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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.
