Diversified Banks

MINSHENG BANK

Minsheng Bank's Net Interest Margin Stabilizes, Revenue Grows but Net Profit Drops Sharply

Minsheng Bank Releases Digital Finance White Paper Showcasing Top-level Planning and Innovation Achievements

JPMorgan Issues Underperforming Q1 Earnings Report for China Minsheng Bank

Minsheng Bank reports a 9.64% YoY decline in net profit in Q1 2026

MINSHENG BANK released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue HKD 27.13 B, actual EPS HKD 0.2947 (forecast EPS HKD 0.3514)

China Minsheng Bank Announces 2025 Annual Report

MINSHENG BANK to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast EPS HKD 0.3513

Pateo Connect Signs Strategic Cooperation Agreement with Minsheng Bank

CITIC Offshore Clean Energy Successfully Completes a 1 Billion Yuan Computing Power Project with China Minsheng Bank Shijiazhuang Branch

Minsheng Bank Reports Revenue Growth Without Profit Increase in 2025, Retail Business Facing Increased Risks

CITIC Bank Foshan Branch Provides 2.5 Billion RMB Credit Line to Anju Company for Acquisition and Renovation of Apartments into Affordable Housing

China Minsheng Bank Reports Revenue Growth but Net Profit Decline

Minsheng Bank Announces 2025 Earnings: Revenue Growth, Net Profit Decline, and Dividend Plan

BlackRock reduced its holdings of Minsheng Bank by 46,176,265 shares

Minsheng Bank released FY2025 Q4 earnings on March 30 During-Market (BJT), actual revenue HKD 19.33 B (forecast HKD 38.08 B), actual EPS HKD 0.0459 (forecast HKD 0.0556)

Minsheng Bank released FY2025 earnings on March 30 During-Market (BJT), actual revenue HKD 93.7 B (forecast HKD 156.61 B), actual EPS HKD 0.6852 (forecast HKD 0.7296)

Minsheng Bank to release FY2025 earnings on March 30 During-Market BJT, forecast revenue HKD 160.54 B, EPS HKD 0.7479

BlackRock Increases Stake in China Minsheng Bank to 6%

Qingdao Xichanghai Public Utilities Group Achieves Data Asset Pledged Financing, Secures 30 Million Yuan Loan

I.CENTURY HLDG

KOS TALENT GP

RIVERINE CHINA

HUISHENG INTL

TOP EDUCATION

AEC GROUP

DIGIT HOLLYWOOD

XL2CSOPHYNIX

REDCO HEALTHY

ZXZN QI-HOUSE

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Jefferies analyst maintained a Hold rating on China Minsheng Banking yesterday and set a price target of HK$4.10. The company’s shares closed last Tuesday at HK$3.62.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks China Minsheng Banking has an analyst consensus of Hold, with a price target consensus of HK$4.31.

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Jefferies Financial

Jefferies Sticks to Their Hold Rating for China Minsheng Banking (CGMBF)

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Yesterday's closing, MINSHENG BANK H shares performed steadily, with a trading volume of approximately HKD 148 million, which is considered active within the banking sector. The MACD daily line formed a golden cross signal above the zero axis, indicating that the medium-term upward trend has regained momentum after a brief technical correction, with bullish forces gradually accumulating. From the recent trend, the stock price is operating above the moving average system, with effective short-term support. On the news front, the domestic bank stocks have recently been supported by multiple positive factors. China Construction Bank rose slightly by 0.91% yesterday, Industrial and Commercial Bank of China rose by 0.87%, and Bank of China rose by 1.17%, showing overall stable performance in the banking sector. The central bank's monetary policy maintains an accommodative tone, with expectations for banks' net interest margin pressure marginally improving, coupled with the easing of China-U.S. relations boosting risk appetite for Hong Kong stocks, leading to continuous allocation of southbound funds into bank stocks. As one of the higher dividend yield targets among joint-stock banks, MINSHENG BANK's attractiveness in a low-interest-rate environment has further increased. From a technical perspective, MINSHENG BANK H shares have recently maintained an upward channel, and the golden cross above the MACD zero axis is a positive confirmation of trend continuation. The trading volume of HKD 148 million indicates a high level of institutional participation, with a healthy volume-price relationship. If it can break through the upper edge of the recent fluctuation range with increased volume, it is expected to initiate a new round of upward movement. The performance of MINSHENG BANK in the A-share market has a strong reflective effect on H shares and needs to be monitored simultaneously. In terms of risks, although bank stocks have strong defensive attributes, if macroeconomic data falls short of expectations leading to heightened concerns about asset quality, or if market style shifts to growth stocks, it may result in a temporary diversion of funds

Technical Forecast

ICBC

Bank Of China

BANK OF CHINA

BOC HONG KONG

Bank of China

Pre-market trend | MINSHENG BANK (1988.HK) 5/11 Bank stocks see capital inflow, is a new round of breakthrough in the making?

BofAS has maintained an Underperform rating for MINSHENG BANKdue to expected provision pressure. The bank reported a 6.4% YoY increase in pre-provision profit for Q1, but net profit fell 9.6% YoY, largely due to a 26% YoY rise in provision expenses. Management anticipates moderate growth in total provisions this year, with Q1 provisions expected to exceed 20% of the full-year total by 2025. The CET1 ratio declined to 9.35%, and ROE fell to 8.1%. The H-share target price is set at HKD3.6.

AASTOCKS News

BofAS Expects MINSHENG BANK  to Face Provision Pressure, Maintains Underperform

UBS reported that MINSHENG BANKexperienced a 9.6% YoY decline in net profit after tax for 1Q26, the lowest among its peers, primarily due to increased provision expenses. Despite this, revenue and pre-provision operating profit met expectations. The bank has delayed its forecast for a return to positive net profit growth until 2027 but maintains a Buy rating with a target price of HKD4.6.

UBS Group AG

UBS: MINSHENG BANK  1Q26 Net Profit Dragged by Surge in Provisions, Rating Buy

JPM's report indicates that MINSHENG BANKmissed 1Q earnings expectations, with revenue up 3% YoY but net profit down 10% YoY due to higher impairment provisions. The bank's non-interest income also fell short of forecasts. Concerns over asset quality may pressure future earnings, leading JPM to assign a Neutral rating with a target price of HKD3.9. The share price is expected to react mildly negatively.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

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JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

JPM: MINSHENG BANK  1Q Earnings Miss; Rated Neutral

China Minsheng (OTCMKTS:CMAKY) shares gapped up from $4.37 to $4.94 before trading on Thursday, with a trading volume of 108 shares. The stock has a market cap of $21.63 billion, a PE ratio of 5.61, and a beta of 0.29. The bank reported $0.06 EPS for the last quarter with revenue of $4.03 billion. Analysts expect an EPS of 0.91 for the current fiscal year. Despite a Hold rating, other stocks are recommended over China Minsheng by top analysts.

Market Beat

China Minsheng (OTCMKTS:CMAKY) Shares Gap Up   - Here's What Happened

China Minsheng Banking Corp. has released its first quarterly report for 2026, complying with Hong Kong listing regulations. The report, prepared under Chinese accounting standards, remains unaudited, and the bank emphasizes that forward-looking statements are not binding. The board accepts liability for the accuracy of the information disclosed. The latest analyst rating for the stock (HK:1988) is a Buy with a price target of HK$5.87. China Minsheng Bank operates as a nationwide financial institution in China and Hong Kong, providing various banking services.

China Minsheng Bank Issues 2026 First-Quarter Report and Hong Kong Regulatory Notice

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CICC released a report predicting the year-on-year change in net profit for domestic bank stocks in the first quarter of 2023. The forecast shows that the net profits of ICBC, CCB, ABC, and Bank of China are expected to grow by 1.5%, 1.4%, 2.4%, and 2.4%, respectively; the growth rates for Bank of Communications, PSBC, China Merchants Bank, and CEB Bank are 1.6%, 1.2%, 1.1%, and -2.9%; while MINSHENG BANK is expected to decline by 1.0%

AASTOCKS

China Merchants Bank

CM BANK

CEB Bank

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PSBC

Bank Of Communications

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BANKCOMM

CICC's forecast for the year-on-year change in net profit of domestic bank stocks in the first quarter (table)

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UBS released investment ratings and target prices for domestic bank stocks, including Industrial and Commercial Bank of China (Buy, 7.79 RMB), China Construction Bank (Buy, 10.2 RMB), Agricultural Bank of China (Neutral, 5.85 RMB), Bank of China (Buy, 5.9 RMB), China Merchants Bank (Neutral, 56 RMB), Postal Savings Bank of China (Neutral, 6.1 RMB), Bank of Communications (Buy, 8.6 RMB), CITIC Bank (Buy, 9.3 RMB), Minsheng Bank (Buy, 5.3 RMB), Chongqing Rural Commercial Bank (Buy, 8.35 RMB), and Huishang Bank (Sell, 3.25 RMB)

MINSHENG BANK(01988.HK)

Jefferies Sticks to Their Hold Rating for China Minsheng Banking (CGMBF)

Pre-market trend | MINSHENG BANK (1988.HK) 5/11 Bank stocks see capital inflow, is a new round of breakthrough in the making?

BofAS Expects MINSHENG BANK to Face Provision Pressure, Maintains Underperform

UBS: MINSHENG BANK 1Q26 Net Profit Dragged by Surge in Provisions, Rating Buy

JPM: MINSHENG BANK 1Q Earnings Miss; Rated Neutral

China Minsheng (OTCMKTS:CMAKY) Shares Gap Up - Here's What Happened

China Minsheng Bank Issues 2026 First-Quarter Report and Hong Kong Regulatory Notice

CICC's forecast for the year-on-year change in net profit of domestic bank stocks in the first quarter (table)

UBS's Investment Ratings and Target Prices for Chinese Bank Stocks (Table)