Asia Credit:Monday Tidbits -Chinese Lessors,Still promising fundamentals
类型：投资策略 机构：德意志银行 研究员：Franco Lam,Viacheslav Shilin 日期：2017-11-30
http://www.zdcj.net 点击收藏此报告
Solid fundamentals backed by strong growth potential.
In our view, the near-term outlook for Chinese leasing companies continues tolook promising, underpinned by strong support from the Chinese governmentand by being a strategic focus for parent banks. The fundamentals have beenresilient thus far - since 2009 to date, the number of lessors in China haveincreased by 68% CAGR while achieving 44% CAGR in leasing contract (Fig 1).
Chinese lessors under coverage also witnessed strong business momentum
相关报告：
- ·市场分析：GDP数据发布 A股震荡回落 2019-10-18
- ·一周市场回：两市震荡下跌 有色、电气设备板块跌幅靠前 2019-10-18
- ·2019年4季度风险溢价预测：4季度末市场估值有下降压力 2019-10-18
- ·科创板新股申购策略之十九：宝兰德报价策略：估值区间67.56％-67.75％分位理性选择 2019-10-18
- ·市场交易主力资金系列：商业银行理财子公司投资全景手册 2019-10-18
- ·2019A股三季报业绩预告简评：创业板业绩持续向好 龙头股业绩占优 2019-10-18
