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Citic Securities: How to reevaluate the value of banks' stocks?
The value increase of bank stocks comes from investors reconstructing the logical deduction under the framework of renminbi asset investment.
300 billion share buyback shareholding reloan "order", current trend, overall controllable risk for banks, may generate more business opportunities
①From the current policies and market trends, the gradual recovery of stock market and market confidence upwards is a high-probability event, and the overall risk of loans is still manageable. ②Although the interest rate spread of share buyback and shareholding loans is not particularly large, this business can be used to expand and maintain clients of listed companies, leading to more business opportunities. ③In practice, the main consideration may not necessarily be using purchased stocks as collateral, but more emphasis will be placed on the comprehensive credit rating of the borrower.
Pan Gongsheng: Choose the right time to further reduce the reserve requirement ratio by 0.25-0.5 percentage points.
Pan Gongsheng expressed that it is expected to assess the market liquidity situation by the end of the year and to further reduce the deposit reserve ratio by 0.25-0.5 percentage points at an opportune time; reducing the 7-day reverse repurchase operation rate of the open market by 0.2 percentage points.
Second time this year! Several large banks announced a 'rate cut', starting today, lowering deposit interest rates.
Maintain a stable net interest margin.
Three state-owned major banks have lowered their deposit benchmark interest rates with a maximum reduction of 25 basis points.
Industrial and commercial banks, China Construction Bank Corporation, Bank of Communications mobile banks have all updated their deposit lending rates, with six-month rates dropping to 1%. This is the second time that the major banks have reduced deposit rates in less than 3 months since July, and it is also the sixth time that major banks have proactively reduced deposit rates since September 2022.
UBS Group: It is expected that the third-quarter performance of stock banks will significantly improve.
Overall, it is expected that the performance of the banking sector in the third quarter will show a more significant improvement.
Shareholders in China Zheshang Bank (HKG:2016) Are in the Red If They Invested Five Years AgoNo Data
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