2009年11月韩国银行业研究报告

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【出版时间及名称】：2009年11月韩国银行业研究报告
        【作者】：汇丰银行
        【文件格式】：PDF
        【页数】：52
        【目录或简介】：

Investment summary 3
Margin recovery likely to be very selective in 2010 3
Restructuring has a long tail 4
Rising debenture rollover less of a problem this time 5
Peak valuation still distant 5
How to play 2010 6
Company and valuation 6
NIM upside in 2010 is very
selective 7
NIM outlook positive but not too exciting 7
A play for rate hikes? 9
Deleveraging likely to continue on 2010… 10
Industry restructuring will take
time 12
It’s better than we thought 12
Most asset quality data improving, but… 13
The problem sectors 14
Fast recovery from bad loans unlikely… 15
Scenario tests on toxic loans 15
Less concern on 2010
debenture rollovers 17
A brighter outlook 17
How to play 2010 19
Earnings recovery on course 19
Stock picks by investment horizon 20
Rating, target price revisions 20
Too early for peak valuation 20
Company highlights 23
Shinhan Financial 24
KB Financial 27
Industrial Bank of Korea 30
Busan Bank 33
Woori Financial 35
Hana Financial 37
Daegu Bank 41
Disclosure appendix 48
Disclaimer 51

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关键词：行业研究报告 研究报告 行业研究 银行业 Structuring 研究报告 银行业 韩国

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