ZHITONG AH Statistics | May 15

AH Statistics | May 15

Zhitong FinanceMay 15 16:15

ZHITONG AH Statistics | May 14

AH Statistics | May 14

Zhitong FinanceMay 14 16:15

Jefferies: Chinese banks are expected to remain stable and perform well this year, with a preference for Bank of China (03988.HK) and Ningbo Bank (002142.SZ).

Jefferies published a research report predicting that the profitability of China's banking sector will steadily improve by 2026, supported by a mild recovery in the macroeconomy and low policy volatility. The firm anticipates a slower pace of net interest margin contraction, driving a recovery in net interest income growth. It forecasts a full recovery in pre-provision operating profits for covered banks by 2026, with annual profit growth reaching approximately 3.4%. The report highlights that capital flows will continue to support the domestic banking sector, particularly as insurance companies, under new accounting standards, have stronger incentives to increase allocations to high-yield equities classified under FVOCI accounts, expecting them to become consistent and stable marginal buyers. The firm believes that the domestic banking sector...

AASTOCKSMay 14 12:02

The End of the Retail Boom Era: How the Banking Sector Faces Intense Competition in a Saturated Market

The retail banking boom that commercial banks have experienced for over a decade is now facing an invisible wall. Recently, the central bank disclosed financial statistics for the first quarter of 2026: ...

wallstreetcnMay 14 10:28

Hong Kong stocks movement | Mainland bank shares generally rose, with Bank of China up about 2%, hitting another record high.

Gelonghui, May 14 | Hong Kong-listed mainland bank stocks generally rose, with Bank of China up by approximately 2%, hitting a new high of HKD 5.33 during the trading session! Qingdao Bank rose by 1.8%, Bank of Communications gained over 1%, and China Merchants Bank, Postal Savings Bank of China, and ICBC increased by 0.8%. Both China Construction Bank, Agricultural Bank of China, and China Everbright Bank recorded gains. The rise in mainland bank stocks today was mainly driven by two factors: first, high dividend yields are highly attractive in a low-interest-rate environment; second, the market expects that the policy to reduce or exempt dividend withholding taxes under the Shanghai-Hong Kong Stock Connect program may be implemented, further boosting the valuation of bank stocks. Currently, the Hang Seng Index's dividend yield is approximately 4.1%, and

Gelonghui FinanceMay 14 10:28

Huachuang Securities: Emphasize Allocation Opportunities in the Banking Sector, with Three Key Investment Themes to Watch in 2026

Huachuang Securities expects that 2026 will still be a year of systematic recovery in the banking sector's valuation.

Zhitong FinanceMay 14 10:15