Minsheng Securities: By 2025, the valuation of Banks may continue to recover, focusing on "dual high" symbols such as high growth and high dividends.

Minsheng Securities released a Research Report stating that the valuation repair of Banks driven by dividends may continue in 2025, alongside the support of fiscal and monetary policies for the economy. The firm recommends "dual-high" symbols represented by high growth and high dividends as a top choice in the Sector of Banks.

Zhitong FinanceJan 12 17:47 ET

Banks' "Wealth Management Night Market" trend is rising again, and the incremental scale of bank wealth management may reach 2-3 trillion yuan by 2025.

① Wealth management companies and Banks are actively creating and establishing "wealth management night markets," breaking time limitations to meet more investors' needs; ② Against the backdrop of declining deposit interest rates, bank wealth management still has vast development space. In the next step, wealth management companies can continue to strengthen efforts in product innovation, channel innovation, and service model innovation.

cls.cnJan 10 02:30 ET

The transformation of the Banking Industry in adversity in 2024: the mud and dawn of the "light asset" vision.

How far is dawn?

wallstreetcnJan 8 09:41 ET

On the first trading day of the New Year, Bank stocks opened high and then fell back. Many Institutions: the opening performance may be better than in previous years, but the trend of declining net interest margin remains unchanged.

① The crediting ratio between each quarter is expected to recover to a ratio of 4:3:2:1. ② It is expected that policy trends will continue, gradually boosting demand in the Real Estate sector. ③ This year, the decline in net interest margin for Banks is narrower compared to 2024, with a calculated interest margin of 1.34% under neutral assumptions.

cls.cnJan 2 01:19 ET

China Galaxy Securities Banking Industry 2025 Investment Strategy: Bottom stability and thick red, the growth potential of the Industry still exists.

With banks accelerating risk management in recent years and the expectation of falling deposit interest rates, the decline in bank interest margins is expected to narrow.

Zhitong FinanceDec 31, 2024 03:47 ET

This year's biggest winner in the A-share market.

An increasingly obvious trend.

Gelonghui FinanceDec 30, 2024 07:08 ET