摩根大通：台湾金融行业研究报告2009年7月

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Table of Contents
Investment summary................................................................3
Theme #1: Spread vs flow ...........................................................................................3
Theme #2: Asset quality could surprise on the upside.................................................4
Upward earnings estimate changes ..............................................................................5
Recommendations........................................................................................................5
Theme #1: Spread vs flow .......................................................7
NIM likely to recover in 2H09, albeit slowly ..............................................................7
Flow business should benefit in the near term.............................................................9
Theme #2: Asset quality could surprise on the upside.......10
An update on asset quality .........................................................................................10
Potential upside surprise in 2H09 ..............................................................................12
Companies
Yuanta FHC.............................................................................16
Chinatrust Financial Holdings...............................................20
Fubon Financial Holdings......................................................24
Sinopac Financial Holdings...................................................28
Chang Hwa Bank ....................................................................32
First Financial Holding Co Ltd...............................................36
Shin Kong Financial Holding Company ...............................40
Cathay Financial Holdings.....................................................44
Taishin Financial Holdings ....................................................48

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关键词：行业研究报告 研究报告 摩根大通 金融行业 行业研究 金融 研究报告 台湾 行业 摩根大通

天价的。。。一点诚意也没有啊~~~~
楼主能否降价阿？打个折也行。。。

一切都是幻觉