No Data
No Data
Research Report | CICC: Net profit from bank stocks is expected to increase by 1% year-on-year in the first quarter. It is recommended to focus on Changshu Bank and Bank of Ningbo
Glonghui, April 22 | CICC released a report. In the first quarter, the revenue of listed banks in the mainland is expected to drop 4% year-on-year, and net profit will increase by 1% year-on-year. The profit growth rate will continue to weaken compared to last year. According to the bank, the pace of expansion of bank assets is slowing down, and some banks may be shrinking. However, interest spreads continued to narrow, and wealth management revenue was weak, hampering revenue performance. Considering that loan repricing is still occurring, interest rates on newly issued loans and bonds are declining, and deposit regularization is still present, it is expected that the net interest spreads of listed banks will narrow by 6 basis points quarterly in the first quarter, corresponding to an annual decline of 25 basis points, dragging down net interest income by 5% year-on-year. Moreover
Express News | Galaxy Securities: Balanced Credit Investment, Preferential Corporate Loan Structure
Huafu Securities: Credit demand is expected to remain high, and the fundamentals of small to medium banks are expected to be repaired at an accelerated pace
The scale of social finance in March was 4872.5 billion yuan, a year-on-year decrease of 514.2 billion yuan.
Pacific released a research report on April 9 stating that it gave Changshu Bank (601128.SH) a purchase rating. The main reasons for the rating include: 1) maintaining leading performance growth, showing confidence; 2) offsite expansion continues to advan
Pacific released a research report on April 9 stating that it gave Changshu Bank (601128.SH) a purchase rating. The main reasons for the rating include: 1) maintaining leading performance growth, showing confidence; 2) offsite expansion continues to advance to support large-scale growth; 3) interest spreads are resilient, ranking at the forefront of the industry; 4) maintaining excellent asset quality and rising capital adequacy ratios. (Mainichi Keizai Shimbun)
Express News | The Social Security Fund appeared on the list of the top ten tradable shareholders with 196 shares
Zhongtai Securities: State-owned banks all achieved positive profit growth in 2023. Prefer urban agricultural commercial banks with cheaper valuations for investment
The economy determines bank stock selection logic. Weak and strong economic recovery correspond to different target varieties, and bank stocks have steady and defensive properties.
No Data