Consumer Staples, Healthcare, Financials Jan 04, 2022 08:58 AM (GMT+8) · EqualOcean
Financial Associated Press, January 4 - CITIC Securities research report pointed out that for the current investment in the banking sector, the pessimistic expectation of economic prosperity and asset quality that suppressed the performance of the sector in the early stage is expected to gradually improve. It is suggested to pay attention to the allocation value of the sector. Stock selection can follow two clues: (1) high quality Bank: the valuation premium is expected to continue, and the leading profit will bring continuous alpha income; (2) Improve the bank: the profit elasticity comes from the stable growth of the income side and the adequacy and effectiveness of the provision side. If the current medium and undervalued value is superimposed, there is room for revaluation of the stock price.

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