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

2024-06管理咨询105免费

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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
  1. Specifically, we expect overall bank loan growth to slow from 9% in 2023 to 6.8% in
  2. 2025 and 7.1% in 2026 before some rebound in 2027. Positively, we expect some
  3. expect gross NPL formation to pick up to 1.57% in 2025 and 1.59% in 2026 from
  4. 1.41% in 2023. This should be driven by higher NPL formation in the industrial sector,
  5. prices by 0% to 36% on reduced long-term concerns and still attractive dividend
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报告摘要

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

📋 核心要点(部分)

  1. 1398.HK
  2. 0939.HK
  3. 3988.HK
  4. 1288.HK
  5. 1658.HK
  6. 3328.HK
  7. 3968.HK
  8. 0998.HK

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《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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