Investor caution suggested over the returns pattern of a one-year versus a five-year period. For better assessment of China Minsheng Banking's prospects, the one warning sign in investment analysis should be considered.
$民生銀行(01988.HK)$ $中國恒大(03333.HK)$ it’s seriously not pretty to look at 03333 which dropped from over 10HKD to current price, as one of the affected bank I think$民生銀行(01988.HK)$must be having a tough time too. nevertheless I don’t see it bankrupting etc it’s just a matter of how long we are going to wait. I think Chinese government is giving a hard punch on many sectors amid the BRI. I think more capital/Chinese investment will be going overseas in the coming years.
民生銀行股票討論區
專欄港股收評:恆生科技指數跌3%,醫藥、芯片、新能源板塊下挫
今日,港股全天呈下跌行情,市場情緒表現低迷,恆生科技指數大跌3.46%,恆指、$國企指數(800100.HK)$ 分別下跌1.71%和1.96%,恆指下挫近350點,三者齊刷月內新低價。
盤面上,大型科技股全線下跌,$美團-W(03690.HK)$ 、$京東集團-SW(09618.HK)$ 跌超4%,$快手-W(01024.HK)$ 、$小米集團-W(01810.HK)$ 、$百度集團-SW(09888.HK)$ 、$網易-S(09999.HK)$ 、$阿里巴巴-SW(09988.HK)$ 皆跌超3%;
生物醫藥股領跌市場,藥明康德重挫超10%;此前消息稱拜登政府欲限制美企對華投資,半導體股連續下跌,且午後跌幅擴大明顯;特斯拉概念股、鋰電池股、光伏股等新能源股跌幅靠前,濠賭股、軍工...
Brokers│2022E Non-IFRS NP (RMB)│YoY Change
$海通国际(00665.HK)$│121.726 billion│-1.7%
China Securities│120.106 billion│-3%
$申萬宏源(06806.HK)$│119.692 billion│-3.3%
$星展集團控股(D05.SG)$ │119.592 billion│-3.4%
GF Securities│118.841 billion│-4%
$國泰君安(02611.HK)$│117.641 billion│-5%
$瑞士信贷(CS.US)$ │117.449 billion│-5.1%
$中金公司(03908.HK)$ │116.778 billion│-5.7%
$匯豐控股(00005.HK)$│116.553 billion│-5.8%
$民生銀行(01988.HK)$│116....
CIMB: China Banks (Neutral)
$工商銀行(01398.HK)$$建設銀行(00939.HK)$$中國銀行(03988.HK)$$農業銀行(01288.HK)$$交通銀行(03328.HK)$$招商銀行(03968.HK)$$中信銀行(00998.HK)$$民生銀行(01988.HK)$$重慶農村商業銀行(03618.HK)$$工商銀行(601398.SH)$$建設銀行(601939.SH)$$中國銀行(601988.SH)$$農業銀行(601288.SH)$$交通銀行(601328.SH)$$招商銀行(600036.SH)$$中信銀行(601998.SH)$$民生銀行(600016.SH)$$平安銀行(000001.SZ)$$渝農商行(601077.SH)$
DBS: China Banking Sector – A big concern, or over-panic on China banks?
$農業銀行(01288.HK)$$交通銀行(03328.HK)$$招商銀行(03968.HK)$$中信銀行(00998.HK)$$中國光大銀行(06818.HK)$$民生銀行(01988.HK)$$重慶農村商業銀行(03618.HK)$$郵儲銀行(01658.HK)$$工商銀行(01398.HK)$$農業銀行(601288.SH)$$交通銀行(601328.SH)$$招商銀行(600036.SH)$$中信銀行(601998.SH)$$光大銀行(601818.SH)$$民生銀行(600016.SH)$$渝農商行(601077.SH)$$郵儲銀行(601658.SH)$$上海銀行(601229.SH)$$平安銀行(000001.SZ)$$工商銀行(601398.SH)$
Agricultural Bank, Other Chinese Lenders Say Risks From Unpaid Mortgages Are Limited
$農業銀行(01288.HK)$$建設銀行(601939.SH)$$建設銀行(00939.HK)$$農業銀行(601288.SH)$$興業銀行(601166.SH)$$民生銀行(600016.SH)$$民生銀行(01988.HK)$$招商銀行(600036.SH)$$招商證券(06099.HK)$$招商銀行(03968.HK)$
Chinese Banks Racked Up USD163.6 Million in Fines in First Half for Lax Control of Loans, Other Offences
$工商銀行(01398.HK)$$農業銀行(01288.HK)$$建設銀行(00939.HK)$$建設銀行(601939.SH)$$民生銀行(600016.SH)$ $
如何構建你的投資組合?
彼得林奇是一位不同尋常的基金經理,他認爲普通投資者通過常識和理性,能夠戰勝專業的投資者。在書中,他特別強調,普通的投資者通過觀察生活,能夠早於專業投資者發現大牛股。他將投資的標的分成了六個不同的類型,分別是:
1.緩慢增長型:這類企業進入了發展瓶頸期,生意模式很難有大的突破,處於苟延殘喘的生存階段。比如傳統的印刷行業和服裝行業。
2.穩定增長型:這類企業往往是我們眼中白馬股,藍籌股。這類企業已經從快速增長階段,進入穩定增長階段,沒有大的資本開支,可以有穩定分紅。如果企業能發現新的生意機會,或者行業進入整合階段,企業有可能重新進入快速增長階段。對這類企業的投資關鍵是在其遭遇危機或股災時,從...
Love hate relationship with evergrrande
$中國恒大(03333.HK)$
it’s seriously not pretty to look at 03333 which dropped from over 10HKD to current price, as one of the affected bank I think $民生銀行(01988.HK)$ must be having a tough time too.
nevertheless I don’t see it bankrupting etc it’s just a matter of how long we are going to wait. I think Chinese government is giving a hard punch on many sectors amid the BRI. I think more capital/Chinese investment will be going overseas in the coming years.
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