分析员:升息有利银行收益
(吉隆坡12日讯)分析员指出,国家银行将隔夜政策利率(OPR)上调25个基点,可能对银行收益产生正面影响。
丰隆投资银行研究分析员Chan Jit Hoong表示,银行预计将从升息中受益,净息差(NIM)料扩大。
“我们估计,OPR每上调25个基点,净息差就会提高5至6个基点,盈利预测也会提高4至5%。”
他说,大赢家是安联银行(Alliance Bank Malaysia Bhd)和马来西亚伊斯兰银行(Bank Islam Malaysia Bhd),而小赢家是艾芬银行(Affin Bank Bhd)和大众银行(Public Bank Bhd)。
“我们认为,银行业的风险回报偏上行,因估值不高,而且随着经济复苏,我们正处于OPR上调周期,这对银行有利。”
“因此,我们仍看好并在2022年上半年采用相当广泛的股票购买策略。”
他维持对银行业的“增持”评级,并给予马银行(Malayan Banking Bhd)、大众银行、兴业银行(RHB Banking Bhd)、BIMB和艾芬银行“买入”评级。
同时,马银行投资银行分析员Desmond Ch’ng在报告中指出,他预估,OPR每上调25个基点,银行收益将提高1至3%。
他认为,主要受益者是安联银行、兴业银行、大马银行集团(AMMB Holdings Bhd)和大众银行,盈利可能因而增加约2.6%。
他补充:“低端将是丰隆银行(Hong Leong Bank Bhd),盈利料增长1%。”
他维持对银行业的乐观看法。由于债券收益率上升可能导致账面损失,因此目前维持盈利预测。
艾芬黄氏投资银行分析员Tan Ei Leen认为,安联银行、马银行、兴业银行和联昌国际集团将是最大受益者。
对MIDF研究而言,BIMB和艾芬银行是升息的核心受益者。首选股则是大众银行和BIMB。
银行股多数走高,截稿时,丰隆银行上升8仙或0.39%,至20.62令吉、大众银行增1仙或0.22%,挂4.66令吉、马银行扬4仙或0.44%,报9.14令吉、兴业银行起3仙或0.49%,报6.18令吉,以及BIMB升1仙或0.34%,挂2.96令吉。
(编译:陈慧珊)
http://www.theedgemarkets.com/article/%E5%88%86%E6%9E%90%E5%91%98%EF%BC%9A%E5%8D%87%E6%81%AF%E6%9C%89%E5%88%A9%E9%93%B6%E8%A1%8C%E6%94%B6%E7%9B%8A
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