Morgan Stanley-China Financials Better-than-expected progress on risk cont...-108563458

报告摘要

June 4, 2024 09:01 PM GMT China Financials | Asia Pacific Morgan Stanley Asia Limited+

核心要点

1398.HK
0939.HK
3988.HK
1288.HK
1658.HK
3328.HK
3968.HK
0998.HK

报告信息

文件全名: 《Morgan Stanley-China Financials Better-than-expected progress on risk cont...-108563458.pdf》
适合读者: 战略规划行业研究员
核心数据: Specifically, we expect overall bank loan growth to slow from 9% in 2023 to 6.8% in
2025 and 7.1% in 2026 before some rebound in 2027. Positively, we expect some
expect gross NPL formation to pick up to 1.57% in 2025 and 1.59% in 2026 from
1.41% in 2023. This should be driven by higher NPL formation in the industrial sector,
prices by 0% to 36% on reduced long-term concerns and still attractive dividend
核心议题: 管理咨询

常见问题

《Morgan Stanley-China Financials Better-than-expected progress on risk cont...-108563458》主要包含哪些内容?

June 4, 2024 09:01 PM GMT China Financials | Asia Pacific Morgan Stanley Asia Limited+核心数据:Specifically, we expect overall bank loan growth to slow from 9% in 2023 to 6.8% in;2025 and 7.1% in 2026 before some rebound in 2027. Positively, we expect some;expect gross NPL formation to pick up to 1.57% in 2025 and 1.59% in 2026 from。

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本报告由Morgan Stanley发布,发布于 2024 年。

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覆盖 2024 年,全文约 105。

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