富邦、元大金 法人按讚 - 股票
By Kristin
at 2020-08-17T16:10
at 2020-08-17T16:10
Table of Contents
1.原文連結:https://udn.com/news/story/7251/4786461 經濟日報 / 記者趙于萱
2.原文內容:富邦、元大金 法人按讚
重量級金控法說會本周登場,法人指出,金融股除權息高峰後,國內降息持續影響銀行獲
利,但紓困擴大有利國內市場主體的中小銀行,資本市場翻揚有利壽險評價回升及證券主
體金控,相關如富邦金(2882)、元大金、京城銀、開發金等後市看好,可積極追蹤。
本周金融股法說會由玉山金18日開跑,19日開發金,21日富邦金,緊接著下周還有國泰金
25日,29日臺灣企銀,9月1日第一金,9月3日新光金。市場關注各金控營運動能及市場展
望。
大型投顧分析,全球經濟陸續解封後,金融市場反彈帶動金融股表現轉向壽險、證券主體
金控領先。以7月富壽、國壽投資收益雙雙增加,各金控公布第2季淨值以國泰金、富邦金
分別季增1,227億元、1,040億元排前二,反映壽險金控動能已經回升,另外台股價量攻頂
,元大證獲利躍升也拉抬元大金表現衝高。
法人指出,近期全球貨幣政策寬鬆,國內利率下行持續壓縮國銀利差,壽險雖也面臨經常
性收益下滑挑戰,但股債利得支撐獲利,其中,富邦金負債成本與避險改善優於對手,配
息、獲利更具備穩健動能,推估今年每股純益(EPS)達5.3~5.5元,可逢低布局。
摩根大通指出,資本市場強勢對元大金的貢獻優於預期,在散戶大舉進場及元大投信基金
熱銷,上半年元大證經紀業務市占達12.9%,較去年的12.1%再成長。證券和投信強強結合
的成果令人刮目相看,另元大人壽避險成本也明顯降低,均為集團財報亮點。日前摩根大
通調高元大金今明年財測,升目標價至21.3元。
瑞信證券也認為,低利環境不利銀行和壽險,若要避開利差挑戰,最好挑非銀行且非壽險
主體金控,元大金值得關注。
大型投顧則認為,開發金也受益於資本市場成長,2021~2022年還有併購題材,潛力可期
。另一方面,政府紓困擴大有利承作國內中小企業貸款的京城銀,預估今明年京城銀獲利
回升至40~50億元常態水準,為少數逆勢成長的銀行股。
3.心得:摩根大通元大金目標價21.3 今天收18.8 還有13%漲幅空間 還不買爆...
--
2.原文內容:富邦、元大金 法人按讚
重量級金控法說會本周登場,法人指出,金融股除權息高峰後,國內降息持續影響銀行獲
利,但紓困擴大有利國內市場主體的中小銀行,資本市場翻揚有利壽險評價回升及證券主
體金控,相關如富邦金(2882)、元大金、京城銀、開發金等後市看好,可積極追蹤。
本周金融股法說會由玉山金18日開跑,19日開發金,21日富邦金,緊接著下周還有國泰金
25日,29日臺灣企銀,9月1日第一金,9月3日新光金。市場關注各金控營運動能及市場展
望。
大型投顧分析,全球經濟陸續解封後,金融市場反彈帶動金融股表現轉向壽險、證券主體
金控領先。以7月富壽、國壽投資收益雙雙增加,各金控公布第2季淨值以國泰金、富邦金
分別季增1,227億元、1,040億元排前二,反映壽險金控動能已經回升,另外台股價量攻頂
,元大證獲利躍升也拉抬元大金表現衝高。
法人指出,近期全球貨幣政策寬鬆,國內利率下行持續壓縮國銀利差,壽險雖也面臨經常
性收益下滑挑戰,但股債利得支撐獲利,其中,富邦金負債成本與避險改善優於對手,配
息、獲利更具備穩健動能,推估今年每股純益(EPS)達5.3~5.5元,可逢低布局。
摩根大通指出,資本市場強勢對元大金的貢獻優於預期,在散戶大舉進場及元大投信基金
熱銷,上半年元大證經紀業務市占達12.9%,較去年的12.1%再成長。證券和投信強強結合
的成果令人刮目相看,另元大人壽避險成本也明顯降低,均為集團財報亮點。日前摩根大
通調高元大金今明年財測,升目標價至21.3元。
瑞信證券也認為,低利環境不利銀行和壽險,若要避開利差挑戰,最好挑非銀行且非壽險
主體金控,元大金值得關注。
大型投顧則認為,開發金也受益於資本市場成長,2021~2022年還有併購題材,潛力可期
。另一方面,政府紓困擴大有利承作國內中小企業貸款的京城銀,預估今明年京城銀獲利
回升至40~50億元常態水準,為少數逆勢成長的銀行股。
3.心得:摩根大通元大金目標價21.3 今天收18.8 還有13%漲幅空間 還不買爆...
--
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