Analysts have turned bearish on Ping An Bank's prospects, slashing revenue and EPS estimates. However, the unchanged price target suggests they don't see a significant impact on its intrinsic value. The anticipated business downturn this year could deter investors.
Many expected China to overtake America as the world's biggest economy sometime around the start of the next decade. But that's looking more and more like a pipe dream, especially after the US widened its lead last year. The American economy grew by 6.3% in nominal terms – that is, unadjusted for inflation – in 2023, outmuscling China's 4.6% gain.Consequently, the size of China's economy relative to the US fell to 65%, down from its peak of 75% at the end of 2021....
Despite Ping An Bank's robust EPS and revenue growth, its share price plunge is seen as potentially unwarranted. However, speculations of past over-hype and an identified warning sign should prompt investors' scrutiny.
平安银行股票讨论区
The American economy grew by 6.3% in nominal terms – that is, unadjusted for inflation – in 2023, outmuscling China's 4.6% gain.Consequently, the size of China's economy relative to the US fell to 65%, down from its peak of 75% at the end of 2021....
• 展望后期,高到港水平有望边际下降,而国内钢企生产进一步恢复,因而矿石整体基本面边际改善,叠加春节前钢企补库铁矿石需求预期仍在,因此预计阶段性矿石价格仍有支撑,使得矿价继续保持高位震荡走势。 $F山证铁矿石(03047.HK)$
供给方面
• 全球发运2691万吨,环比减少657万吨,其中澳洲发运1698万吨,环比上周减少114万吨,巴西发运418万吨,环比增加528万吨,非主流发运575万吨,环比增加15万吨。
• 受FMG火车脱轨事故影响,1月前两周全球铁矿石发运量低于预期,但1月3日脱轨事故解决后,FMG运输已经处于恢复状态,而非主流矿山目前仍保持发运高位水平,后期来看,西澳发运港口天气平稳,巴西南部、东南部矿区1月下旬将有一次明显降雨过程,整体预计后期全球发运小幅回升。
需求方面
• 247家钢厂高炉开工率76.08%,环比上周上升0.45%,同比去年增加0.4%;高炉炼铁产能利用率82.56%,环比增0.97%...
CIMB: China Banks – Bank of China, China Merchants Bank, Ping An Bank - Alpha Edge Investing
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DBS: China banking sector: Jun total social financing grew 9%, new increment above expectation - Alpha Edge Investing
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加载中...
$平安银行(000001.SZ)$ $建设银行(00939.HK)$ $中信银行(00998.HK)$ $农业银行(01288.HK)$ $工商银行(01398.HK)$ $邮储银行(01658.HK)$ $交通银行(03328.HK)$ $招商银行(03968.HK)$ $中国银行(03988.HK)$ $招商银行(600036.SH)$ $农业银行(601288.SH)$ $交通银行(601328.SH)$ $邮储银行(601658.SH)$ $光大银行(601818.SH)$ $中国银行(601988.SH)$ $中信银行(601998.SH)$ $中国光大银行(06818.HK)$
$平安银行(000001.SZ)$ $建设银行(00939.HK)$ $中信银行(00998.HK)$ $农业银行(01288.HK)$ $工商银行(01398.HK)$ $邮储银行(01658.HK)$ $交通银行(03328.HK)$ $招商银行(03968.HK)$ $中国银行(03988.HK)$ $招商银行(600036.SH)$ $农业银行(601288.SH)$ $交通银行(601328.SH)$ $邮储银行(601658.SH)$ $光大银行(601818.SH)$ $中国银行(601988.SH)$ $中信银行(601998.SH)$ $中国光大银行(06818.HK)$
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