SBI Cards 股价下跌 5%，原因是券商因利润率前景疲弱、融资成本增加和季度业绩低于标准而下调了股票评级。 SBI Cards shares fell 5% as brokerages downgraded stock due to weak margin outlook, increased funding costs, and sub-par quarter.
SBI 卡和支付服务公司股价周一下跌超过 5%，此前券商下调了该股的评级，原因是拨备增加、利润率前景疲软以及融资成本增加导致该季度业绩低于平均水平。 SBI Cards and Payment Services shares fell over 5% on Monday after brokerages downgraded the stock due to a sub-par quarter marked by elevated provisions, a weak margin outlook, and increased funding costs. 最近的利率强化和风险权重的影响预计将在未来几个季度对融资成本造成压力。 The recent hardening of interest rates and the impact of risk weights are expected to exert pressure on funding costs in the coming quarters. 虽然支出增长保持健康，并且该公司看到新卡增加的健康吸引力，但考虑到信贷成本上升，分析师将其 2024 财年/25 财年每股收益预期下调了 2%/3%。 While spending growth remains healthy and the company sees healthy traction in new card additions, analysts have cut their FY24E/FY25E EPS estimates by 2%/3% factoring in higher credit costs. 修正后的评级为中性，目标价为850卢比。 The revised rating is Neutral, with a target price of Rs 850.