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1、行業(yè)投資策略報(bào)告目錄12017年銀行股投資邏輯..........................................................................................-4-1.1銀行何時(shí)能夠獲得超額收益.................................................................................-5-1.22018年銀行股走勢(shì)的推演.........................................
2、............................................-5-2穩(wěn)健的業(yè)績(jī)?cè)鲩L(zhǎng)仍是銀行股的基調(diào)...................................................................-7-2.1銀行股業(yè)績(jī)驅(qū)動(dòng)圖譜...............................................................................................-7-2.2關(guān)于生息資產(chǎn)規(guī)模的判定...............
3、.......................................................................-7-2.3關(guān)于凈息差走勢(shì)的判定...........................................................................................-8-2.4關(guān)于手續(xù)費(fèi)凈收入的判定.............................................................................
4、.........-9-2.5關(guān)于投資凈收益、匯兌凈收益以及公允價(jià)值變動(dòng)凈收益的判定........-10-2.6關(guān)于營(yíng)業(yè)稅及附加的判定...................................................................................-11-2.7關(guān)于業(yè)務(wù)及管理費(fèi)用的判定..............................................................................-11-2.8關(guān)于資產(chǎn)減值費(fèi)用的判定......
5、.............................................................................-12-2.9關(guān)于所得稅費(fèi)用的判定........................................................................................-12-2.10關(guān)于2018年銀行股業(yè)績(jī)的最終判斷...............................................................-1
6、2-3專題：關(guān)注不良與凈息差的積極變化............................................................-14-3.1關(guān)注不良與凈息差的積極變化..........................................................................-14-3.2IFRS9新金融工具準(zhǔn)則整體實(shí)施方案對(duì)銀行影響解析...........................-15-4重點(diǎn)關(guān)注公司.............................
7、.............................................................................-17-4.1工商銀行....................................................................................................................-17-4.2農(nóng)業(yè)銀行.........................................................
8、...........................................................-17-4.3招商銀行..........................
