-- 傑富瑞週二在一份報告中指出，西太平洋銀行（ASX：WBC，NZE：WBC）基本面穩健，表現良好，但其近期下調的年度盈利預期引發了人們對淨息差走弱的擔憂。 該行將2026財年每股收益預期下調了3%，主要原因是上半年淨利差下降（由於市場和國庫業務貢獻減少）、出售RAMS抵押貸款組合產生的一次性成本以及更高的貸款減值準備。 這家投資公司表示，儘管資產品質有所改善，但撥備卻增加，顯示該行採取了更保守的宏觀經濟策略。 傑富瑞的分析師也預計，西太平洋銀行的紐西蘭業務將在上半年受到貨幣疲軟的負面影響，對獲利構成輕微的阻力。 傑富瑞重申對西太平洋銀行的「持有」評級，並將目標價從34.88澳元上調至34.92澳元。
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