银行股估值再认识

Capitalweek - - Contents -

银行股0.7倍PB隐含14%的不良率,而行业资本充足率只有13.68%,当前银行股估值已反映最悲观的市场预期,加上宏观环境和行业监管环境的逐渐改善,及银行业绩和资产质量的企稳,银行股估值大概率会重新获得市场的认可,并逐步回升。

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