BNP 巴黎银行：中国银行和保险业研究 48页

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

BNP 法国巴黎银行：中国银行和保险业研究

48页 04.24 24 April 2007

BNP Financials/Banks & Insurance

111385.pdf (826.74 KB, 需要: 8 个论坛币)

2007-4-27 07:37:00 上传

BNP 巴黎银行：中国银行和保险业研究 48页
需要: 8 个论坛币  [购买]

Contents
Macro shows no sign of slowing, why should micro? ................ 3
Robust macro growth and favourable 2006 earning results reiterate our positive view on China banks.
Favour CMB and CCB as top BUYs.
Too much value not embedded ..................... 12
1Q07 premium growth much higher than expected. Concern over impact from rising stock market
mitigated. Fastened deregulation in financial sector makes China Life the largest beneficiary. Upgrade
to BUY.
Company updates..................... 17
China Merchants Bank 18
China Construction Bank 21
ICBC 24
China Life 27
BOC 30
Ping An Insurance 33
Bank of Communications 36
China Insurance 39
PICC 42

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏2 回帖

关键词：中国银行 保险业 BNP Deregulation Construction 研究 保险业 中国银行 巴黎 BNP