Fox-Pitt：中国银行业研究报告2009年7月

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TABLE OF CONTENTS
Patriot Games.......................................................................................................................4
Revenues – margins remain the key................................................................................11
Net interest income analysis............................................................................................................11
Fee income analysis.......................................................................................................................25
Asset quality – better, for now…......................................................................................27
Loan dissection analysis..................................................................................................................28
FPK asset quality forecasts & NPL sensitivities ..............................................................................31
Costs – being cut, but how sustainable? ........................................................................36
Performance – seen from another angle .........................................................................39
Bank of China (3988 HK) Outperform ..........................................................................42
Bank of Communications (3328 HK) Upgrade to In Line............................................47
China Construction Bank (939 HK) Upgrade to Outperform......................................52
China CITIC Bank (998 HK) Outperform.......................................................................57
China Merchants Bank (3968 HK) Underperform ........................................................62
ICBC (1398 HK) Outperform...........................................................................................67
Appendix............................................................................................................................72
Disclosure information......................................................................................................73

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关键词：行业研究报告 中国银行业 中国银行 研究报告 行业研究 中国 研究报告 银行业

楼主你的论坛币就是用这么冷酷的剥削得来的吧

楼主，您好。我们小组最近在忙于研究银行业的发展情况研究，但所需要的数据很难收集到，还恳请楼主高抬贵手，能否给鄙人发一份。万分感谢。我邮箱：liupfjay@163.com.