内容摘要 分享最及时、最权威的顶级券商报告，欢迎各位有需求的朋友下载 8 月6 日美联储公布了其资产负债表的最新状况，其整体规模自7月15日起连续三周缩减了$830 亿，至$1.99万亿。目前的规模较08年12月中旬的历史高点（$2.3万亿）缩减了14%，但仍比雷曼倒...
Asia Pacific Banks Dissecting Regional Returns Differentiating regional returns: using our proprietary bank version of a modified DuPont we de-compose the return structures of our regional bank coverage (57 stocks 11years of analysis). We...
目 录 一、人民币产品特点：量升价跌 ....................................................... 1 1.发行主体：外资银行评价产品的收益、风险水平略优于中资银行 ....... 1 2.评价产品类型：信贷类产品发行数量回升，中资银行恢复发售结构类产品 .. 4 3.评...
Banks CBRC considers excluding some subdebt in regulatory CAR calculations: not really relevant to credit tightening - ALERT Potential exclusion of sub-debt in regulatory capital: Domestic newspaper China Securities Journal reported that C...
Contents More favourable policies turn profit growth positive 5 Macro indicators bottoming? 5 Monetary easing achieves goal of capital flow 6 Profit growth turns positive 7 Prefer mid-size banks on favourable monetary policy 7 NIM to botto...
2009 is shaping up to achieve the sweet spot of loans growth and expanding NIMs. Philippine banks are achieving this while keeping asset quality relatively sound, due to the absence of credit over extension during many years following the...
内容简介 此文件旨在探讨中国个人金融服务市场状况以及新兴银行战略。文中解决的问题包括不同个人金融服务产品的市场潜力(即：存款/储蓄、按揭、贷记卡、汽车贷款、其它个人贷款以及保险/投资)、客户细分及渠道、法规及竞争环境评估、新兴银行的关键成功因素...
Contents Thai banks poised to capture the upturn ...................................................................... 3 The banking sector stands to benefit from an economic recovery in 2010 as we project loan growth to rebound to 8.9% f...
事件： 根据《财经》报道，银监会下发《关于完善商业银行资本补充机制的通知》的征求意见稿，要求主要商业银行在 8 月25 日前提供反馈意见。该征求意见稿中，主要条款包括： 发行次级债务时，主要商业银行（含国开行、国有商业银行和股份制银行）核心资本充...
内容摘要 中期盈利下滑3%至410 亿元；全年盈利增长可达19% 中国银行09年上半年总收入同比下降9%至1079亿元，原因在于1) 净息差萎缩 68个基点导致净利息收入减少8%；2) 非利息收入下降11%。而收入下滑基本 被下列因素所弥补：1) 费用削减了7%；2) 对投资的拨...
