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swhy: Grasping the certainty of undervalued banks' performance bottoming out.
Whether it is the fund-driven approach in the low-dividend and low-volatility strategy or the fundamental changes in profit stability and marginal improvement, the banking sector will gain relatively considerable absolute and relative returns throughout the year. It is advisable to actively invest at this point.
Retail Investors Who Own 59% Along With Institutions Invested in Jiangsu Changshu Rural Commercial Bank Co., Ltd. (SHSE:601128) Saw Increase in Their Holdings Value Last Week
Key Insights Jiangsu Changshu Rural Commercial Bank's significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public 39% of the business
Guosen Securities (Hong Kong): it is expected that the probability of LPR decline in 2024 is low, and individual stock recommendations include CM Bank and so on.
Guosen Securities (Hong Kong) released a research report stating that the valuation of the banking sector is still at a low level. Quantitative analysis shows that the downward pressure of net interest margin in the second half of the year has decreased, and the subsequent performance growth is expected to be stable, with little downside valuation risk. If the macroeconomic continues to recover, the valuation is expected to be restored, and the industry maintains an 'outperform' rating. In terms of individual stocks, it is recommended to lay out banks with excellent long-term prospects at low valuations, including CM Bank (03968) and Bank of Ningbo (002142.SZ); recommend small rural commercial banks with distinctive features and focusing on small and micro clients, such as Jiangsu Changshu Rural Commercial Bank; recommended attention should be given to stocks with high dividend yields.
Guosen Securities: Valuations of bank sectors are still at low levels, with potential for valuation recovery.
Quantitative analysis of net interest margin influencing factors in 2024.
Changjiang Securities: Real estate policy accelerates bank stock valuation repair
Real estate policies accelerate the systematic valuation of bank stocks and repair the current round of real estate policy levels have exceeded expectations, and the market will continue to observe and price the new real estate policy. If the real estate market stabilizes, it will support the systematic restoration of bank stock valuations.
Changshu Bank (601128.SH) 2023 equity distribution: 0.1 share to distribute 0.25 yuan per share. The share registration date is May 28
Changshu Bank (601128.SH) announced that the company will implement the 2023 annual equity distribution, with cash per share...
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