Banking stocks have once again entered a favorable window for investment positioning.

Funds have begun to gradually flow back in.

Gelonghui FinanceApr 14 17:07

JPMorgan: Chinese corporate credit performance remains robust with ample liquidity, maintaining optimism towards domestic bank stocks.

JPMorgan issued a research report stating that China's credit data for last month showed weakness, with new Total Social Financing (TSF) amounting to RMB 5.23 trillion, below the bank’s forecast of RMB 5.66 trillion and lower than market expectations of RMB 5.55 trillion. New RMB loans in March totaled RMB 2.99 trillion, significantly below JPMorgan's forecast of RMB 3.48 trillion and market expectations of RMB 3.47 trillion, mainly due to continued sluggishness in retail loans, while corporate loan growth remained resilient. On the positive side, the balance of domestic and foreign currency deposits increased by 8.7% year-on-year, remaining broadly stable and much higher than TSF and loan growth, indicating

AASTOCKSApr 14 12:30

The Meishan Branch and Danling County Sub-branch of the Agricultural Bank of China were fined 400,000 yuan for issues including imprudent loan management.

Blue Whale News, April 14th, by reporter [Name]. Recently, the Meishan branch of the National Financial Supervisory Administration issued a penalty notice targeting the Meishan branch of Agricultural Bank of China, the Danling County branch, and their relevant responsible persons. The notice indicates that the primary illegal and regulatory violations (case reasons) of the Meishan branch of Agricultural Bank of China are: imprudent loan management, leading to cases and credit risks. In response to the aforementioned illegal and regulatory violations, the Meishan branch of the National Financial Supervisory Administration imposed a fine of 200,000 yuan. Deng Hongchun, who served as the independent loan business approver of the Meishan branch of Agricultural Bank of China at the time, has been banned from engaging in banking work for eight years.

lanjinger.comApr 14 11:34

Cathay HAITONG: Investment Disturbances Affect Profit Expectations; Suggest Focusing on Undervalued Insurance Sector

The bank believes that leading high-quality insurance companies, characterized by stable asset-liability management, low valuations, and high dividend yields, present prominent investment opportunities.

Zhitong FinanceApr 13 11:27

China Galaxy Securities: Banking sector dividend payout ratio shows a stable increase; continued optimism on dividend value.

Among the 22 sampled banks, 21 plan to conduct annual dividend payouts, with 10 of these banks having increased their dividend payout ratios.

Zhitong FinanceApr 13 10:36

Goldman Sachs Sticks to Its Hold Rating for Agricultural Bank of China (ACGBF)

TipRanksApr 11 08:36 · Ratings