<Research>G Sachs Adds BANK OF CHINA (03988.HK) TP to $5.35 as Mgmt Expects Significant Slowdown in NIM Contraction This Yr

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<Research>G Sachs Adds BANK OF CHINA (03988.HK) TP to $5.35 as Mgmt Expects Significant Slowdown in NIM Contraction This Yr

BANK OF CHINA (03988.HK)'s 4Q25 results beat expectations, with pre-provision operating profit (PPOP)/ net profit after tax (NPAT) increasing by 8%/ 5% YoY each, 8%/ 3% ahead o...

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<Research>G Sachs Adds BANK OF CHINA (03988.HK) TP to $5.35 as Mgmt Expects Significant Slowdown in NIM Contraction This Yr

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BANK OF CHINA (03988.HK) +0.050 (+0.998%) Short selling $358.68M; Ratio 92.286% 's 4Q25 results beat expectations, with pre-provision operating profit (PPOP)/ net profit after tax (NPAT) increasing by 8%/ 5% YoY each, 8%/ 3% ahead of Goldman Sachs' forecasts, Goldman Sachs released a research report saying.

During the earnings conference, management said that, benefiting from stabilized asset yields and lower funding costs due to deposit repricing, the net interest margin (NIM) contraction is expected to significantly slow down in 2026, with net interest income likely to achieve positive growth.

Related News JPM Reiterates Positive View on Chinese Banks, Expects Moderate Improvement in Revenue and Profit Growth
By adjusting the asset-liability structure, the impact of the US Fed's rate cuts is estimated to be neutral, not adversely affecting the NIM.

Therefore, the broker added its target prices for BANK OF CHINA's H-/ A-shares from $4.95/ RMB6.54 to $5.35/ RMB6.69, with both ratings kept at Buy.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

Related News CLSA Expects Significant Narrowing in NIM Decline for Chinese Banks This Year, Supporting Profit Recovery; Broadly Raises TPs
This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

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