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.
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.
Hong Kong stock Concept tracking | The Domestic Silver Sector is surging forward, Institutions expect high dividend defensive varieties to remain superior (with related stocks attached)
The high dividends, low volatility, and stable Operation style of bank stocks make them a "safe haven" for capital during market fluctuations.
Two vice presidents of China Merchants Bank have been confirmed, continuing the direction of a "flat" organizational structure.
The appointment of the two vice presidents of CM BANK (600036.SH) has finally been settled. On December 27, CM BANK disclosed that the Board of Directors has agreed...
Bank stocks have surged for several consecutive days, and the Hang Seng Index has recovered to 20,000 points. Bullish Signals from the fiscal side are favorable for the continuation of the rebound | Hong Kong stock barometer.
① The Hang Seng Index stands above the 20,000-point mark; why is it so strong in the short term? ② The fiscal side releases Bullish Signals; can it help sustain the rebound?
Outperforming 92% of stocks within the year! The four major banks have reached a new high again, and this month they have all faced Shareholding reductions by financing clients.
① Today, the stock prices of the four major banks collectively set new historical highs, with an average increase of nearly 47% this year, outperforming 92% of stocks during the same period. ② Excluding new stocks, a total of 10 stocks reached historical highs today, most of which are CNI Mid-Small Cap.Index stocks, with a relatively high number of Transportation stocks. ③ The four major banks have all experienced shareholding reductions by financing clients this month, including the Industrial And Commercial Bank Of China, which has seen a net sell-off of nearly 0.2 billion yuan in financing this month.
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