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The effect of interest rate cuts on deposits is gradually becoming apparent, with interest expenses of many national banks decreasing in the first half of the year, and some banks reducing by more than 7%.
① According to the semi-annual reports of joint stock banks and state-owned banks, although the trend of deposit regularization is obvious, and coupled with the expansion of deposit scale, the cost of debt has actually been reduced for many banks. ② Recent earnings conferences have shown that executives of various banks have expressed the need to adjust the asset-liability structure, strengthen cost control of liabilities, and attract low-cost deposits. This will be the focus and deployment direction for commercial banks in the second half of the year.
Worst Likely Over for Bank of Communications -- Market Talk
Signal of disintegration of the group? The collectively broken bank stocks that continuously hit new highs.
Using the name of solidarity to engage in speculation in reality?
Guotou Securities: ETF over allocation + market under allocation + minimal selling pressure will continue to receive sustained pricing.
Guotou Securities believes that if equity ETF passive investment becomes the main source of incremental capital in the future, it will not only be a short-term stabilization factor, but also a direction that can achieve sustained pricing with ETF over-allocation, market under-allocation, and low selling pressure.
Bank of Communications Semi-Annual Report 2024
Bank of Communications 2024 Semi-Annual Report Summary
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