2010年4月亚太银行业数据库

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【出版时间及名称】：2010年4月亚太银行业数据库
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：32
        【目录或简介】：
Asia Pacific Banks
April – Data Dashboard
▲ China: NIMs are trending higher and capital raisings
appear discounted. Valuations are appealing in a
regional context. Prefer CCB & BoComm. Least Ningbo.
▲ Indonesia: High growth, high return & declining risk/
sovereign upgrade. Prefer BBRI & BMRI. Least BCA.
▲ India: Seek strong liability franchises with favourable
risk reward. However, strong medium-term revenue
progression may face some short-term pressures from
rate hikes inter alia. Prefer SBI. Least Kotak.
▲ Thailand: Near-term pressure from politics will create
another buying opportunity. Given emerging value, clean
balance sheets, growth & expanding returns, trade the
volatility and invest the trend. Prefer BBL & SCB. Least KTB.
▲ Korea: Asset quality and growth concerns have
driven underperformance. Stocks beginning to look
better in a regional context. Prefer SFG. Least HFG.
- Philippines: Resilient remittances, improved
consumption and reasonable value. Liquidity to find this
over-looked market. May elections may also be a
positive catalyst. Prefer MBT. Least BDO.
- Malaysia: Over banked and highly competitive means
little growth, but defensive. Prefer Public. Least MAY.
- Hong Kong: Tough revenue outlook - no loan growth,
NIM pressure & competition. Prefer BOCHK. Least BEA.
▼ Taiwan: Private banks with consumer loans focus in
sweet spot to gain NIM and WM fees. Prefer E.Sun &
Taishin. Least Chang Hwa & First Financial.
▼ Singapore: Revenue challenged & expensive.
Competition is intensifying and regional growth options
are too small. Prefer UOB. Least DBS.
▼ Australia: Earnings and ROE normalization reflected
in forecasts, valuations are full. Prefer WBC. Least CBA.
Preferences tweaked: Buying structural revenue
growth has generally led to outperformance (India,
Indonesia & Thailand). However, more defensive
markets may see some technical catch up (Hong Kong,
Taiwan & Singapore). While China and Korea look good
value in a regional context.

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关键词：行业数据库 行业数据 银行业 数据库 asia pacific 数据库 银行业 亚太

刚看了一个论坛币40，这个更狠，65535，现在在虚拟世界都穷得被bs了，唉

下来看看到底值不值？

yyybee 发表于 2010-4-20 14:36
刚看了一个论坛币40，这个更狠，65535，现在在虚拟世界都穷得被bs了，唉

我发了个免费的...
http://www.pinggu.org/bbs/viewthread.php?tid=827093&extra=