金光灿灿银行股

Underestimated Chinese Banks

对国内上市银行的估值应该充分考虑中国上市银行的高速成长特征,给予溢价;而国外银行对国内银行青睐的背后也折射出了中国银行业隐藏着巨大的垄断价值。

With more and more foreign investors coming to China to buy stakes in local banks , domestic investors are increasingly care about what on earth Chinese local banks worth? Why are foreign investor so eager to buy those stakes ? After careful study , we drew a clear conclusion : Most Chinese banks are underestimated for its high growth rate and huge hided assets .Fist , most A-Shares market listed banks are underestimated according to P/E and P/B; Second , as a whole ,Chinese domestic banks deserve high prices for their high growth which is above 25% annually ; Last but not least , Chinese local banks ,whether large or small ,have built a big pool of royal customers and the pool is actually the most expensive assets of these banks .