Peking University IELI Report on China’s Commercial Banks: “How Chinese are China’s Banks?”

May 24, 2012 - PRLog -- (Beijing) This industry report covers the four major banks and three medium-sized banks in China. Company profiles include their core business activities, cash flow, financials and operational results.

Although these banks are mainly focusing their business efforts domestically, they all have major overseas shareholders who also act as strategic advisors. BlackRock, Citigroup, Deutsche Bank and J.P. Morgan are among those global institutions with exposure to China’s commercial banks. Details on their equity stakes are listed in the report.

This year, banks have been encouraged to increase lending to corporations and individuals. Private lending channels are opening up, but these will take time to implement. Loans and fees remain the primary sources of revenue for all Chinese banks. As individual incomes increase, investment-related services will continue to contribute more to the banks’ overall performance.  

The report also touches upon the recent announcement that Chinese banks have received the green light   to set-up branches in the US and the key industry developments to look out for.

Some of the industry statistics included in the report, among others, are:
Reserve requirement ratio - 2006 to May 2012,
Chinese government’s 2011 shareholding interest in the major Chinese banks,
Bank profiles of the large and medium-sized banks,
2011 Net profits of the large and medium-sized banks,
List of overseas shareholders,


Financials (Profit/Loss, Financial Ratios, Balance Sheet) for:
      Industrial & Commercial Bank of China,
      China Construction Bank,
      Bank of China,
      Agricultural Bank of China,
      Bank of Communications,
      China Merchants Bank,
      Citic Bank,
Lending targets 2012 for the 4 major banks,
Benchmark interest rates - 2006-2011,
China new loans in 2012,
Property loans in 2011 - mortgages vs. property developers,
2012Q1 Net profits of the large and medium-sized banks,
Peer comparisons: 2012Q1 Earnings
      Net profit growth,
      Total income growth,
      Asset growth,   
      ROE and ROA,
      Loans and deposits,
      NPL ratio,
      Core CAR and CAR,
      Fees income growth.

Key takeaway is the assessment section by the head strategist and on-the-ground team of research analysts at the university think-tank.

The report is brought to you by Victoria Harbour Strategies in association with Peking University IELI.

To view more details and to download the full report, visit: http://www.chinafrontline.com/58-how-chinese-are-chinas-b...

About International Economic Law Institute
Founded in 1981, International Economic Law Institute (PKU-IELI) is a Peking University think-tank in Beijing. The think-tank's major focus is on the areas of international economic law, China policy and investment research.
http://www.ieli-pku.com

About Victoria Harbour Strategies
Victoria Harbour Strategies (VHS) is a private investment and research firm specialized in China. VHS analysts primarily research and monitor large capitalized stocks in the high-growth areas. The firm advises institutional investors and corporations.