-- 杰富瑞周二在一份报告中指出，西太平洋银行（ASX：WBC，NZE：WBC）基本面稳健，表现良好，但其近期下调的年度盈利预期引发了人们对净息差走弱的担忧。 该行将2026财年每股收益预期下调了3%，主要原因是上半年净息差下降（由于市场和国库业务贡献减少）、出售RAMS抵押贷款组合产生的一次性成本以及更高的贷款减值准备。 这家投资公司表示，尽管资产质量有所改善，但拨备却有所增加，这表明该行采取了更为保守的宏观经济策略。 杰富瑞的分析师还预计，西太平洋银行的新西兰业务将在上半年受到货币疲软的负面影响，从而对盈利构成轻微的阻力。 杰富瑞重申对西太平洋银行的“持有”评级，并将目标价从34.88澳元上调至34.92澳元。
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