Reporter Xiong Yue.
Recently, the directors, supervisors and senior executives of listed banks have increased their holdings frequently.
According to the Juchao Information Network, from January 8 to January 9, the directors, supervisors and senior executives of Changshu Bank dispatched to increase their holdings of their own **. The company's senior management personnel Gan Qing, Li Yong, Meng Jiong, directors and senior managers Sun Ming, supervisors Song Yi, Shen Mei, Huang Ye and other personnel increased their holdings of the company's shares by a total of 39170,000 shares. Among them, Gan Qing increased his holdings by 50,000 shares in two days.
On January 9, Bank of Communications issued a temporary announcement, and on January 8, Lin Zhihong, a supervisor of the company, took 5The average trading price of 87 yuan shares increased the company's shares by 30,000 shares.
Jiangyin Bank also issued an announcement on January 6 that some directors, supervisors, senior executives and core backbone personnel plan to increase their holdings, which once attracted market attention because the planned increase in holdings is relatively rare.
According to the relevant announcement, for six months from January 9, 2024, Song Ping, chairman of the bank, Ni Qinghua, director and president, Chen Kaicheng, chairman of the board of supervisors, 5 vice presidents, secretary of the board of directors, and other 14 entities that increase their holdings of the bank** by purchasing convertible corporate bonds and converting shares and centralized bidding from the secondary market, will increase their holdings of the bank** by a total of not less than 10 million yuan and no more than 20 million yuan. There is no interval for this increase plan, and the increase in holdings is determined according to the market.
The shareholding increase plan is worth paying attention to: first, in addition to the regular directors, supervisors and senior personnel, it also includes two core backbone personnel, namely Huang Guoqing, president of the bank's Changzhou branch, and Chenghui, president of the Suzhou branch; Second, in terms of the way of increasing holdings, it is relatively rare to increase holdings by purchasing convertible corporate bonds and converting them into shares.
Given the current pricing of some of the convertible bonds, it is cheaper to increase the holdings by purchasing the convertible corporate bonds and converting them into shares. Tian Lihui, dean of the Financial Development Research Institute of Nankai University, told the reporter that the increase in the holdings of directors, supervisors and senior executives of listed banks shows that they have confidence in the future development of their banks, which helps stabilize market expectations and enhance investor confidence.
As for the reason for the proposed increase in shares, Jiangyin Bank said that based on the confidence in the bank's future development prospects and the recognition of the company's value, and in order to further promote the sustainable, stable and healthy development of the bank and safeguard the interests of the bank and all shareholders, stabilize the bank's market expectations and enhance investor confidence.
In fact, at the beginning of 2024, bank stocks have shown some resilience, and many institutions recommend paying attention to bank stocks with stable dividends and high dividend yields.
According to data from Oriental Wealth Choice, in the past week, the banking sector outperformed the CSI 300 Index by 056 percentage points. In terms of dividend yield, Flush ifind data shows that as of now, among the 42 listed banks in A-shares, 13 have a dividend yield greater than 6% in the past year, accounting for about 31%.
Guosen ** research report believes that the current valuation of the banking sector is at a low level, the potential negative impact of the sector has been significantly reduced, and the downside risk of valuation is very small.
Guo Yiming, director of investment consulting of Jufeng Investment Advisory, told reporters that the overall strength of the high-dividend sector has been strengthened recently, and bank stocks have low valuations and relatively stable high dividends. At the same time, under the trend of policy optimization and good macro fundamentals, the valuation of the industry is also expected to usher in a recovery.
* |Station cool Hailuo production |Zhang Wenling