发帖
雷达卡
【出版时间及名称】：
20100225 中银国际 中国银行业深度分析报告
【作者】： 中银国际
【文件格式】：pdf
【页数】：62 pages
【目录或简介】：
Table of Contents
INVESTMENT OPPORTUNITIES FROM OVERCORRECTION 3
COUNTERING CYCLES AND REDUCING LEVERAGE........ 9
POLICY TIGHTENING AND EFFECT ON BANKS............ 16
1Q10 RESULTS FORECASTS.................................. 18
BALANCE SHEET STRENGTH AND ASSETS DURATION. 23
BANK OF BEIJING (BOB)..........................................................26
BANK OF NANJING (NJCB)......................................................28
BANK OF NINGBO (NBCB).......................................................30
BANK OF COMMUNICATIONS (BOCOM) ......................................32
CHINA MERCHANTS BANK (CMB).............................................36
HUAXIA BANK..........................................................................40
SHANGHAI PUDONG DEVELOPMENT BANK (SPDB)....................42
APPENDIX I. BASEL III CALCULATION METHODS ....... 44
APPENDIX II. CAPITAL RAISING AND DILUTION ......... 48
APPENDIX III. INTEREST RATE AND RRR................. 53
APPENDIX IV. OUTLOOK FOR 2010 AND KEY
RATIOS OF LISTED BANKS................................... 57
APPENDIX V. RESULTS FORECASTS......................... 59
LISTED COMPANIES IN THIS REPORT ....................... 60
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