The transformation of the Banking Industry in adversity in 2024: the mud and dawn of the "light asset" vision.

How far is dawn?

wallstreetcnJan 8 22:41

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.

cls.cnJan 2 14:19

In the "Big Firms" report, CITIC Securities forecasted this year's price-to-book ratio and dividend predictions for domestic banks listed in Hong Kong (table).

CICC issued a report on the outlook for China Mainland Banking this year, listing the predicted price-to-book ratios and dividend yields for H-shares: Stock │ Predicted Price-to-Book Ratio │ Predicted Dividend Yield ICBC (01398.HK) │ 0.4 times │ 6.3% CCB (00939.HK) │ 0.4 times │ 6.7% BOC (03988.HK) │ 0.4 times │ 6.4% ABC (01288.HK) │ 0.5 times │ 5.8% BoCom (03328.HK) │ 0.4 times │ 6.3% Postal Savings Bank Of China (01658.HK) │ 0.4 times │ 6.2% CMB (03968.HK) │ 0.8 times.

AASTOCKSJan 2 12:41

Liu Yonghao's stock acquisition is complete! The "New Hope Liuhe" group has made five moves on MINSHENG BANK, becoming the second largest Shareholder.

After this Shareholding increase, New Hope Group, controlling Southern Hope Industry, New Hope Liuhe Investments, and New Hope Chemicals, holds nearly 2.24 billion shares of MINSHENG BANK.

Brokerage ChinaJan 2 08:31

Express News | Minsheng Securities: It is expected that the Banking Industry will continue to maintain steady Operation in 2025.

BreakingsJan 1 15:22

Starting from as low as 10%! Several Banks are significantly reducing the fees for selling Retirement Funds.

On December 31, according to the Securities Daily, recently, more and more banks have joined the ranks of fee reductions. Several banks, including Agricultural Bank Of China, MINSHENG BANK, and Bank of Qingdao, have successively announced to carry out promotional activities for the agency sales of Fund fee reductions, offering discounts such as 10% and 50% on certain public fund subscription fees.

Gelonghui FinanceDec 31, 2024 09:04