China Galaxy Securities research reports stated that in the third quarter of 2024, funds continued to increase their heavy positions in the banking sector, highlighting the value of dividend asset allocation; benefiting from the policy inflection point, the attractiveness of funds for some joint-stock banks and regional banks is rising. The countercyclical adjustment of fiscal and monetary policies has been strengthened, a combination of real estate policies has been introduced, and the promotion of local government bonds is conducive to the repair of the economic fundamentals. State-owned major banks will supplement their core Tier 1 capital, and bank crediting and asset quality are expected to benefit. The gradual implementation of reserve requirement ratio reductions, interest rate cuts, deposit rates, and existing home mortgage rates adjustments will affect the neutral interest spread of banks. With positive fundamentals combined with a low interest rate environment, we remain bullish on the value of the banking sector allocation, maintaining a recommended rating. In terms of individual stocks, we recommend Industrial and Commercial Bank of China, China Construction Bank, Postal Savings Bank of China, Bank of Jiangsu, and Jiangsu Changshu Rural Commercial Bank.
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银河证券:基本面积极因素叠加低利率环境下 继续看好银行板块配置价值
Galaxy Securities: Positive fundamentals combined with a low interest rate environment continue to be bullish on the allocation value of the banks sector.
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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