UBS Equities-China Banks _Q124 Preview Widening divergence; Be selective...-107451688
Global Research and Evidence Lab Q124 Preview: Widening divergence; Be selective Deeper revenue & PPOP decline; earnings to stay largely flat
报告摘要
Global Research and Evidence Lab Q124 Preview: Widening divergence; Be selective Deeper revenue & PPOP decline; earnings to stay largely flat
报告信息
- 文件全名
- 《UBS Equities-China Banks _Q124 Preview Widening divergence; Be selective...-107451688.pdf》
- 适合读者
- 核心数据
- for major JSBs (excl. PAB) to outperform large banks (avg. -2.0% YoY vs -4.5% YoY)
- banks at +0.2%/-0.2% YoY. While most regional banks have not released 2023 annual
- 10% vs -5% YoY for major JSBs/large banks). We expect banks to still report steady NPL
- with stabler NIM and likely positive revenue growth at 2.0% YoY. PAB, however, may still
- report double-digit revenue/ PPOP decline in Q124 (-13.4%/-15.8% YoY) from
- 核心议题
常见问题
《UBS Equities-China Banks _Q124 Preview Widening divergence; Be selective...-107451688》主要包含哪些内容?
Global Research and Evidence Lab Q124 Preview: Widening divergence; Be selective Deeper revenue & PPOP decline; earnings to stay largely flat核心数据:for major JSBs (excl. PAB) to outperform large banks (avg. -2.0% YoY vs -4.5% YoY);banks at +0.2%/-0.2% YoY. While most regional banks have not released 2023 annual;10% vs -5% YoY for major JSBs/large banks). We expect banks to still report steady NPL。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 18。
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适合战略规划、行业研究员等读者参考。
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