North and South Water | Rare! Nanshui Net bought 22.4 billion A shares, bucking the trend and reducing bank stock positions; Beishui continued to increase its holdings at the Bank of China and the Hong Kong Stock Exchange
Northbound's net purchase of A-shares was $22.4 billion, and Southbound's net purchase of Hong Kong shares was HK$1,174 billion.
Beishui once again increased its holdings of the Bank of China by nearly HK$900 million and surpassed Meituan by nearly HK$800 million; Nanshuibong made a record purchase of 22.4 billion yuan
On April 26 (Friday), Southbound made net purchases of HK$1,174 million in Hong Kong stocks today. Kuaishou-W and HKEx received net purchases of HK$500 million and HK$117 million respectively.
Express News | Northbound Capital made a significant net purchase of 22.449 billion yuan today. China Merchants Bank, BYD, and Ningde Times received net purchases of 973 million yuan, 796 million yuan, and 754 million yuan respectively. Bank of Jiangsu had the highest n
GF Securities: 24Q1 fund allocation bank ratio rebounded, focus on recovering related banks
The Zhitong Finance App learned that Guangfa Securities released a research report saying that 24Q1Wind all fell 2.8%, the banking sector rose 10.8%, and the urban commercial banks rose 13.7%. The overall performance of the banking sector was significantly better than the entire market. The market chose urban commercial banks whose fundamentals are directly related to the decline in interest rates based on the logic of weak expectations and the decline in interest rates. However, reliance on financial market investment is a double-edged sword. A downturn in the economy (interest rates) will increase investment returns, while an increase in the economy (interest rates) will cause losses. Judging from historical experience, when the economy shows signs of stabilization, the trend of interest rates on treasury bonds in the market will rebound, because
Express News | Haitong Securities: It is expected that the bank's revenue growth rate will gradually stabilize in the future, and the profit growth rate is expected to remain high
Beishui raised more than HK$500 million from the Bank of China and sold Meituan for nearly HK$800 million; Nanshui bought CMB for nearly 700 million yuan
On April 25 (Thursday), Southwest Capital made net purchases of Hong Kong stocks of HK$1.88 billion today. The Hong Kong Stock Exchange and Tencent Holdings received net purchases of HK$407 million and HK$222 million respectively.
Express News | Northbound Capital made a net purchase of 349 million yuan today. China Merchants Bank, Lixun Precision, and Ningde Times received net purchases of 662 million yuan, 441 million yuan, and 273 million yuan respectively. Midea Group had the highest net sale
Direct impact of changes | China Merchants Bank rose nearly 4%, bank fund positions picked up month-on-month in the first quarter, and institutions said they would seize the bottom allocation opportunity
China Merchants Bank (03968.HK) rose nearly 4% and rose 3.63% at press time to report HK$34.25, with a turnover of HK$639 million.
Beishui added nearly HK$800 million to sell Meituan for over HK$1.5 billion; Nanshui bought Ping An of China for over HK$500 million
On April 24 (Wednesday), Southbound made net purchases of HK$1,995 million in Hong Kong stocks today. The Hong Kong Stock Exchange and China Mobile received net purchases of HK$736 million and HK$494 million respectively.
Express News | “Fixed Income +” was released again, and Yongying YueXiang raised more than 6 billion dollars in initial sales
Express News | CITIC Securities: It is expected that the short-term market style still favors dividend strategies, and bank sector positions are expected to continue to recover
Express News | Green Finance Scan of Listed Banks: Rapid Credit Growth and Continued Enrichment of Product Lines
Express News | Interest spreads collectively declined, and listed stock banks started a “two war”
Zhang Kun's quarterly report results released: oil stocks rose to the top heavy stock, reduced Maotai's positions, and increased Ali's holdings
Zhang Kun emphasized that long-term growth is the core of high-quality stocks, and encouraged investors to seek investment opportunities with the potential for continued growth.
The new general manager of Bosch Fund is coming, and CMB Wealth veteran Zhang Dong may take over. The wealth management background is worth looking forward to
① CMB veteran Zhang Dong is either transferred to the post of general manager of Bosch Fund, or is in the process; ② CMB is known as the “king of retail,” and Zhang Dong's 17 years of wealth management experience may help Bosch develop.
Nomura Adjusts China Merchants Bank's Price Target to HK$40.01 From HK$36.44, Keeps at Buy
01:37 AM EDT, 04/19/2024 (MT Newswires) -- Nomura Adjusts China Merchants Bank's Price Target to HK$40.01 From HK$36.44, Keeps at Buy
Express News | Listed banks are the “major dividend players” for A-shares, and the total dividend amount of the six major banks has reached a new high
招商銀行:年度報告2023
A quick look at the Hong Kong market | The three major indices have collectively risen, copper stocks strengthened, and Minmetals Resources rose more than 5%
Insurance stocks rose; China Taibao rose nearly 6%, China Ping An rose more than 4%; household appliance stocks generally rose; Hisense home appliances rose nearly 5%, and Haier Smart Home rose more than 4%.
Direct impact of changes | Domestic bank stocks are generally rising, and the profit stability of the banking industry will gradually be reflected
On April 18, $Bank Shares (BK1239.) $ generally rose in early trading. As of press release, $China Merchants Bank (03968.HK) $ rose 3.78% to HK$32.95; $Bank of Communications (03328.HK) $ rose 2.69% to HK$5.34; and $Postbank (01658.HK) $ rose 2.52% to HK$4.07. Market source: Futubull Niuniu Wanlian Securities released a research report indicating that from a long-term perspective, the banking industry's overall profit growth may have entered the bottom range, and profit stability will gradually be reflected. Also, from the perspective of dividends, dividends
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