China Minsheng Banking Corp.,Ltd.に関するコメント

CLSA│122.878 billion│-0.7%
$海通国际(00665.HK)$│121.726 billion│-1.7%
China Securities│120.106 billion│-3%
$申万宏源(06806.HK)$│119.692 billion│-3.3%
$DBSグループ(D05.SG)$ │119.592 billion│-3.4%
GF Securities│118.841 billion│-4%
$国泰君安(02611.HK)$│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%
$HSBC(00005.HK)$│116.553 billion│-5.8%
$中国民生銀行(01988.HK)$│116....

https://alphaedgeinvesting.com/2022/07/13/chinese-banks-racked-up-usd163-6-million-in-fines-in-first-half-for-lax-control-of-loans-other-offences/
$中国工商銀行(01398.HK)$$中国農業銀行(01288.HK)$$中国建設銀行(00939.HK)$$China Construction Bank Corporation(601939.SH)$$China Minsheng Banking Corp.,Ltd.(600016.SH)$ $

$中国民生銀行(01988.HK)$
$EVERGRANDE(03333.HK)$ 
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 $中国民生銀行(01988.HK)$  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.

$中国民生銀行(01988.HK)$ Hong Kong minsheng Bank PB undervaluation is outrageous, this is a direct bankruptcy price. Is obviously affected by the drag of the real estate industry, especially the recent stir - up of some big real estate. Will the current Minsheng Bank go bust? I think this possibility is very low, banks and real estate management is still very different.