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Changjiang Securities: Expectations to improve asset quality drive bank stock valuation repair
The Zhitong Finance App learned that Changjiang Securities released a research report saying that PB valuations of bank stocks have been completely “broken” since the second half of 2023. Among them, urban investment and real estate risks are the core influencing factors. As CITIC Chemical Bonds mitigate liquidity risks, the real estate policy will be further relaxed, which will strengthen the logic of improving asset quality, open up valuation limits, and be optimistic that the valuation of high-quality bank stocks will return above 1.0xPB. At the individual stock level, we focus on recommending China Merchants Bank (600036.SH), which has both high dividends and real estate attributes, Changshu Bank (601128.SH), a high-performing stock driven by recovery expectations, and in-depth adjustments from 2023
Chutian Smart Communication Issues 750 Million Yuan Ultra-Short-Term Bonds
Hubei Chutian Smart Communication (SHA:600035) issued ultra-short-term bonds worth 750 million yuan, the company's second tranche of such bonds for the year, according to the company's filing on the S
Minsheng Securities: Bank AH Shares High Premium Nuggets H Shares High Dividends
Bank AH share premiums are still at historically high levels. On the one hand, tax policy expectations are improving, and premiums are expected to subside with financial support. On the other hand, the discount on H shares also brings dividend advantages. At the same time, it is also necessary to consider the relative disadvantages of liquidity and settlement efficiency in the H share market.
CMB quietly rebounded 30%
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Xiaomo: Maintaining China Merchants Bank's (03968) “Accumulation” rating and raising the target price to HK$44
Komo predicts that China Merchants Bank (03968)'s earnings per share will increase 2% year over year in 2024.
Changes in Hong Kong stocks | CCB (00939) rose more than 4%, leading the rise, and the valuation of domestic banks is still underrated. H-share banks may benefit from potential Hong Kong Stock Connect dividend tax relief
The Zhitong Finance App learned that Bank of China stocks were higher across the board in early trading. As of press release, CCB (00939) rose 4.14% to HK$5.79; China Merchants Bank (03968) rose 3.64% to HK$38.45; ICBC (01398) rose 3.13% to HK$4.61; and Postbank (01658) rose 2.96% to HK$4.52. China Galaxy Securities released a research report saying that credit has maintained reasonable growth, the pace of investment is more balanced, and structural optimization will become the main feature. Monetary policy will pay more attention to quality and efficiency, continuously enrich the monetary policy toolbox, and supervise
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