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.
平安銀行股票討論區
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....
• 展望後期,高到港水平有望邊際下降,而國內鋼企生產進一步恢復,因而礦石整體基本面邊際改善,疊加春節前鋼企補庫鐵礦石需求預期仍在,因此預計階段性礦石價格仍有支撐,使得礦價繼續保持高位震盪走勢。 $F山證鐵礦石(03047.HK)$
供給方面
• 全球發運2691萬噸,環比減少657萬噸,其中澳洲發運1698萬噸,環比上週減少114萬噸,巴西發運418萬噸,環比增加528萬噸,非主流發運575萬噸,環比增加15萬噸。
• 受FMG火車脫軌事故影響,1月前兩週全球鐵礦石發運量低於預期,但1月3日脫軌事故解決後,FMG運輸已經處於恢復狀態,而非主流礦山目前仍保持發運高位水平,後期來看,西澳發運港口天氣平穩,巴西南部、東南部礦區1月下旬將有一次明顯降雨過程,整體預計後期全球發運小幅回升。
需求方面
• 247家鋼廠高爐開工率76.08%,環比上週上升0.45%,同比去年增加0.4%;高爐鍊鐵產能利用率82.56%,環比增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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加載中...
$平安銀行(000001.SZ)$ $建設銀行(00939.HK)$ $中信銀行(00998.HK)$ $農業銀行(01288.HK)$ $工商銀行(01398.HK)$ $郵儲銀行(01658.HK)$ $交通銀行(03328.HK)$ $招商銀行(03968.HK)$ $中國銀行(03988.HK)$ $招商銀行(600036.SH)$ $農業銀行(601288.SH)$ $交通銀行(601328.SH)$ $郵儲銀行(601658.SH)$ $光大銀行(601818.SH)$ $中國銀行(601988.SH)$ $中信銀行(601998.SH)$ $中國光大銀行(06818.HK)$
$平安銀行(000001.SZ)$ $建設銀行(00939.HK)$ $中信銀行(00998.HK)$ $農業銀行(01288.HK)$ $工商銀行(01398.HK)$ $郵儲銀行(01658.HK)$ $交通銀行(03328.HK)$ $招商銀行(03968.HK)$ $中國銀行(03988.HK)$ $招商銀行(600036.SH)$ $農業銀行(601288.SH)$ $交通銀行(601328.SH)$ $郵儲銀行(601658.SH)$ $光大銀行(601818.SH)$ $中國銀行(601988.SH)$ $中信銀行(601998.SH)$ $中國光大銀行(06818.HK)$
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