In today’s briefing:
- China Banks Screen; Focus on the Credit Quality Risks
- Weekly Wrap – 23 Jun 2023
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China Banks Screen; Focus on the Credit Quality Risks
- 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
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:
and more…