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China Galaxy Securities: In 24Q3, banks achieved positive growth in revenue and profits, with the continued value of dividends.
Under the policy inflection point, banks have accumulated positive fundamental factors; performance repair and capital replenishment continue to support the dividend attributes of banks.
Why did the fair value change income decline in the third quarter? The management of jiangsu changshu rural commercial bank stated two main reasons, but did not respond to whether there are results from the self-regulation investigation.
①Investors are concerned about the self-discipline investigation results of the national bond trading, with no response from the management. ②President Bao Jian explains the reasons for the decline in fair value change income in the third quarter. ③Secretary to the Board Tang Zhifeng responds to investors' demands for increased dividend payouts.
China Securities Co.,Ltd.: Banks' third-quarter performance improved month-on-month, continue to focus on the trend of asset quality.
Listed banks' third quarter 24 revenue improved quarter-on-quarter, with the spread narrowing, stable expansion in scale, and other non-interest support.
China Galaxy Securities: Incremental policy effects released bullish on the value of bank allocation.
NDRC, Ministry of Finance, and Ministry of Housing and Urban-Rural Development respectively held press conferences this month, announcing a package of incremental policies to continuously stabilize growth, expand domestic demand, and implement risk mitigation actions to boost consumer consumption.
Express News | Galaxy Securities: Positive fundamentals combined with a low interest rate environment continue to be bullish on the allocation value of the banks sector.
Huachuang Securities: In the third quarter, the proportion of bank stocks in fund holdings slightly increased from a low level, bullish on the sector's value in the upturn cycle.
In the third quarter of 2024, the proportion of actively held positions in bank stocks in public offering funds bottomed out slightly, with the position ratio still at a low level. However, with the rebound of stock prices, the degree of underweighting has narrowed, and market risk appetite has increased slightly.
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