最新出炉！Goldman Sachs 高盛中国银行业研究报告

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7月21日，共60页，分两份

目录：

A modest rather than sharp NPL cycle in 2011E/12E; trading ranges set; be selective 2
Some cyclical NPLs due to sharp corporate debt rise and tightening 11
LGP loans: near-term NPL modest in 2011E/12E; long-term risks hinge on fiscal reform 16
Reduce earnings forecasts on slower balance sheet growth/higher credit costs 24
Two key reasons for our earnings estimate reductions 24
12-month target prices reduced for A/H share banks by an average of 14%/16% 29
New risk weighting: reducing long-term ROE assumptions 29
BoCom (3328.HK, Sell): downgrade on low CAR, high earning risks 32
SPDB (600000.SS, Sell): downgrade on interbank exposure and LGP 34
CNCB (0998.HK, Buy): off CL due to higher earning sensitivity 36
GS(China Banks(2)-Jul 21).pdf (433.71 KB, 需要: 40 个论坛币)

2011-7-26 10:24:21 上传

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GS(China Banks-Jul 21).pdf (616.83 KB, 需要: 40 个论坛币)

2011-7-26 10:24:21 上传

需要: 40 个论坛币  [购买]

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关键词：Goldman 行业研究报告 Goldma 中国银行业 Sachs 高盛中国 corporate 研究报告 average balance

应该是好资料!

thanks for sharing

看看，不知道好不好

看看高盛的东西```

Thanks a lot!

非常感谢楼主发帖啊...很受用

太感谢了 真行

good!!!!!!!!!!!!!

高盛的資料都非常受用 感謝