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摩根大通:上调兴业银行和浦发银行评级,因收入和盈利前景改善

JRJ Finance ·  May 1 21:38

摩根大通将A股上市的兴业银行和上海浦东发展银行评级从低配上调至中性,因收入和盈利前景改善。摩根大通在报告中表示,预计兴业银行核心收入趋势的稳定将导致每股收益和股息增长的可见度更高;预计浦发银行未来不良贷款滑移率和减值准备将下降,利润增长将较往年更加稳定。将兴业银行目标价上调至16.10元;浦发银行目标价上调至8元。

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