中信研究:全球视角下的大型银行价值重估
2020年至今,全球G-SIBs资本市场表现乐观。拆解来看,盈利能力提升、回购分红增厚,成为过去10年G-SIBs回报乐观的主要因素。各国家地区G-SIBs回报驱动有所不同,美国靠利润与回购、欧洲靠股息与反转、日本靠利率正常化重估、中国红利属性明显。展望来看,当前国内大型银行正步入高质量发展阶段,扩表模式、盈利模式、资本模式和股东回报持续优化,投资价值空间广阔。
海外研选日报0625 | ING:霍尔木兹海峡通行恢复压低油价 但基本面仍偏紧
①法农:鹰派美联储叠加避险情绪 美元多头或延续; ②摩根士丹利上调2027年CoWoS需求预期:英伟达仍居首,AMD与谷歌TPU加速放量; ③高盛:霍尔木兹复航难压炼油利润 柴油裂解价差或长期高于历史均值; ④摩根大通上调美光目标价至1540美元,看好长期供货协议推动业务转型。
State Street SPDR STI ETF 为其新加坡基准基金发布更新版招股说明书
新加坡股市5月上涨3.3%;STI年初至今上涨10.8%
STI的上涨受到ETF资金流入和大盘股走强的支撑。新加坡股市在5月继续吸引资金流入,海峡时报指数(STI)当月实现了3.3%的总回报率。
SPDR STI ETF将于2026年转向总回报基准并增加期货使用
不确定性成为世界新常态?企业高管们都在担忧这“七大问题”……
①近十年来,企业领导者面临的经营现状是战争、通货膨胀、人工智能(AI)以及供应链冲击成为常态; ②超过30位首席执行官、企业高管以及行业领军人物接受采访时指出,他们发现不确定性已具有结构性,并总结了“七大担忧”。
新加坡3月份制造业产出增长10%
新加坡统计局周一报告称,由于几乎所有产业集群的强劲增长,该国3月份制造业产出飙升10.1%。
新加坡企业因能源冲击冻结招聘
根据新加坡国家最近的一项调查显示,由于美伊战争引发的能源危机,大多数新加坡公司已经开始冻结招聘并削减福利。
Singapore's Central Bank Likely to Leave Policy Unchanged at April Meeting -- Market Talk
0633 GMT - Singapore's central bank is likely to leave policy unchanged at its April meeting, say two members of RHB's Global Economics & Market Strategy Division in a research report. The Monetary
Singapore Private Home Sales Likely to Pick Up -- Market Talk
0525 GMT - Singapore's private home sales are likely to pick up on a healthy launch pipeline, says ERA Singapore's Marcus Chu in commentary. The city-state's overall private residential property
新加坡2月份贷款市场萎缩
新加坡2月份的贷款活动同比出现萎缩,对居民的总贷款和垫款从一年前同期的SG$8,411亿下降至SG$8,936亿。
Singapore's Manufacturing Sector Likely Supported by AI Demand -- Market Talk
0724 GMT - Singapore's manufacturing sector is likely to be supported by artificial intelligence-related server and data center demand in the near-term, CGS International economists say in a note.
新加坡2月份进出口价格指数下降
新加坡2月份出口价格指数较上年同期下降4.3%,此前一个月下降了6%,因非石油指数下滑2.0%,而石油指数同比下跌14.1%。
Singapore Central Bank Could Tighten Policy on Potentially Higher Inflation -- Market Talk
0353 GMT - The Monetary Authority of Singapore will likely tighten its policy in April, CIMB says, sooner than its earlier expectation for a 3Q move. Headline inflation in March is forecast to
更新:新加坡制造业价格2月份下滑速度放缓
(更新以修正最后一段的拼写错误)新加坡制造业价格在2月份继续下降,但降幅较上个月有所缓和,这个城市国家的
Singapore Says It Has 'Multiple Lines of Defense' Against Energy Disruptions
By Amanda Lee Singapore has multiple lines of defense to safeguard its energy security from the Middle East conflict, a top official said. "With the global environment becoming less certain and
亚洲富豪资金持续涌入 新加坡三大银行去年吸金610亿美元
新加坡三大银行去年共计吸纳了770亿新元(约合610亿美元或2367.6亿令吉)的净新增财富资金。