CITIC International: Hong Kong equities are now positioned for a rebound; recommends building positions in high-dividend value stocks and technology leaders with self-reliant capabilities

CNCB International forecasts Hong Kong's full-year GDP growth at approximately 3.5% in 2026, with the prime rate unlikely to be further reduced in 2026, and HIBOR expected to rise accordingly in 2027 depending on U.S. interest rate hikes.

Zhitong FinanceJul 14 21:35

ICBC International estimates that the U.S. will not raise interest rates this year and will hike rates once or twice next year, forecasting Hong Kong’s GDP growth at 3.5% for this year.

Ding Meng, Chief Economist at China CITIC Bank International, stated that the bank’s core view on the U.S. is that there will be no rate hike this year, but one or two hikes could occur next year, at which point the Federal Reserve may begin further shrinking its balance sheet. He noted that the period following the U.S. midterm elections might represent a more suitable timing for rate hikes, while also emphasizing the need to consider prevailing economic data and forecasts. Regarding Hong Kong, Ding Meng indicated that, based on an assessment of consumption, investment, and import-export data, the city’s GDP is expected to grow by approximately 3.5% this year. However, he added that the best lending rate in Hong Kong is unlikely to decline further this year, and Hong Kong dollar interbank rates are expected to rise next year in line with any U.S. rate hikes. Ding Meng also expressed cautious optimism regarding Hong Kong’s property market.

AASTOCKSJul 14 17:18

Zhongtai Securities: Preview of Listed Banks' 2026 Interim Reports — Interest Income Supports Revenue Resilience, Profit Performance Expected to Remain Stable

There are two key investment themes in bank stocks: first, urban and rural commercial banks with regional advantages and high certainty, particularly those operating in Jiangsu, Shanghai, Chengdu-Chongqing, Shandong, and Fujian; second, the rationale of high dividend yields and stability.

Zhitong FinanceJul 14 07:30

Express News | Banking stocks rose against the market trend, with Suzhou Bank up over 5%.

BreakingsJul 13 10:43

Another minor surge? Repurchase and shareholding-backed loan volumes have risen for three consecutive quarters, with credit lines expanding each quarter—banks say their willingness to lend remains strong.

① Recently, many investors have been actively inquiring about listed companies’ plans regarding share repurchases and增持. ② Banks continue to show strong willingness to extend credit for this business, which is considered a high-quality lending activity with low risk and policy support. ③ Since 2026, loan disbursements for share repurchase and增持 programs have increased sequentially for two consecutive quarters, with approved credit lines also expanding. Counting from Q4 of last year, approved credit amounts have already grown for three consecutive quarters and continue to expand.

cls.cnJul 9 16:54

Hong Kong-listed mainland Chinese bank stocks broadly rose, with ten banks distributing dividends exceeding RMB 90 billion this week; institutions are optimistic about the banking sector's performance in the third quarter.

Guosen Securities believes that in the second quarter, the SW Banking Index declined by 9.1%, with the core contradiction lying in market liquidity. The rally in technology and growth stocks accelerated and intensified, sharply boosting market risk appetite and driving capital toward high-upside technology sectors, leading to systematic underweighting of the banking sector.

Zhitong FinanceJul 8 10:03