方面,仍然有一定幅度之增長空間。此外,招商銀行於全國$103.5萬億元的商業銀行託管市場上,以近$12萬億元的託管資產成為行業第二。招行之信用卡APPS及手機銀行的每月活躍用戶亦超過5000萬人而領放同業,該行亦提供多元化及全面的金融產品,可為高端零售客戶提供更多投資選擇,反映招行亦注重這些非利息收入業務。

 

業績

招商銀行截止今年6月底,公司營業淨收入為$1261億元人民幣,按年增長11.6%,純利按年增長14%至$447.6億元人民幣。

 

大行報告

摩根士丹利指出,招行的零售銀行業務收入比例高於同業,貸款組合中有50%來自零售客戶,零售方面的資產管理規模達$6.6萬億元人民幣,用以應對中美雙方之貿易戰所帶來之負面影響。

 

技術分析

招行於$28至$31水平已橫行一個月,最近股價上升至$32.4 (9月28日高位)而無功而還,可待股價回落至$28買入,目標上望$34,跌穿$26止蝕 (今年7月低位)。

 

本人毛君豪為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有上述提及之證券的所有相關財務權益。

 

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