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China Banks 2024-06-08T11:48 財經茄呢啡 內銀股當中,該行偏好建行、工行、中行及招行,相信有利的資產流入或將持續,對該行覆蓋的內銀股目標價調高2%至25.7%,重要反映AH股溢價的消減、2024財年淨息差前景改善與股本成本回軟等。
China Banks 2024-06-08T11:48 財經茄呢啡 內銀股遭內資減持,建設銀行、工商銀行分別遭淨出售1.02億、2.98億港元。消息面上,東興證券經濟學者林瑾璐直言,當前政策強調呵護銀行息差穩定、防范高息攬儲,估計利率自律機制將持續維護存款競爭秩序,銀行存款掛牌利率亦可能進一步調降。光大銀行金融市場部經濟學者周茂華亦相信,如今,銀行淨息差壓力大,市場利率保持低位等,銀行存款利率仍存在一定調低空間。
China Banks 2024-06-05T11:55 財經茄呢啡 內銀股當中,該行偏好建行、工行、中行及招行,相信有利的資產流入或將持續,對該行覆蓋的內銀股目標價調高2%至25.7%,重要反映AH股溢價的消減、2024財年淨息差前景改善與股本成本回落等。
China Banks 2024-06-03T11:57 財經茄呢啡 摩通最新報告稱,內地新一輪供應側改革可能正靜靜地展開。若成功緩解中國PPI通縮風險,將見到內銀淨息差和利潤的上揚空間。在國有銀行中,睇好招行,其後是建行。
China Banks 2024-06-03T11:57 財經茄呢啡 更主要的是,該行相信盈利率趨穩和通縮風險緩解將有幫帶動內銀股的重新評級。該行注意到,當通縮風險在供應側改革的背景下有所緩解,MSCI中國銀行指數從2016年第一季到2018年第一季上揚95%。雖然不期望今次出現當時的反彈規模,但如今水平具上行空間,在國有內銀中,摩通的選擇是招行 ,之後是建行 。
China Banks 2024-05-25T11:48 財經茄呢啡 市傳中國國有大型銀行正敦促分行加快審批貸款,給予地方國企購買空置的新盤單位,並接受以類似單位為抵押品。不過,國際評級機構穆迪提醒,地方國企若透過舉債方式來收購,可能會提升地方政府債務壓力。同一時間,內銀本來就身負中長期重點支撐先進制造業戰略升級的重任,在貿易緊張局勢加劇下,投行摩根士丹利擔憂,未來3年內銀可能醞釀每年兩萬億元人民幣(下同)不良貸款,可見中國人民銀行連串新政的潛在負面影響牽連甚廣。
China Banks 2024-05-25T11:48 財經茄呢啡 彭博社引述消息指,大型內銀快速響應政府上星期發布的樓市支撐計劃,敦促各分支行向購買待售住房的國企提供貸款。
China Banks 2024-05-22T11:45 財經茄呢啡 認為內銀股升勢將逐步恢復,基於預期淨息差在存款成本下挫下回穩,且內房銷售或有改善,亦認為政府在需要時將增長去內房庫存的規模及力度。而港股通紅利稅減免的潛在催化劑,將支撐估值不高的內銀股。花旗也直言,由於房地產行業系統性風險有所緩解,預期擁有較高開發商敞口的內銀將受惠。
China Banks 2024-05-21T11:47 財經茄呢啡 內銀股繼續受追捧,中國銀行、建設銀行分別獲淨買進11.7億、6.43億港元。消息面上,央行等部門連發三條通知,針對公積金貸款息口、商貸息口政策下限、購房首付比例等進行調整。此外,金融管控總局近日公布新規,拓寬AMC不良資金收購范圍。國聯證券近期表示,整體來看,當前銀行基本面在逐步尋底,待不利因素影響逐步消化後,基本面有望回升。
China Banks 2024-05-21T11:47 財經茄呢啡 關博士又指,因為外圍不排除減息,雖然會令淨息差收窄,但隨著中央不斷出手救內房,會推動內銀股反彈,而內銀股係恆指占比大,對恆指慨影響可以大過騰訊,所以有唔少板塊都配合到今次反彈,所以後市可以睇住ATMJ及內銀股。
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