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.
Ping An Bankに関するコメント
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....
CIMB: China Banks – Bank of China, China Merchants Bank, Ping An Bank - Alpha Edge Investing
$中国銀行(03988.HK)$ $Ping An Bank(000001.SZ)$ $招商銀行(03968.HK)$
DBS: China banking sector: Jun total social financing grew 9%, new increment above expectation - Alpha Edge Investing
$Ping An Bank(000001.SZ)$ $中国建設銀行(00939.HK)$ $中信銀行(00998.HK)$ $中国農業銀行(01288.HK)$ $中国工商銀行(01398.HK)$ $郵儲銀行(01658.HK)$ $交通銀行(03328.HK)$ $招商銀行(03968.HK)$ $中国銀行(03988.HK)$ $China Merchants Bank(600036.SH)$ $Agricultural Bank Of China(601288.SH)$ $Bank Of Communications(601328.SH)$ $Industrial and Commercial Bank of China(601398.SH)$ $Postal Savings Bank Of China(601658.SH)$ $China Everbright Bank(601818.SH)$ $China Construction Bank Corporation(601939.SH)$ $Bank Of China(601988.SH)$ $China CITIC Bank Corporation(601998.SH)$ $光大銀行(06818.HK)$
読み込み中...
$Ping An Bank(000001.SZ)$ $中国建設銀行(00939.HK)$ $中信銀行(00998.HK)$ $中国農業銀行(01288.HK)$ $中国工商銀行(01398.HK)$ $郵儲銀行(01658.HK)$ $交通銀行(03328.HK)$ $招商銀行(03968.HK)$ $中国銀行(03988.HK)$ $China Merchants Bank(600036.SH)$ $Agricultural Bank Of China(601288.SH)$ $Bank Of Communications(601328.SH)$ $Postal Savings Bank Of China(601658.SH)$ $China Everbright Bank(601818.SH)$ $Bank Of China(601988.SH)$ $China CITIC Bank Corporation(601998.SH)$ $光大銀行(06818.HK)$
$Ping An Bank(000001.SZ)$ $中国建設銀行(00939.HK)$ $中信銀行(00998.HK)$ $中国農業銀行(01288.HK)$ $中国工商銀行(01398.HK)$ $郵儲銀行(01658.HK)$ $交通銀行(03328.HK)$ $招商銀行(03968.HK)$ $中国銀行(03988.HK)$ $China Merchants Bank(600036.SH)$ $Agricultural Bank Of China(601288.SH)$ $Bank Of Communications(601328.SH)$ $Postal Savings Bank Of China(601658.SH)$ $China Everbright Bank(601818.SH)$ $Bank Of China(601988.SH)$ $China CITIC Bank Corporation(601998.SH)$ $光大銀行(06818.HK)$
$中国工商銀行(01398.HK)$ $中国建設銀行(00939.HK)$ $中国銀行(03988.HK)$ $中国農業銀行(01288.HK)$ $交通銀行(03328.HK)$ $招商銀行(03968.HK)$ $中信銀行(00998.HK)$ $中国民生銀行(01988.HK)$ $重慶農村商業銀(03618.HK)$ $Industrial and Commercial Bank of China(601398.SH)$ $China Construction Bank Corporation(601939.SH)$ $Bank Of China(601988.SH)$ $Agricultural Bank Of China(601288.SH)$ $Bank Of Communications(601328.SH)$ $China Merchants Bank(600036.SH)$ $China CITIC Bank Corporation(601998.SH)$ $China Minsheng Banking Corp.,Ltd.(600016.SH)$ $Ping An Bank(000001.SZ)$ $Chongqing Rural Commercial Bank(601077.SH)$
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