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DBS: China Banks

Posted on October 17, 2022October 17, 2022 By alanyeo No Comments on DBS: China Banks
How would property sector impact China banks?
  • Property sector performance is the main investor concern vis-à-vis banking sector YTD 
  • Expect loan growth and asset quality to remain weak in short term 
  • Expect no large changes in banks’ property exposure strategy at the time being, as the NPL impact is controllable 
  • Negatives are largely priced in while we expect short-term volatility, long-term top pick remains PSBC (1658 HK)
China-Banking-Sector_14-Oct-2022_HK_IFClick here to Download Full Report in PDF

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Research - Equities Tags:Agricultural Bank of China, bank of china, Bank of Communications, BOC, China Banks, China Citic Bank, China Construction Bank, China Everbright Bank, China Merchants Bank, ICBC, Industrial and Commercial Bank of China, Ping An Bank, Postal Savings Bank of China

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  • Earnings Updates/ Corporate Actions
  • My Opinions/ Views
  • News
  • Others
  • Research – Equities
  • Research – Fixed Income/ Bonds
  • Research – Unit Trusts/ ETF

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