ChinaDaily Briefs

Daily Brief China: Industrial Bank Co Ltd A, Powerlong Real Estate Holdings and more

In today’s briefing:

  • China Banks Screen; Focus on the Credit Quality Risks
  • Weekly Wrap – 23 Jun 2023


China Banks Screen; Focus on the Credit Quality Risks

By Victor Galliano

  • In this China banks screener; we focus on the potential for increased credit quality headwinds going forward, given the weak GDP growth outlook
  • China bank shares have been poor performers and still we see selective buy opportunities, with better credit quality metrics
  • We favour Industrial Bank and CCB both of which have attractive valuations; Minsheng, on the other hand, remains exposed to a worsening of the credit quality cycle

Weekly Wrap – 23 Jun 2023

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. China Jinmao Holdings
  2. Lifestyle International Holdings
  3. Geely Auto
  4. First Pacific Co
  5. Tata Motors Ltd

and more…


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