Diversified Banks

Agricultural Bank of China Issues 30 Billion RMB Total Loss Absorbing Capacity Non-Capital Bonds

ICBC and ABC lead 2025 dividend payouts, totaling over 87 billion yuan

Agricultural Bank of China Successfully Issues 30 Billion Yuan TLAC Bonds in Second Tranche of 2026

National Energy Group and Agricultural Bank of China Deepen Strategic Cooperation to Promote Integration of Energy and Finance

Agricultural Bank of China Issues RMB 35 billion Subordinated Bonds

Ping An Asset Management Increases Holdings in Agricultural Bank to 28.03%

Heze Intermediate People's Court Announces Verdict in Xu Xilong Bribery Case

Agricultural Bank Successfully Issued 35 Billion Yuan of Additional Tier 2 Capital Bonds

BFA AB Wealth Management Assets Surpass 100 Billion Yuan

FBAB Agribank Wealth Management Asset Management Scale Exceeds 100 Billion Yuan

Ping An Life Insurance Increases Stake in Agricultural Bank to 22.07%

Morningstar Raises Fair Value Estimate for Agricultural Bank of China Stocks

BOA Securities Raises Agricultural Bank's Profit Forecast and Target Price

JPMorgan Raises Agricultural Bank's Stock Rating and Anticipates Full-Year Profit Growth

Agricultural Bank of China's Retail Business Breaks through 900 Million Customers

China Ping An Insurance Increases Stake in Agricultural Bank

Citi Analyzes Agricultural Bank's Q1 Performance and Gives Buy Rating

ABC Publishes Q1 Capital and Liquidity Report, Shows Robust Capital Adequacy and Liquidity Metrics

Agricultural Bank of China reports Q1 net profit of 75.19 billion yuan

ABC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 132.63 B (forecast CNY 191.87 B), actual EPS CNY 0.2

00939

601988

IDCBY

03988

01288

601288

01398

601398

512800

515020

512700

517900

516210

159887

512820

JPM's report highlights that China's April credit data fell significantly short of expectations, with Aggregate Financing at RMB620 billion and new RMB loans decreasing by RMB10 billion. The largest recorded monthly declines in household and corporate loans were noted. The bank recommends a defensive strategy favoring the Big Four state-owned banks due to their stronger loan pipelines, while indicating deteriorating retail loan demand and a widening gap between M1 and M2 growth.

AASTOCKS News

Bank Of China

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

BANK OF CHINA

ICBC

Hwabao WP CSI Banks ETF

ChinaAMC CSI Banks ETF

China Southern CSI Banks ETF

China Merchants CSI BANK AH Price ETF

Huaan CSI Banks ETF

Fullgoal CSI 800 Banks ETF

WP CSI Banks ETF

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: China Apr Credit Data Far Below Expectations, Favor Big Four State-owned Banks for Defensive Positioning

Agricultural Bank of China (HK:1288) has announced its final cash dividend for the financial year ending December 31, 2025, set at RMB 1.3 per 10 shares, with Hong Kong shareholders receiving HKD 1.496344 per 10 shares. The bank provided key dates for ex-dividend, record, and payment, along with details on withholding tax for non-resident and Southbound Trading investors. Analysts rate the stock as a Buy with a target price of HK$6.20. The bank is a major state-owned commercial bank in China, focusing on retail and corporate banking.

Tip Ranks

Agricultural Bank of China Updates Final 2025 Dividend Details and Tax Treatment

Agricultural Bank of China has successfully issued RMB35 billion in 2026 Tier 2 Capital Notes, consisting of a 10-year tranche of RMB33 billion at 1.97% and a 15-year tranche of RMB2 billion at 2.27%. The proceeds will enhance the bank's Tier 2 capital, supporting regulatory compliance and future growth. This issuance reflects strong investor interest in the bank's subordinated instruments. The latest analyst rating for the bank's stock is a Buy, with a price target of HK$6.20.

Agricultural Bank of China Raises RMB35 Billion with 2026 Tier 2 Capital Notes

ACGBY

In a report released yesterday, from Bank of China maintained a Buy rating on Agricultural Bank of China, with a price target of HK$7.28. The company’s shares closed last Monday at HK$5.87.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 Agricultural Bank of China has an analyst consensus of Moderate Buy, with a price target consensus of HK$6.27.

Agricultural Bank of China

Bank of China

BOC HONG KONG

Bank of China Sticks to Their Buy Rating for Agricultural Bank of China (ACGBF)

Citi has released a research report detailing its investment ratings and target prices (TP) for various Chinese banks' H shares. The report includes ratings such as 'Buy' for most banks, with specific target prices ranging from HKD 4.47 to HKD 11.26. Notable banks listed include ABC, Bank of China, and ICBC, among others. The report also highlights short selling data and ratios for each bank, indicating market sentiment. The information is subject to a 15-minute delay for HK stocks quotes.

BANKCOMM

CITIC BANK

CEB BANK

CM BANK

MINSHENG BANK

CQRC BANK

HUISHANG BANK

PSBC

Bank Of Communications

CNCB

CEB Bank

China Merchants Bank

CMBC

Chongqing Rural Commercial Bank

Citi's Investment Ratings and TP on CN Banks H Shrs (Table)

BOCI has slightly raised the target price for ABCfrom HKD7.27 to HKD7.28 while maintaining a Buy rating. ABC reported a 4.5% year-on-year increase in net profit for 1Q26, up from 3.6% in 4Q25. The net interest margin decreased to 1.26% in 1Q26 from 1.28% in 2025. The broker noted an improvement in ABC's asset quality during the quarter. Short selling data indicates a ratio of 39.549% with a total of $167.01M.

ChinaAMC SSE Financials Sector ETF Initiating Fund

E Fund CSI 300 Financials (ex Banks) ETF

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

BOCI Slightly Raises ABC  TP to HKD7.28, Maintains Buy Rating

Citi's research report on ABCindicates a potential 7% to 8% dilution in EPS due to upcoming capital replenishment. ABC reported a 13% YoY increase in pre-provision operating profit in Q1, a recovery from a decline in Q4, driven by improved NIM, trading gains, and fee income growth. Net profit after tax rose 4.5% YoY to RMB75.2 billion, affected by higher credit costs. Citi maintains a Buy rating on ABC's H shares with a target price of HKD6.94.

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi: ABC  Potential Capital Replenishment May Dilute EPS by 7% to 8%, Rates Buy

UBS reported that ABCexceeded 1Q expectations with a net profit of RMB75.2 billion, up 4.5% YoY, and revenue of RMB206.3 billion, up 10.5% YoY. Despite a 29.2% YoY increase in credit impairment losses and a decline in core Tier-1 capital adequacy ratio to 10.8%, net profit after tax slightly outperformed peers due to lower tax expenses. UBS maintains a Neutral rating on ABC with a target price of HKD5.85.

UBS Group AG

UBS: ABC  1Q Results Beat; TP HKD5.85, Neutral

03328

China's largest state-owned banks reported increased profits in Q1, with Industrial & Commercial Bank of China posting a 3.3% gain to 86.9 billion yuan. Agricultural Bank of China and Bank of Communications also saw earnings growth. Despite stable net interest margins and non-performing loan ratios, the sector faces challenges from low margins and asset quality issues. Analysts predict a potential recovery, with expectations that the central bank will maintain interest rates. Morgan Stanley forecasts improved revenue as margin pressures ease and asset quality stabilizes.

Businesstimes News

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

China’s mega banks post increased profits in first quarter

ABC(601288.SH)

JPM: China Apr Credit Data Far Below Expectations, Favor Big Four State-owned Banks for Defensive Positioning

Agricultural Bank of China Updates Final 2025 Dividend Details and Tax Treatment

Agricultural Bank of China Raises RMB35 Billion with 2026 Tier 2 Capital Notes

Bank of China Sticks to Their Buy Rating for Agricultural Bank of China (ACGBF)

Citi's Investment Ratings and TP on CN Banks H Shrs (Table)

BOCI Slightly Raises ABC TP to HKD7.28, Maintains Buy Rating

Citi: ABC Potential Capital Replenishment May Dilute EPS by 7% to 8%, Rates Buy

UBS: ABC 1Q Results Beat; TP HKD5.85, Neutral

China’s mega banks post increased profits in first quarter