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【今日报告提要】
题名:China Banks,Under the X-ray.
机构:HSBC
作者:Michael Chang, Michael Chu and Todd Dunivant
日期:2014.03.21
分类:行业分析(banking)
页数:84页
主要结论:China banks are trading at an unprecedented discount to the market, implying a disconnectbetween how investors see the outlook for banks versus other sectors.Yet, even if we cut our valuations by 32-63% to refl ect investors’ worst fears, we still see potential upside in the sector’s shares . We upgrade ABC, BOC and Minsheng to Overweight (V) and downgrade CITIC Bank to Neutral (V).
上榜理由:该报告为汇丰银行最新推出的中国银行深度报告,报告看好中国银行业。 =========================================================== ======================
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