The advantages of banking stocks are still there.In recent years, friends who have laid out banking stocks have achieved good returns, which is a gift from Mr. Market to value investors. Although it continues to rise, the advantages of banking stocks are still there. First, the sustainability of domestic banks will not disappear. Especially for large state-owned banks, the first essence of value investment is sustainability. Secondly, most banks are still in the comfortable range of holding shares. At present, the dividend yield of core assets in City A is in the range of 4-6%, and the central axis is around 5%. Most banks have not slipped out of this range. At the same time, the off-exchange risk-free yields such as deposit interest rate and national debt interest rate have gradually declined, and the comparative advantage of bank dividend yield has not obviously declined compared with a few years ago. Third, the potential risks of banks are gradually being resolved. With the gradual resolution of real estate and local debt risks, banks are coming out of the haze, and the problem of narrowing interest margins has bottomed out. Fourth, the policy dividend is being released. In recent years, many rescue policies are based on banks, and the benefits are gradually being realized. Fifth, the problem of bank net breaking has been widely paid attention to, the market is forming a consensus and joint force, and there is a lot of room for stock price improvement. Sixth, the connotation growth trend of the banking industry is still strong. Take ICBC as an example, you can earn another ICBC every 6.5 years or so, and the cost can be reduced to zero after the shareholders reinvest in dividends for 14 years. According to the current P/B ratio, the accumulated 14 years can support the growth of the stock price nearly doubled. To sum up, the advantages of banking stocks are still there, but they are more suitable for re-investment than for opening positions, because the price investors have already made considerable profits. (Personal reflection record does not constitute recommendation).
The advantages of banking stocks are still there.In recent years, friends who have laid out banking stocks have achieved good returns, which is a gift from Mr. Market to value investors. Although it continues to rise, the advantages of banking stocks are still there. First, the sustainability of domestic banks will not disappear. Especially for large state-owned banks, the first essence of value investment is sustainability. Secondly, most banks are still in the comfortable range of holding shares. At present, the dividend yield of core assets in City A is in the range of 4-6%, and the central axis is around 5%. Most banks have not slipped out of this range. At the same time, the off-exchange risk-free yields such as deposit interest rate and national debt interest rate have gradually declined, and the comparative advantage of bank dividend yield has not obviously declined compared with a few years ago. Third, the potential risks of banks are gradually being resolved. With the gradual resolution of real estate and local debt risks, banks are coming out of the haze, and the problem of narrowing interest margins has bottomed out. Fourth, the policy dividend is being released. In recent years, many rescue policies are based on banks, and the benefits are gradually being realized. Fifth, the problem of bank net breaking has been widely paid attention to, the market is forming a consensus and joint force, and there is a lot of room for stock price improvement. Sixth, the connotation growth trend of the banking industry is still strong. Take ICBC as an example, you can earn another ICBC every 6.5 years or so, and the cost can be reduced to zero after the shareholders reinvest in dividends for 14 years. According to the current P/B ratio, the accumulated 14 years can support the growth of the stock price nearly doubled. To sum up, the advantages of banking stocks are still there, but they are more suitable for re-investment than for opening positions, because the price investors have already made considerable profits. (Personal reflection record does not constitute recommendation).The advantages of banking stocks are still there.
In recent years, friends who have laid out banking stocks have achieved good returns, which is a gift from Mr. Market to value investors. Although it continues to rise, the advantages of banking stocks are still there. First, the sustainability of domestic banks will not disappear. Especially for large state-owned banks, the first essence of value investment is sustainability. Secondly, most banks are still in the comfortable range of holding shares. At present, the dividend yield of core assets in City A is in the range of 4-6%, and the central axis is around 5%. Most banks have not slipped out of this range. At the same time, the off-exchange risk-free yields such as deposit interest rate and national debt interest rate have gradually declined, and the comparative advantage of bank dividend yield has not obviously declined compared with a few years ago. Third, the potential risks of banks are gradually being resolved. With the gradual resolution of real estate and local debt risks, banks are coming out of the haze, and the problem of narrowing interest margins has bottomed out. Fourth, the policy dividend is being released. In recent years, many rescue policies are based on banks, and the benefits are gradually being realized. Fifth, the problem of bank net breaking has been widely paid attention to, the market is forming a consensus and joint force, and there is a lot of room for stock price improvement. Sixth, the connotation growth trend of the banking industry is still strong. Take ICBC as an example, you can earn another ICBC every 6.5 years or so, and the cost can be reduced to zero after the shareholders reinvest in dividends for 14 years. According to the current P/B ratio, the accumulated 14 years can support the growth of the stock price nearly doubled. To sum up, the advantages of banking stocks are still there, but they are more suitable for re-investment than for opening positions, because the price investors have already made considerable profits. (Personal reflection record does not constitute recommendation).The advantages of banking stocks are still there.The advantages of banking stocks are still there.
Strategy guide
Strategy guide 12-07
Strategy guide 12-07