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雷达卡
【出版时间及名称】：2010年3月中国银行业研究报告
【作者】：建银国际
【文件格式】：pdf
【页数】：47
【目录或简介】：
Table of Contents
Time for bargain hunting ..............................................................................................................................................1
Policy overhang – policy tightening triggered by faster loan growth in January...........................................................3
Refinancing overhang – alleviating..............................................................................................................................6
Dividend cuts overhang – underestimated but to be addressed by end of 1Q10 ........................................................8
China Banks: On track to deliver over 25% net profit growth in FY10F .....................................................................10
Recommendations .....................................................................................................................................................14
CITIC Bank (998 HK) .................................................................................................................................................19
ICBC (1398 HK) .........................................................................................................................................................24
Bank of China (3988 HK) ...........................................................................................................................................28
Bank of Communications (3328 HK) ..........................................................................................................................33
China Merchants Bank (3968 HK) ..............................................................................................................................38
Minsheng Bank (1988 HK).........................................................................................................................................43
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