Morgan Stanley-China – Brokers Rebalancing fundraising with shareholder re...-109961704
Asia Pacific Insight August 21, 2024 09:25 PM GMT Morgan Stanley Asia Limited+
报告摘要
Asia Pacific Insight August 21, 2024 09:25 PM GMT Morgan Stanley Asia Limited+
核心要点
- 0.6-0.7x 12-month forward P/B, highest among our covered peers.
- 2021.
报告信息
- 文件全名
- 《Morgan Stanley-China – Brokers Rebalancing fundraising with shareholder re...-109961704.pdf》
- 适合读者
- 核心数据
- recovery. We project a rise to 8.1% in 2025, with a potential return to double digits if
- • The industry's revenue fell 21% in 2022 and was stagnant in 2023. Our covered Ashare brokers' revenue fell another 22% yoy in 1Q24.
- • Average ROE of our covered A-share brokers declined to 7% in 2023 from 11.9% in
- ROE fell from ~20% in 2015 to 5.8% in 2018 as the leverage-driven bull
- 核心议题
常见问题
《Morgan Stanley-China – Brokers Rebalancing fundraising with shareholder re...-109961704》主要包含哪些内容?
Asia Pacific Insight August 21, 2024 09:25 PM GMT Morgan Stanley Asia Limited+核心数据:recovery. We project a rise to 8.1% in 2025, with a potential return to double digits if;• The industry's revenue fell 21% in 2022 and was stagnant in 2023. Our covered Ashare brokers' revenue fell another 22% yoy in 1Q24.;• Average ROE of our covered A-share brokers declined to 7% in 2023 from 11.9% in。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文共 61 页。
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IPO等议题。
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