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China Galaxy Securities: Incremental policy effectiveness released, bullish on the value of bank allocation.
The National Development and Reform Commission, the Ministry of Finance, and the Ministry of Housing and Urban-Rural Development respectively held press conferences this month, announcing a package of incremental policies to continue stabilizing growth, expanding domestic demand, and implementing risk mitigation to boost consumer spending.
Bank of Jiangsu Report for the Third Quarter of 2024
Express News | Bank of Jiangsu Q3 Net Profit up 10.1% Y/Y
Huachuang Securities: In the third quarter, the proportion of bank stocks in fund holdings slightly increased from a low level, bullish on the sector's value in the upturn cycle.
In the third quarter of 2024, the proportion of actively held positions in bank stocks in public offering funds bottomed out slightly, with the position ratio still at a low level. However, with the rebound of stock prices, the degree of underweighting has narrowed, and market risk appetite has increased slightly.
Zhongtai Securities: It is expected that listed banks will stabilize their interest margins in the third quarter, and the marginal increase in profits will rebound.
zhongtai Securities released a research report stating that the policy stimulus is bullish for the fundamental outlook of banks and the expected improvement in asset quality, while also boosting market risk appetite.
Huafu Securities: The reduction of existing home loan interest rates has finally been implemented. Three factors are driving the banks sector.
Banks sector needs to further examine the effects of previous policies and the future trend of the fundamentals.
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