No Data
No Data
Citic Sec: Banks sector is expected to continue to recover positions, recommending two main lines.
As of Q2 2024, banks accounted for 2.45% of the heavyweight stocks held by active funds, up 0.21pct from Q1 2024.
GTJA Securities: Diluting the obsession with scale and embracing the new norm of social financing.
PBOC Governor Pan Gongsheng pointed out at the Lujiazui Forum that when the growth of monetary and credit has shifted from supply constraints to demand constraints, if the focus is still on the increase in quantity even in the presence of a "size bias", it obviously contradicts the laws of economic operation. It is expected that the motivation behind banks using bills to pledge loans will significantly weaken, and more attention will be paid to the adjustment of loan structure and improvement of business quality and efficiency. Both social financing and credit will enter a "new normal" of growth.
Jiutai RCB (06122.HK): "21 Jiutai Rural Commercial Bank second-tier" will pay interest on July 22.
On July 15th, GeLongHui reported that Jiutai Rural Commercial Bank (06122.HK) announced that the payment date for Jilin Jiutai Rural Commercial Bank Co., Ltd.'s 2021 Second-tier Capital Bonds (referred to as '21 Jiutai RCB II,' code: 2121033) is July 22, 2024 (postponed to the next working day if it falls on a statutory holiday). The total issue amount of this bond is 2 billion yuan, with a coupon rate of 4.80% for this interest period.
GF Sec: A summary of the quota and usage of interbank certificates of deposit in the first half of 2024.
Under the policy guidance of idle funds pressure, it is unlikely that state-owned banks will update their filing quotas within the year. In history, only a few urban and rural commercial banks have updated their filing quotas due to the scale of their deposit certificates exceeding the filing quotas, and state-owned banks have no precedent yet.
Further Weakness as Jilin Jiutai Rural Commercial Bank (HKG:6122) Drops 15% This Week, Taking Five-year Losses to 56%
Minsheng Securities: Bank AH Shares High Premium Nuggets H Shares High Dividends
Bank AH share premiums are still at historically high levels. On the one hand, tax policy expectations are improving, and premiums are expected to subside with financial support. On the other hand, the discount on H shares also brings dividend advantages. At the same time, it is also necessary to consider the relative disadvantages of liquidity and settlement efficiency in the H share market.
No Data