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中国银行业研究报告2009年5月(德意志银行)

文件格式:Pdf 可复制性:可复制 TAG标签: 银行业 中国 2009年5月 德意志银行 点击次数: 更新时间:2010-01-12 08:59
介绍

Table of Contents
A tale of two halves........................................................................... 3
Valuation and risks............................................................................ 5
Key themes and events for the remainder of 2009......................... 6
Loan growth – Implications, and where to from here? .................. 8
Margin compression – Likely to have bottomed in 1Q09 ............ 14
Fee income – To surprise on the upside? ...................................... 21
Interest rate deregulation – Not a near-term risk......................... 24
Credit cycle – A 2010E theme? ....................................................... 26
Appendix .......................................................................................... 30
ICBC .................................................................................................. 35
China Construction Bank ................................................................ 39
Bank of China................................................................................... 43
Bank of Communications................................................................ 47
China Merchants Bank-H ................................................................ 51
China CITIC Bank ............................................................................. 53
 

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