History repeats itself! The proposal to authorize the issuance of shares by Bank Of Zhengzhou was opposed by 28.4% of the attending Listed in Hong Kong Shareholders, and Hong Kong investors have repeatedly expressed opposing views.
① The proposal for general authorization to issue shares by the Bank Of Zhengzhou was opposed by 28.4% of attending H Shareholders. ② Although issuing additional shares can attract external capital injection, it may dilute the equity of existing shareholders to some extent. ③ The proposal for the profit distribution plan of the Bank Of Zhengzhou for 2023 faced opposition from 83.111365% of attending H Shareholders, but it was ultimately approved smoothly.
Hu Yuefei has resigned as the chairman of Ping An Asset Management, officially bidding farewell to the Ping An Bank system, with at least 13 asset management subsidiaries' chairmen and presidents changing within the year.
① According to reports from the Financial Association, the board of directors of Ping An Assets Management Co., Ltd. received a written resignation letter from Hu Yuefei on November 18. ② Hu Yuefei is more familiar to the market as the former president of Ping An Bank. Including his experience at the predecessor of Ping An Bank, Shenzhen Development Bank, he has served in the Ping An Bank system for over 30 years. ③ At least 13 asset management companies have experienced significant personnel changes this year.
Bank of Qingdao disclosed the first quarter carbon reduction loan information of the A-share banks, and many unlisted banks have successively updated their data.
In the third quarter of 2024, the bank of qingdao issued a total of 90 million yuan in carbon reduction loans to two projects with the support of carbon reduction support tools, with a weighted average loan interest rate of 3.87%, resulting in an annual carbon reduction of 82,922.16 tons of carbon dioxide equivalent. Since the central bank implemented carbon reduction support tools, about 30 banks have disclosed information related to carbon reduction loans on their official websites quarterly.
Bank of qingdao, bank of guiyang and others have received intensive research. Interest rate spread pressure will still be a focus of concern next year. The reserve volume and structure of the opening red project of many banks have been "exposed."
① Under the backdrop of debt conversion, some regional banks are expected to benefit from the improvement in the fundamentals brought by the local economic development and debt restructuring. ② Regulatory requirements will assist listed banks with relatively low price-to-book ratios to strengthen dividends and increase stake & buy back, gradually enhancing valuation levels. Additionally, the management expectations of market cap for major index components will help bring long-term capital into the market, indirectly supporting high dividend sectors such as banks.
An illegal stock recommendation article evaporated hithink royalflush information network 24 billion, indeed many stock recommendation groups disbanded, the company's response: the rumors are not true.
① Rumors about hithink royalflush information network being involved in illegal stock recommendations and being under investigation circulated during the trading session today, to which hithink royalflush information network responded that neither situation exists; ② On social media, there have been allegations that employees of hithink royalflush information network engaged in unlicensed stock recommendations; ③ Employees of hithink royalflush information network's shareholding platform have reduced their holdings at a high level, with 139 public funds heavily invested in this stock during the third quarter.
Can the interest rate spread be improved? How to deal with breaking price and breaking net price? How much is the dividend? Lanzhou Bank's earnings conference will address multiple hot topics.
①"Due to the downward trend of loan market interest rates, the replacement of existing mortgage loan rates, and factors such as loan repricing, the net interest margin still faces certain pressure." ②"The banking industry is still facing the situation of undervaluation. Our bank will actively manage market cap and increase investor confidence.