联昌国际股价疲软 肯纳格:买入机会
(吉隆坡20日讯)肯纳格投资银行将联昌国际集团(CIMB Group Holdings Bhd)的“跟随大市”评级,上修至“超越大市”,因认为当前的股价疲软提供买入机会,但目标价维持在5.65令吉。
该研究机构今日在报告中指出,当前的股价可能为提供买入机会,因近期的MoneySend问题导致情绪趋弱,但由于已采取补救措施,该问题不会对该集团有长期影响。
“该股将录得同行中最强劲的年度每股盈利增幅(31% vs 20%)。”
该机构还说,出席联昌国际2022年首季业绩发布前的汇报会后,让该公司持谨慎态度。
尽管肯纳格对改善还贷援助组合感到欣慰,但在持续的双重信贷问题和行业特有的不利因素夹攻,该银行可能面临更高的拨备。
同时,大宗商品价格波动可能导致某些账户的经营环境波动,促使该集团维持6亿令吉的宏观经济变量覆盖。
“另一方面,管理层暗示,油气领域发展可能需要进一步增加特定拨备。根据2021财年第四季数据,46%的油气资产已减值,其中大马是主要地区(74%)。”
鉴于最近几个月市场情绪好转,联昌国际管理层认为,除了财富管理费用增加外,交易收入可能更强劲,尽管不如2021财年首季。
肯纳格担心,债券收益率的波动可能会影响该银行的固定收益回酬,并有可能抵销获利。
调整后,该机构将联昌国际2022财年盈利预测下调5%,因信贷成本预估从50个基点提高至60个基点,符合管理层的指引。
休市时,该股上升6仙或1.19%,报5.09令吉。
(编译:陈慧珊)
http://www.theedgemarkets.com/article/%E8%81%94%E6%98%8C%E5%9B%BD%E9%99%85%E8%82%A1%E4%BB%B7%E7%96%B2%E8%BD%AF-%E8%82%AF%E7%BA%B3%E6%A0%BC%EF%BC%9A%E4%B9%B0%E5%85%A5%E6%9C%BA%E4%BC%9A
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