【出版时间及名称】:2009年12月韩国银行业研究报告
【作者】:大宇证券
【文件格式】:PDF
【页数】:32
【目录或简介】:
Contents
I. Investment summary......................................................................................................3
II. Share price and valuation .............................................................................................4
1. 2009 Share performance.................................................................................................4
2. Valuation.........................................................................................................................4
III. 2010 Outlook................................................................................................................6
1. Growth .............................................................................................................................6
2. Net interest margin ..........................................................................................................9
3. Asset quality ..................................................................................................................12
IV. Issue analysis ............................................................................................................16
1. Banking industry realignment ........................................................................................16
2. Toughening financial market regulations.......................................................................18
V. Investment strategy and top picks ..............................................................................20
1. Investment strategy .......................................................................................................20
KB Financial Group (105560 KS)....................................................................................22
Woori Financial Group (053000 KS) ...............................................................................23
IBK (024110 KS) .............................................................................................................24
Hana Financial Group (086790 KS) ................................................................................25
Busan Bank (005280 KS)................................................................................................26
Jeonbuk Bank (105560 KS) ............................................................................................27
Shinhan Financial Group (055550 KS) ...........................................................................28
Korea Exchange Bank (004940 KS S)............................................................................29
Daegu Bank (005270 KS) ...............................................................................................30
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