Shanghai Kai Kai Industry to Avail 20 Million Yuan Structured Deposit Product; Shares Surged 10%
gf sec: Fiscal issuance expenditures have entered an accelerated phase. In 2025, the banking sector is transitioning from asset scarcity to recovery trade.
With incremental fiscal policies being implemented, a strong round of fiscal expansion is expected from Q4 2024 to Q2 2025, which will drive improvements in corporate profits and market expectations.
Guosen: In the short term, investment in the banks industry emphasizes certainty, and there are bullish opportunities for medium to long-term layouts.
During this round of market trends, the banking sector will also usher in relatively good investment opportunities, but it may take time to wait until the private investment demand recovers before there will be both excess returns and absolute returns.
Bank of Ningbo (SZSE:002142) Investors Are Sitting on a Loss of 30% If They Invested Three Years Ago
Zhongtai Securities: The monetary policy orientation in the third quarter of 2024 is positive, leaning towards smoothing the interest rate transmission mechanism and stabilizing the interest rate spread.
The central bank has explicitly stated that financial institutions should enhance their autonomous "rational" pricing capabilities in the next step to more reasonably respond to market demand and risk. In addition, the central bank pointed out that further regulation and interest rate cuts are subject to the dual constraints of net interest margins and exchange rates, especially the limitations of internal and external pressures.
China Securities Co.,Ltd.: Banks' third-quarter performance improved month-on-month, continue to focus on the trend of asset quality.
Listed banks' third quarter 24 revenue improved quarter-on-quarter, with the spread narrowing, stable expansion in scale, and other non-interest support.
Research reports | swhy: bank of ningbo's third quarter performance growth accelerates better than expected, maintaining a "buy" rating
swhy research reports pointed out that the acceleration of net interest income is driving outstanding revenue performance, and bank of ningbo (002142.SZ) third-quarter performance growth is better than expected. Actively acquiring assets, flexibly structuring underpin the stability of revenue growth in bank of ningbo, expecting bank of ningbo to pass through this economic cycle earlier and demonstrate upward alpha growth attributes in performance. Maintaining profit growth rate forecast, it is expected that the year-on-year growth rates of net income attributable to shareholders in 2024-2026 will be 5.3%, 6.6%, and 9.3% respectively, with the current stock price corresponding to a PB of 0.86 times in 2024, maintaining a “buy” rating.
Huachuang Securities: In the third quarter, the proportion of bank stocks in fund holdings slightly increased from a low level, bullish on the sector's value in the upturn cycle.
In the third quarter of 2024, the proportion of actively held positions in bank stocks in public offering funds bottomed out slightly, with the position ratio still at a low level. However, with the rebound of stock prices, the degree of underweighting has narrowed, and market risk appetite has increased slightly.
Bank of Ningbo: Report for the third quarter of 2024
Express News | Bank of Ningbo Says Q3 Net Profit up 10.3% Y/Y
Fuguo Fund Zhu Shaoxing's latest repositioning path exposure! Significantly increased holdings of Contemporary Amperex Technology (300750.SZ).
Zhu Shaoxing stated in the third quarter report that under the current valuation, the dividend value style can still find good investment opportunities, and the quality growth style also has many investment opportunities.
CICC: Focus on policy catalyzing improvement in bank asset quality expectations and increasing dividend certainty.
Compared to the performance in the third quarter, the current market focus is more on the recent implementation and impact of financial and fiscal stimulus policies, with policy catalyzing expectations for improved bank asset quality and increased dividend certainty being key variables affecting bank stock prices.
Zhongtai Securities: It is expected that listed banks will stabilize their interest margins in the third quarter, and the marginal increase in profits will rebound.
zhongtai Securities released a research report stating that the policy stimulus is bullish for the fundamental outlook of banks and the expected improvement in asset quality, while also boosting market risk appetite.
Independent director Li Hao of Bank of Ningbo (002142.SZ) intends to reduce shareholding by no more than 0.0413 million shares.
bank of ningbo (002142.SZ) announced that it holds 0.165 million shares of the company (accounting for the total share capital of the company...
Here's Why Bank of Ningbo (SZSE:002142) Has Caught The Eye Of Investors
Bank of Ningbo Issues 10 Billion Yuan Tier 2 Bonds; Shares Up 3%
Bank of Ningbo Co., Ltd.'s (SZSE:002142) Market Cap Dropped CN¥5.0b Last Week; Public Companies Bore the Brunt
Bank of Ningbo H1 Profit Up 5%, Operating Income Rises 7%
Bank of Ningbo: 2024 Semi-Annual Report Summary
Bank of Ningbo: 2024 Semi-Annual Report
No Data