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Chinese Banks All Weather Stocks

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Chinese Banks All Weather Stocks

UPDATED Feb 23, 2024

Defensive mid-caps and large-caps in descending order of expected ROE in three years.

19 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
	601838Bank of Chengdu	CN¥13.70	10.9%	-4.5%	CN¥52.3b	CN¥15.36	PB0.8x	E16.4%	5.6%
	600919Bank of Jiangsu	CN¥7.85	7.8%	8.6%	CN¥144.1b	CN¥9.17	PB0.6x	E11.9%	6.3%
	600926Bank of Hangzhou	CN¥11.44	6.9%	-6.6%	CN¥67.8b	CN¥12.53	PB0.7x	E18.0%	3.5%
	601128Jiangsu Changshu Rural Commercial Bank	CN¥7.15	-1.0%	-8.1%	CN¥19.6b	CN¥9.01	PB0.8x	E17.1%	3.5%
	2966Bank of Suzhou	CN¥7.33	1.1%	-2.3%	CN¥26.9b	CN¥8.43	PB0.6x	E16.4%	4.5%
	601665Qilu Bank	CN¥4.42	4.0%	3.8%	CN¥20.8b	CN¥4.97	PB0.6x	E11.4%	4.2%
	600036China Merchants Bank	CN¥32.95	4.9%	-12.0%	CN¥814.0b	CN¥38.90	PB0.8x	E6.4%	5.3%
	2142Bank of Ningbo	CN¥22.84	9.9%	-23.8%	CN¥150.8b	CN¥30.29	PB0.8x	E12.0%	2.2%
	601577Bank of Changsha	CN¥7.85	1.3%	-3.2%	CN¥31.6b	CN¥9.61	PB0.5x	E12.4%	4.5%
	601009Bank of Nanjing	CN¥8.72	6.7%	-12.2%	CN¥90.2b	CN¥9.10	PB0.6x	E9.8%	6.1%
	1Ping An Bank	CN¥10.85	12.2%	-21.7%	CN¥210.6b	CN¥12.84	PB0.5x	E10.5%	2.6%
	601825Shanghai Rural Commercial Bank	CN¥6.51	6.7%	11.1%	CN¥62.8b	CN¥7.77	PB0.6x	E11.1%	5.3%
	601166Industrial Bank	CN¥16.86	5.0%	-0.2%	CN¥350.3b	CN¥17.77	PB0.5x	E5.4%	7.0%
	601229Bank of Shanghai	CN¥6.65	5.1%	11.6%	CN¥94.5b	CN¥6.43	PB0.4x	E7.8%	6.0%
	601997Bank of GuiyangLtd	CN¥5.63	3.7%	-0.4%	CN¥20.6b	CN¥6.37	PB0.4x	E6.0%	5.3%
	601818China Everbright Bank	CN¥3.28	4.1%	10.4%	CN¥181.6b	CN¥3.28	PB0.4x	E4.9%	5.8%
	601169Bank of Beijing	CN¥5.33	6.8%	24.0%	CN¥112.7b	CN¥5.09	PB0.4x	E9.9%	5.8%
	600015Hua Xia Bank	CN¥6.52	9.2%	25.4%	CN¥103.8b	CN¥4.74	PB0.3x	E5.8%	5.9%
	600016China Minsheng Banking	CN¥4.13	4.6%	21.1%	CN¥168.1b	CN¥3.71	PB0.3x	E5.8%	5.2%

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