Diversified Banks

CMBC

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

CMBC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 23.93 B, actual EPS CNY 0.26 (forecast EPS CNY 0.31)

China Minsheng Bank Announces 2025 Annual Report

CMBC to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast EPS CNY 0.31

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

CMBC released FY2025 annual earnings on March 30 During-Market (BJT), actual revenue CNY 85.73 B (forecast CNY 140.84 B), actual EPS CNY 0.6269 (forecast CNY 0.6733)

CMBC released FY2025 Q4 earnings on March 30 During-Market (BJT), actual revenue CNY 17.38 B (forecast CNY 33.39 B), actual EPS CNY -0.0363 (forecast CNY 0.05)

CMBC to release FY2025 earnings report on March 30 During-Market BJT, forecast revenue CNY 140.84 B, EPS CNY 0.6733

BlackRock Increases Stake in China Minsheng Bank to 6%

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

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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.

Tip Ranks

MINSHENG BANK

Hwabao WP CSI Banks ETF

WP CSI Banks ETF

ChinaAMC CSI Banks ETF

Fullgoal CSI 800 Banks ETF

Huaan CSI Banks ETF

Jefferies Financial

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

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

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

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

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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

BANK OF CHINA

China Merchants Bank

CM BANK

CEB Bank

ICBC

Bank Of China

CEB BANK

PSBC

Bank Of Communications

E Fund CSI 300 Financials (ex Banks) ETF

China Southern CSI Banks ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

China Merchants CSI BANK AH Price ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

BANKCOMM

BOC HONG KONG

Bank of China

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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Fitch Ratings expects that China's low interest rate environment will persist due to weak domestic demand and external shocks affecting growth, putting pressure on the profitability of domestic banks. However, the resilience of rated banks will remain, based on their stable deposit business, prudent asset-liability strategies, and financial stability policies. The viability ratings of rated banks range from "bbb" to "b+", providing reasonable buffer space. Despite low interest rates, the risk of deposit outflows for banks is limited, liquidity management discipline will be maintained, and the long-term low interest rate environment will not significantly alter their profitability mix

CNCB

BANK OF NANJING

INDUSTRIAL BANK

Fitch Ratings expects the low interest rate environment in the mainland to persist, with rated domestic banks showing resilience

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Recently, several private banks including Zhongbang Bank, Huatong Bank, and Huarui Bank have announced business adjustments, either by trimming 'invisible benefits' such as membership perks and growth points or by lowering deposit interest rates. Experts analyze that these moves are primarily aimed at reducing comprehensive liability costs while responding to regulatory requirements and optimizing customer structures. Looking ahead, private banks may move beyond simple price wars, pursuing differentiated competition through vertical deepening, technology empowerment, and scenario-based binding

Wallstreetcn

Hua Xia Bank

Benefits Cut, Interest Rates Lowered: Private Banks Tackle Liability Cost Reduction

CMBC(600016.SH)

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

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

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

Fitch Ratings expects the low interest rate environment in the mainland to persist, with rated domestic banks showing resilience

Benefits Cut, Interest Rates Lowered: Private Banks Tackle Liability Cost Reduction