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News

5.0

02-03aastocks

BOC HONG KONG Launches New Banknote Exchange Service Today with Strong Online Reservation Demand

7.5

01-29aastocks

BOC Hong Kong Keeps HKD Prime Rate Steady at 5%

7.0

01-28aastocks

Bloomberg Intelligence: Wealth Management Fee Income in Hong Kong Banking Sector Expected to Increase by Over 20% This Year

4.0

01-27aastocks

<Research>HSBC Identifies Hong Kong Stocks Receiving the Most Institutional Interest (Table)

7.5

01-27aastocks

BOC HONG KONG: RMB Business Facility Increased Twofold, Supporting More 'Going Global' Companies

Money Flow

Over the past 66 trading days, overall net money flow is 304.13M, with retail investors contributing 35.24M and major investors adding 248.60M.

Net Buy $ Volume

Net Sell $ Volume

Huatai Securities

Buy

maintain

2025-10-30

Reason

The analyst rating from Huatai Securities for BOC HONG KONG remains a Buy, with the target price increased from HKD42.18 to HKD45.59. The rationale behind this rating is based on the company's operating income and profit growth, despite a marginal slowdown in growth rates. The report notes that the slowdown was primarily due to fluctuations in non-interest income and higher provisioning. The overall positive outlook and the increase in the target price suggest confidence in the company's future performance.

Huatai Securities

Buy

Price Target

2025-10-30

maintain

The analyst rating from Huatai Securities for BOC HONG KONG remains a Buy, with the target price increased from HKD42.18 to HKD45.59. The rationale behind this rating is based on the company's operating income and profit growth, despite a marginal slowdown in growth rates. The report notes that the slowdown was primarily due to fluctuations in non-interest income and higher provisioning. The overall positive outlook and the increase in the target price suggest confidence in the company's future performance.

Morgan Stanley

Underweight

upgrade

2025-10-30

Reason

Morgan Stanley raised its earnings forecasts for BOC HONG KONG for 2025-2027 by 3%, 2%, and 2% respectively, due to several factors. The increase was driven by expectations of higher net interest income resulting from HIBOR, as well as strong anticipated performance in wealth and market-related fees, which would boost fee income. Additionally, improved cost discipline led to a reduction in cost forecasts for the same period. Despite these positive adjustments, Morgan Stanley maintained an "Underweight" rating and raised the target price from $33.4 to $35.7, indicating a cautious outlook on the stock.

Morgan Stanley

Underweight

Price Target

2025-10-30

upgrade

Morgan Stanley raised its earnings forecasts for BOC HONG KONG for 2025-2027 by 3%, 2%, and 2% respectively, due to several factors. The increase was driven by expectations of higher net interest income resulting from HIBOR, as well as strong anticipated performance in wealth and market-related fees, which would boost fee income. Additionally, improved cost discipline led to a reduction in cost forecasts for the same period. Despite these positive adjustments, Morgan Stanley maintained an "Underweight" rating and raised the target price from $33.4 to $35.7, indicating a cautious outlook on the stock.

HSBC

HSBC Global Research

maintain

2025-10-30

Reason

The analyst rating for BOC Hong Kong (02388.HK) is a "Buy" based on several factors highlighted in the report by HSBC Global Research. The reasons for this rating include: 1. Positive 3Q25 Results: The bank posted positive results for the third quarter of 2025, indicating strong performance. 2. NIM Expansion: There was an expansion in the Net Interest Margin (NIM), which is a positive indicator for profitability. 3. Revenue Beat: The bank's revenue exceeded expectations, suggesting strong operational performance. 4. NPL Ratio Drop: A decrease in the Non-Performing Loan (NPL) ratio indicates improved asset quality. 5. Earnings Forecast Increase: The broker raised its earnings forecast for BOCHK by 2.9% for 2025 and 0.5% for 2026, reflecting optimism about future performance. 6. Target Price Increase: The target price was raised from HKD 44.5 to HKD 45.2, further supporting the positive outlook. Despite some concerns, such as higher-than-expected credit costs and a worsening CASA mix, the overall assessment remains favorable due to the positive trends in NIM and revenue.

HSBC

Price Target

2025-10-30

maintain

The analyst rating for BOC Hong Kong (02388.HK) is a "Buy" based on several factors highlighted in the report by HSBC Global Research. The reasons for this rating include: 1. Positive 3Q25 Results: The bank posted positive results for the third quarter of 2025, indicating strong performance. 2. NIM Expansion: There was an expansion in the Net Interest Margin (NIM), which is a positive indicator for profitability. 3. Revenue Beat: The bank's revenue exceeded expectations, suggesting strong operational performance. 4. NPL Ratio Drop: A decrease in the Non-Performing Loan (NPL) ratio indicates improved asset quality. 5. Earnings Forecast Increase: The broker raised its earnings forecast for BOCHK by 2.9% for 2025 and 0.5% for 2026, reflecting optimism about future performance. 6. Target Price Increase: The target price was raised from HKD 44.5 to HKD 45.2, further supporting the positive outlook. Despite some concerns, such as higher-than-expected credit costs and a worsening CASA mix, the overall assessment remains favorable due to the positive trends in NIM and revenue.

Citi Research

Buy

upgrade

2025-10-30

Reason

Citi Research maintained a "Buy" rating for BOC Hong Kong due to stronger expectations for net interest income and improvements in operating expenses, which led to a 1% increase in their 2027 EPS forecast. Additionally, they raised the target price from $40.9 to $42.3, reflecting a positive outlook despite lower non-net interest income impacting their 2025/2026 EPS estimations.

Citi Research

Buy

Price Target

2025-10-30

upgrade

Citi Research maintained a "Buy" rating for BOC Hong Kong due to stronger expectations for net interest income and improvements in operating expenses, which led to a 1% increase in their 2027 EPS forecast. Additionally, they raised the target price from $40.9 to $42.3, reflecting a positive outlook despite lower non-net interest income impacting their 2025/2026 EPS estimations.

Citi

Hold

to

Buy

upgrade

$120.9

2025-10-24

Reason

The analyst rating for BOC Hong Kong (02388.HK) is likely influenced by its successful involvement in KazMunayGas's inaugural offshore Renminbi bond issuance. This participation not only marks a significant milestone for BOCHK as it expands its role in the Central Asian market but also highlights its capabilities as a Joint Global Coordinator, Joint Bookrunner, and Joint Lead Manager. The strong demand for the bond, evidenced by an order book that peaked at RMB3.78 billion—3.02 times the issue size—demonstrates investor confidence and enhances BOCHK's reputation in the bond market. Additionally, the bond's settlement through the Central Moneymarkets Unit further solidifies Hong Kong's position as a leading bond issuance hub in Asia, which could positively impact BOCHK's future business prospects.

Citi

Hold

to

Buy

Price Target

$120.9

2025-10-24

upgrade

The analyst rating for BOC Hong Kong (02388.HK) is likely influenced by its successful involvement in KazMunayGas's inaugural offshore Renminbi bond issuance. This participation not only marks a significant milestone for BOCHK as it expands its role in the Central Asian market but also highlights its capabilities as a Joint Global Coordinator, Joint Bookrunner, and Joint Lead Manager. The strong demand for the bond, evidenced by an order book that peaked at RMB3.78 billion—3.02 times the issue size—demonstrates investor confidence and enhances BOCHK's reputation in the bond market. Additionally, the bond's settlement through the Central Moneymarkets Unit further solidifies Hong Kong's position as a leading bond issuance hub in Asia, which could positively impact BOCHK's future business prospects.

Valuation Metrics

Forward PE

N/A

5Y Average PE

0.00

Current PE

0.00

Overvalued PE

0.00

Undervalued PE

0.00

Forward EV/EBITDA

N/A

5Y Average EV/EBITDA

0.00

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

0.00

Undervalued EV/EBITDA

0.00

Forward PS

5Y Average PS

4.45

Current PS

5.65

Overvalued PS

5.24

Undervalued PS

3.65

Financials

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