英文【高盛】土耳其银行：评估最新行业趋势并根据2025年第一季度业绩更新预测
29 May 2025 | 12:11AM GST Taking stock of the latest sector trends and updating estimates post 1Q25 results
报告摘要
29 May 2025 | 12:11AM GST Taking stock of the latest sector trends and updating estimates post 1Q25 results
核心要点
- 29 May 2025 | 12:11AM GST
报告信息
- 文件全名
- 《英文【高盛】土耳其银行：评估最新行业趋势并根据2025年第一季度业绩更新预测-20页.pdf》
- 适合读者
- 核心数据
- Turkey to 46% in April’25 (from 42.5%), we expect the NIM recovery for Turkish
- cycle to begin from Jul’25 and we model the year-end policy rate now at c.33%
- (compared to 31% in Jan’25) with 2025 year-end inflation at 32% (compared to 30%
- private-sector banks at 28%/31% in 2025-26E (compared to 35%/28%% in
- January’25), while for state-owned banks we model ROTE at 23%/20% in 2025-26E
- 核心议题
常见问题
《英文【高盛】土耳其银行：评估最新行业趋势并根据2025年第一季度业绩更新预测》主要包含哪些内容?
29 May 2025 | 12:11AM GST Taking stock of the latest sector trends and updating estimates post 1Q25 results核心数据:Turkey to 46% in April’25 (from 42.5%), we expect the NIM recovery for Turkish;cycle to begin from Jul’25 and we model the year-end policy rate now at c.33%;(compared to 31% in Jan’25) with 2025 year-end inflation at 32% (compared to 30%。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 20。
这份报告是免费的吗?如何获取?
本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合投资人、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了银行等议题。
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