Galaxy Securities research report pointed out that the financial industry's "squeezing water" continued, the pace of bank credit distribution tended to be balanced, short-term performance was under pressure, structural monetary policy tools were strengthened, and the gradual release of the cost optimization effect on the liability side, the continued prohibition of manual interest subsidy continued to drive down deposit costs, expected to bring improvement opportunities for the bank's fundamentals, in the context of asset scarcity, optimistic about the value of bank sector allocation, recommend focusing on three main lines: 1) state-owned banks with stable dividend ratios and positive fundamental accumulation; 2) high-quality small and medium-sized banks with stable performance, leading dividend yields, and a substantial increase in dividend ratios; 3) high-quality regional urban and rural commercial banks with fast business growth, outstanding growth, and low valuations.
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Galaxy Securities: Bankalar bölgesinin yapılandırma değerini beğeniyor, üç ana trendi takip edin
Galaxy Securities research report pointed out that the financial industry's "squeezing water" continued, the pace of bank credit distribution tended to be balanced, short-term performance was under pressure, structural monetary policy tools were strengthened, and the gradual release of the cost optimization effect on the liability side, the continued prohibition of manual interest subsidy continued to drive down deposit costs, expected to bring improvement opportunities for the bank's fundamentals, in the context of asset scarcity, optimistic about the value of bank sector allocation, recommend focusing on three main lines: 1) state-owned banks with stable dividend ratios and positive fundamental accumulation; 2) high-quality small and medium-sized banks with stable performance, leading dividend yields, and a substantial increase in dividend ratios; 3) high-quality regional urban and rural commercial banks with fast business growth, outstanding growth, and low valuations.