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China Banks 2021-09-27 12:06 財經茄呢啡 由於中秋節假期,內地A股於周初休市,港股在失去北水的支撐下,曾跌穿24,000點關口,並反覆尋底,由今年高位31,100點水平,累計已下降逾7,000點。受恆大事件影響,內銀或就恆大貸款計提損失准備,因此內房及內銀均受壓,惟其後恆大如期支付公司債利息,且集團或不排除進行重組,因此暫時紓緩違約的擔心。
China Banks 2021-09-27 12:06 財經茄呢啡 內銀股招行挫1.45%,報57.8元;工行跌0.24%,報4.22元;匯豐則升1.13%,報40.2元;友邦平開,報88.4元;平保則跌0.2%,報53元。
China Banks 2021-09-27 12:06 財經茄呢啡 恆大並非唯一債築高台的內銀,德勤的報告顯示,內銀房地產業的不良貸款余額較年初升了38%,不良比率升了39個百分點。
China Banks 2021-09-27 12:06 財經茄呢啡 上星期在內房債務危機陰影下持續走弱的重磅內銀股回穩,建行 、工行 、中行 及招行 最多曾升約1%至3%,其後升幅稍收窄。
China Banks 2021-09-25 12:12 財經茄呢啡 林家亨對內銀股的看法同樣樂觀,相信,就算內銀最終需作出撥備,造成的沖?亦有限。以招商銀行為例,雖然招行於內房貸款占比達7.5%,較四大內銀高,但其不良貸款率低企,上半年僅1.01%;撥備覆蓋率更達逾400%。林家亨認為,於59元以下買進招行的值博率高。截至半日收市,招行股價的震動范圍為59.1元至62.4元。
China Banks 2021-09-22 11:45 財經茄呢啡 該行注意到投資者急於中秋節翌日假期前沽出持有的內銀股權,指認為內銀所受牽連不大,不會受到明顯負面影響,惟部份內銀須加大撥備以吸收潛在信貸損失。該行指郵儲行對內房貸款占比最少,其面對的信貸成本壓力亦最低。
China Banks 2021-09-22 11:45 財經茄呢啡 旨在建立統一的本外幣境外貸款政策框架,支撐和規范境內銀行開展境外貸款業務,以更好滿足境外企業資產需求;同一時間,對境內銀行境外貸款類似的跨境資產流動實施宏觀審慎管理,做好風險防范。
China Banks 2021-09-22 11:45 財經茄呢啡 高盛發表報告,指銀行理財產品等影子銀行問題,在樓價向下時對內銀系統影響不大,不會做成重大威脅,但由於按揭業務不良貸款將會增長,將令內銀利潤動蕩性加大。
China Banks 2021-09-22 11:45 財經茄呢啡 假設恆大所有銀行及其他貸款,以及內地企業債都由內地銀行提供融資,相關債務占內銀的累計組合只是非常小的比例,而內地不良貸款標准非常嚴格,加上內銀對於貸款有足夠的撥備,認為潛在的風險貸款有限。該行覆蓋的內銀股中,房地產貸款占企業貸款只有6%至19%,包括按揭的整體房地產貸款則占總貸款額24%至41%。
China Banks 2021-09-21 11:55 財經茄呢啡 在港上市內銀股持續走低,招商銀行跌超11%,渤海銀行、重慶銀行跌超6%,民生銀行、中信銀行跌超5%。
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