东亚银行副行政总裁、东亚中国执行董事兼行长毕明强表示，东亚中国通过此次服务创新，不仅为香港 居民在内地的消费与生活提供了更多元、更灵活的权益选择与生活支持，同时也为内地积分商城的合作 商户开辟了触达香港优质客户群的新通路，创造双赢局面。"这既是服务模式的创新，也是东亚银行集 团促进跨境资源协同的重要一步。" 据悉，此次跨境积分互通，是东亚银行集团持续推进OneBank策略、深化跨境业务协同的重要里程碑。 该战略以资源整合与服务联动为核心，促进跨境金融创新与客户体验升级。此次举措不仅积极响应国家 粤港澳大湾区的发展规划，助力区内生活便利化与金融互联互通，更是东亚银行集团把握大湾区机遇、 巩固其独特跨境服务优势的关键一步。 （文章来源：广州日报） 2月26日，东亚银行（中国）有限公司（"东亚中国"）联同其母行东亚银行有限公司（"东亚银行"）宣 布，正式推出香港信用卡积分（奖分）跨境兑换内地积分商城权益的全新服务。此项服务标志着内地与 香港客户在积分使用上的重大突破，实现了"一卡在手，积分跨境融通"的便捷体验，进一步推动大湾区 金融与消费场景的深度融合。 随着粤港澳大湾区建设的纵深推进，内地与香港在经济、社会与民生 ...

中原指出，转按市场持续偏淡，是因为银行曾于2023年上调新造及转按计划息率，导致早年承造按揭的 业主，其现有供楼利息仍低于现时市场按息；其次，尽管2025年起香港楼价止稳回升，但楼价低于高位 仍达逾两成多，造成转按诱因仍薄弱。 巿占率方面，首五位银行排名不变，分别为中银香港(02388)、汇丰银行、渣打银行、恒生银行及东亚 银行(00023)，中银香港以22.3%巿占率于2026年首月排名第一，连续7个单月稳占转按巿占首席。 智通财经APP获悉，根据中原研究部，香港转按登记量整体上仅较去年底的低位轻微回升，目前主要处 于低水平横行状态。数据显示，2026年1月银行转按录得547宗登记，环比跌7.3%，同比升1.3%。 （原标题：中原：2026年首月香港转按登记宗数环比跌7.3% 仍处于低水平状态） ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 The Bank of East Asia, Limited 東亞銀行有限公司 ( 1918 年在香港註冊成立之有限公司) (股份代號: 23) 持續關連交易 貸款交易框架協議 獨立董事委員會及獨立股東之獨立財務顧問 於 2026 年 2 月 26 日，東亞銀行與 CaixaBank 訂立框架協議，據此，東亞銀行集團 及 CaixaBank 可根據框架協議的條款進行貸款交易。 由於 CaixaBank 是本行的主要股東 Criteria Caixa 之聯繫人，根據《上市規則》， CaixaBank 為本行的關連人士。因此，東亞銀行與 CaixaBank 訂立框架協議及其項下 擬進行的交易構成本行於《上市規則》項下的持續關連交易。 由於有關框架協議的一項或多項適用百分比率超過 5%，框架協議及持續關連交易須 遵守《上市規則》第 14A 章的申報、年度審核、公告及獨立股東批准規定。 董事會已成立獨立董事委員 ...

| 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 汇丰控股(00005) | 16.76 亿元 | 27.07% | 7.92% | | 腾讯控股(00700) | 9.44 亿元 | 7.88% | -0.55% | | 中国平安(02318) | 8.72 亿元 | 38.42% | 10.53% | | 阿里巴巴-W(09988) | 7.02 亿元 | 9.87% | -2.61% | | 泡泡玛特(09992) | 6.49 亿元 | 27.08% | 3.02% | | 美团-W(03690) | 6.43 亿元 | 19.43% | -2.11% | | 小米集团-W(01810) | 6.01 亿元 | 17.68% | -3.77% | | 建设银行(00939) | 5.97 亿元 | 35.17% | 11.85% | | 新鸿基地产(00016) | 5.11 亿元 | 35.17% | -4.23% | | 长飞光纤光缆(06869) | 4.77 亿元 | 16.42% | 9.63% | 前十大沽空偏离值排行 智通 ...

富瑞发布研报称，对今年香港金融股前景看法正面，因新股市场活跃、结构性跨境资金流动，以及住宅 物业市场初步复苏。富瑞预期未来美联储的政策可能令HIBOR正常化，料今年上半年一个月HIBOR将 维持于2.5%水平。 信贷成本方面，富瑞看法则较为保守，偏好资产负债表较稳健及风险取态较审慎的银行。虽然今年本地 楼市初步复苏，但仍未见结构性转势。富瑞相信行业层面的不良贷款高峰期已过，预期与商业房地产相 关的不良贷款将于今年见顶回稳，其后经历一至两年的去风险过程。 股份方面，富瑞最看好港交所(00388)，因其更具杠杆效应，目前估值低于长期平均水平，升评级至"买 入"，目标价由373.94港元升至502港元。虽然富瑞亦预期本地银行股今年将录得正回报，但或因资本回 报水平较低而跑输国际同业。予中银香港(02388)及东亚银行(00023)"持有"评级，较偏好前者，基于其 基本面较具韧性及较高的回报水平; 中银目标价由31港元升至48港元。至于东亚银行，富瑞预期今年信 贷成本仍维持高企，但亦有交易机会，因考虑到潜在指数纳入及香港物业市场复苏因素。如去风险速度 较预期快，则有望带来进一步估值重估; 目标价由12港元升至16港元 ...

信贷成本方面，富瑞看法则较为保守，偏好资产负债表较稳健及风险取态较审慎的银行。虽然今年本地 楼市初步复苏，但仍未见结构性转势。富瑞相信行业层面的不良贷款高峰期已过，预期与商业房地产相 关的不良贷款将于今年见顶回稳，其后经历一至两年的去风险过程。 股份方面，富瑞最看好港交所(00388)，因其更具杠杆效应，目前估值低于长期平均水平，升评级至"买 入"，目标价由373.94港元升至502港元。虽然富瑞亦预期本地银行股今年将录得正回报，但或因资本回 报水平较低而跑输国际同业。予中银香港(02388)及东亚银行(00023)"持有"评级，较偏好前者，基于其 基本面较具韧性及较高的回报水平; 中银目标价由31港元升至48港元。至于东亚银行，富瑞预期今年信 贷成本仍维持高企，但亦有交易机会，因考虑到潜在指数纳入及香港物业市场复苏因素。如去风险速度 较预期快，则有望带来进一步估值重估; 目标价由12港元升至16港元。 富瑞发布研报称，对今年香港金融股前景看法正面，因新股市场活跃、结构性跨境资金流动，以及住宅 物业市场初步复苏。富瑞预期未来美联储的政策可能令HIBOR正常化，料今年上半年一个月HIBOR将 维持于2.5%水平 ...

Group 1 - The core viewpoint of the report is that East Asia Bank (0023.HK) is expected to outperform market expectations in its basic operational performance, and its valuation is considered attractive [1] - The bank has been included in the Hang Seng Composite Index, which suggests a potential inclusion in the Hong Kong Stock Connect in the future [1] - As a result of these positive indicators, the investment rating has been upgraded from "Neutral" to "Buy," and the target price has been raised from HKD 14.9 to HKD 16 [1]

Core Viewpoint - Citigroup's report indicates that East Asia Bank (00023) is expected to outperform market expectations in its fundamental operations, with an attractive valuation. The bank's investment rating has been upgraded from "Neutral" to "Buy," and the target price has increased from HKD 14.9 to HKD 16 [1] Group 1: Financial Performance and Projections - East Asia Bank aims to increase its Return on Equity (ROE) to 7% by 2028, compared to 3.1% in 2025 and market expectations of 5.1%. Key drivers include stable net interest income, a projected annual growth rate of 14% in non-interest income from fiscal years 2025 to 2028, and an annual cost increase of less than 5% [1] - The bank's credit costs are expected to decrease to below 60 basis points by fiscal year 2028 [1] Group 2: Dividend Expectations - The bank's dividend target for 2028 is projected to double compared to 2025 levels, suggesting a potential dividend of approximately HKD 1.2 per share by 2028. The forecasted ROE at that time is expected to reach 6%, which, while below the management's target, is still significantly higher than the general market forecast of 5.1% [1]

Core Viewpoint - Goldman Sachs reported that East Asia Bank (00023) announced a net profit of HKD 947 million for the second half of 2025, representing a year-on-year decline of 57% and a half-year drop of 58%, which is 34% lower than Goldman Sachs' forecast due to further impairment of investment properties amounting to HKD 625 million and a one-time loss recorded by its joint venture, Guo Tong Trust in China [1] Group 1 - East Asia Bank's credit cost for the second half of 2025 remains high at 114 basis points, with approximately 77% of the accumulated provisions related to commercial real estate accounts [1] - Net interest income exceeded Goldman Sachs' forecast by 8%, benefiting from a decrease in Hong Kong interbank offered rates in the second half of 2025, which led to a recovery in Hong Kong's net interest margin [1] Group 2 - Following the earnings announcement, Goldman Sachs raised its profit forecasts for East Asia Bank for the years 2026 to 2028 by 3.7%, 1.4%, and 2.3% respectively, to HKD 4.079 billion, HKD 5.081 billion, and HKD 6.165 billion, accounting for the higher realized net interest margin and non-interest income in the second half of 2025, as well as management's commitment to achieving stronger fee income growth, although this was partially offset by a slight increase in operating expense forecasts [1]

Core Viewpoint - Goldman Sachs reports that East Asia Bank (00023) announced a net profit of HKD 947 million for the second half of 2025, representing a year-on-year decline of 57% and a half-year drop of 58%, which is 34% lower than Goldman Sachs' forecast [1] Financial Performance - The decline in profit is primarily attributed to an additional impairment of investment properties amounting to HKD 625 million and a one-time loss recorded by its joint venture, China Communications Trust [1] - East Asia Bank's credit cost remains high at 114 basis points for the second half of 2025, with approximately 77% of the accumulated provisions related to commercial real estate accounts [1] - Net interest income exceeded Goldman Sachs' forecast by 8%, benefiting from a decrease in Hong Kong interbank offered rates in the second half of 2025, which led to a recovery in Hong Kong's net interest margin [1] Future Projections - Following the earnings announcement, Goldman Sachs raised its profit forecasts for East Asia Bank for the years 2026 to 2028 by 3.7%, 1.4%, and 2.3%, resulting in projected profits of HKD 4.079 billion, HKD 5.081 billion, and HKD 6.165 billion respectively [1] - The adjustments in profit forecasts account for the higher realized net interest margin and non-interest income for the second half of 2025, as well as management's commitment to achieving stronger growth in fee income, although slightly offset by a minor increase in operating expense forecasts [1]