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《銀行行業(yè)2018年策略報(bào)告：改善帶基本面來(lái)的估值反轉(zhuǎn)》由會(huì)員上傳分享，免費(fèi)在線閱讀，更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫(kù)。
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
3、的判定......................................................................................-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..................................................................
5、............-11-2.8關(guān)于資產(chǎn)減值費(fèi)用的判定...................................................................................-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....................
6、...........................................-12-3專(zhuān)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.............
7、..............-15-4重點(diǎn)關(guān)注公司..........................................................................................................-17-4.1工商銀行....................................................................................................................-17-4
8、.2農(nóng)業(yè)銀行....................................................................................................................-17-4.3招商銀行..........................
