Can banks actually benefit from the “four arrows going hand in hand” in real estate finance? Industry: Both people, real estate, and money are involved, and the impact on asset quality is better than pricing
Xiao Feifei, chief banking analyst at CITIC Securities, believes that in terms of current real estate finance logic, quality is more important than pricing.
After more than a year of sale, Xu Jiayin's Hong Kong luxury home successfully sold at 5.3 percent off
① One of the bungalows that Hui Ka-yin once owned at 10 Bulli Path at the top of Hong Kong was recently taken over by buyers for about HK$470 million after being sold for more than a year; this price is equivalent to a 5.3 percent discount compared to the valuation of HK$880 million a year ago. ② Since debt risks were revealed in the second half of 2021, some management of Evergrande's subsidiaries and Xu Jiayin have been taken or punished by relevant departments.
Illustration丨Southbound Capital increased bank positions with the Bank of China for 4 consecutive days, totaling HK$4.9 billion
Southwest Capital made a net purchase of HK$2.49 billion in Hong Kong stocks today. Among them: net purchases of Bank of China at $792 million, China Construction Bank at $592 million, and Sunac at $184 million; net sales of Xiaomi at $636 million, Meituan at $454 million, China Mobile at $338 million, CNOOC at $225 million, and Tencent at $218 million. According to statistics, Southbound has made net purchases of Bank of China for 4 consecutive days, totaling HK$4,886.84 billion; net purchases of CCB for 4 consecutive days, totaling HK$1,9061.5 billion; net sales of CNOOC for 11 consecutive days, totaling $3,757.88 billion; and net sales of Meituan for 5 consecutive days, totaling 21.1 billion yuan
Southbound Capital made a net purchase of 2.49 billion yuan today. On the Hong Kong Stock Connect side, Bank of China and China Construction Bank received net purchases of HK$793 million and HK$224 million respectively; CNOOC had the highest net sales vol
Southbound Capital made a net purchase of 2.49 billion yuan today. On the Hong Kong Stock Connect side, Bank of China and China Construction Bank received net purchases of HK$793 million and HK$224 million respectively; CNOOC had the highest net sales volume of HK$559 million; on the Hong Kong Stock Connect side, CCB and CNOOC received net purchases of HK$369 million and HK$333 million respectively; and Meituan-W had the highest net sales volume of HK$455 million.
Express News | Southbound Capital made a net purchase of HK$2.49 billion today
Big Bank Ratings | Citibank: China Bank of China Prefers CCB and Postbank Domestic Housing Stocks Prefer China Resources Land, Shell, etc.
Glonghui, May 20 | Citibank released a research report saying that the People's Bank of China and the State Financial Supervisory and Administration recently announced a package of real estate easing policies, including lowering the minimum down payment limit, abolishing the lower mortgage interest rate limit, and lowering the interest rate on housing provident fund loans. The People's Bank of China will also provide affordable housing loans, which are expected to promote 500 billion yuan in loans to support local governments in purchasing residential inventory. The bank expects that the measures will improve the relationship between supply and demand in the real estate market and restore market confidence. I believe the policy shows that the Chinese regulatory authorities are continuously strengthening their efforts and determination to curb systemic risks. It is hoped that when property prices are adjusted
Express News | The country's first green housing rental debt financing instrument was successfully launched in Jiangsu
Minsheng Securities: Bank AH Shares High Premium Nuggets H Shares High Dividends
Bank AH share premiums are still at historically high levels. On the one hand, tax policy expectations are improving, and premiums are expected to subside with financial support. On the other hand, the discount on H shares also brings dividend advantages. At the same time, it is also necessary to consider the relative disadvantages of liquidity and settlement efficiency in the H share market.
Southbound Capital made a total net purchase of HK$18.6 billion this week: Bank of China and China Construction Bank continued to sharply sell off CNOOC and Meituan
① Southbound capital traded about HK$287.4 billion this week. Which individual stocks did the capital flow into? ② The Bank of China has accumulated capital inflows of nearly HK$5 billion in the past 7 days. What are the recent capital trends?
Southbound Capital made a significant net purchase of 5.957 billion yuan today. On the Hong Kong Stock Connect side, Bank of China and CNPC received net purchases of HK$1,171 million and HK$586 million respectively; Meituan-W had the highest net sales vol
Southbound Capital made a significant net purchase of 5.957 billion yuan today. On the Hong Kong Stock Connect side, Bank of China and CNPC received net purchases of HK$1,171 million and HK$586 million respectively; Meituan-W had the highest net sales volume of HK$670 million; on the Hong Kong Stock Connect side, Tencent Holdings and CCB received net purchases of HK$523 million and HK$510 million respectively; and CNOOC had the highest net sales volume of HK$360 million.
Express News | Southbound Capital made a significant net purchase of HK$5.957 billion today
Major state-owned banks are filling vacancies intensively! Three post-70s executives have been appointed to new positions at CCB, and the chairmen and governors of many major banks are still vacant
① CCB issued four consecutive announcements involving a number of key personnel changes, including the appointment of a new executive director, the appointment of a deputy governor, and a new chief risk officer and director secretary. On the same day, the Bank of China also announced the departure of the deputy governor; ② Currently, the senior management teams of the six major state-owned banks generally have a “one plus four deputy” and “one chief and five deputy” pattern, but there are still vacant positions as governors and chairman of many major banks.
China Construction Bank Names Chief Risk Officer
China Construction Bank (HKG:0939, SHA:601939) named Li Jianjiang as chief risk officer effective Thursday, according to a same-day filing with the Hong Kong Stock Exchange. Li's term as chief risk of
Notice from the People's Bank of China and the State Financial Supervisory Administration on Adjusting the Minimum Down Payment Ratio Policy for Personal Housing Loans
For households that use loans to purchase commercial housing, the minimum down payment ratio for commercial personal housing loans for the first housing unit was adjusted to not less than 15%, and the minimum down payment ratio for commercial personal housing loans for two housing units was adjusted to not less than 25%.
Notice of the People's Bank of China on Adjusting Interest Rate Policies for Commercial Personal Housing Loans
These include abolishing the minimum interest rate policy for commercial personal housing loans for the first home and two housing units at the national level
Futu Morning Post | The four major voting committees of the Federal Reserve joined forces; Ali rose more than 7%, Citron said it is expected to rise above $100
This is the “king of quantification”! Renaissance Technology's Q1 has already amassed two major meme stocks; Reddit surged more than 11% after the market and formed a partnership with OpenAI; Walmart rose nearly 7%, and Q1 earnings exceeded expectations, and full-year performance expectations were raised.
Is the collective “breaking” spell of listed banks expected to be broken? The net ratio of CMB and Changshu rebounded to 0.94. Industry: If it can break through, it will be beneficial to replenish capital
On May 16, the Financial Services Association reporter noticed that the net market ratio of China Merchants Bank and Changshu Bank had rebounded to 0.94, and it was just around the corner from getting rid of the “broken” hat. The net stock market ratios of many other banks have also returned above 0.9, with Bank of Ningbo and Bank of Chengdu reaching 0.92 and 0.91 respectively. However, before this round was triggered, the net market ratio of the 42 A-share listed banks once collectively fell below 0.9.
China Construction Bank Names Executive Vice President
Li Jianjiang has officially taken on the role of China Construction Bank's (HKG:0939, SHA:601939) executive vice president after the proposed appointment was approved by the relevant regulatory author
Express News | Mortgage loans outside Beijing's 5th Ring Road can be issued “treated as two sets of management” and many banks have implemented
China Construction Bank (00939): Vice Governor Wang Bing is also the Secretary of the Board
China Construction Bank (00939) issued an announcement. On May 16, 2024, the bank's board of directors reviewed and approved Wang Bing...
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