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Express News | The recent banks' deposit interest rate cuts are conducive to stabilizing banks' liabilities and reducing costs, bullish for corresponding stocks' valuations.
The three-year deposit rate in Beijing and Shanghai has been lowered. Is Bank of Communications the first of the major banks to do so? Truth: there has been no movement in the Guangdong-Hong Kong region, or it may be a regional adjustment.
After the July LPR quote reduction, the market expects the deposit interest rate to be lowered, but state-owned banks have not yet adjusted the deposit list interest rate.
Citic Sec: Banks sector is expected to continue to recover positions, recommending two main lines.
As of Q2 2024, banks accounted for 2.45% of the heavyweight stocks held by active funds, up 0.21pct from Q1 2024.
What signal? Bank A stocks are rising against the market trend, and fund holdings remain at their lowest level since 2010.
①Which investment logics are the market bullish on as AH bank stocks soar against the trend? ②The equity-oriented fund's bank positions are still at a low level since 2010. How much room is there for further growth?
Express News | State-owned banks are considering lowering the deposit benchmark interest rate.
Express News | CITIC Securities: The valuation of bank stocks has fundamental support and recommends two main lines.
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