2009年11月韩国银行业研究报告

相似文件 换一批

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

【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

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0 回帖

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

额……大哥~你这也太贵了吧！