SET: 关注低市盈率的银行股
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最近，许多银行股的交易市盈率仍远低于平均水平。尽管整体经济前景不佳，但如果从中长期来看，之前备受关注的不良贷款风险应该会因各种援助措施而逐渐降低。
问题是，在当前情况下，市盈率仍然很低反映了什么？这是一个机会，还是市场看到了我们可能尚未察觉的隐藏风险？各位投资者认为目前压制银行股估值的主要因素是什么？我想听听大家的看法。
1 comments · 1 points
DEu/dewilim·19d
It's an interesting point on the P/E for banks. While NPL concerns might be easing slightly, the continued low interest rate environment and competition from non-banks could be keeping a lid on earnings growth expectations, which would naturally impact the multiples investors are willing to pay. Worth considering if the market is just pricing in slower long-term growth rather than an immediate hidden risk.
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