-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将目标价上调5美元至185美元，相当于2027年每股收益预期值的16.6倍，鉴于CFR优异的资产负债表增长，这一估值高于其五年平均远期市盈率14.5倍。我们将2026年每股收益预期上调0.70美元至10.54美元，并将2027年每股收益预期上调0.57美元至11.17美元。CFR增长迅速，但与此同时，支出增长速度超过了收入增长速度，导致经营杠杆为负。目前，这一趋势正在逆转。CFR本季度提高了净息差和贷款预期，同时保持支出预期不变，这意味着CFR有望实现正经营杠杆，并在2026年创下每股收益新高，比我们之前的预期提前一年。此外，尽管整个行业普遍担忧商业地产、低收入消费者和非银行金融机构的处境，但CFR依然保持着卓越的信用质量。近几个季度，其净冲销额仅为同业平均水平的一半。该公司资本充足，足以应对经济低迷，其一级资本充足率（CET1）为14.1%。
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Asia
Singapore Stocks Mirror Regional Gains Buoyed by IT Rally; Salt Investments Zooms 33%
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Adnoc Boss Says UAE's OPEC, OPEC+ Departure Served National Interests
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