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Barclays: (Regarding oil) Due to the lag in supply recovery, inventories are expected to continue to decline for at least the next few weeks.
2026-06-26
Barclays: (Regarding oil) Due to the lag in supply recovery, inventories are expected to continue to decline for at least the next few weeks.
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2026-06-26
CITIC Securities says after large net outflows earlier this year, China bank A-shares now yield an average static dividend of about 4.3%, with some large caps above 5% and an average static PB of 0.60x. Looking to 2026-27, the sector is entering the
CITIC Securities says after large net outflows earlier this year, China bank A-shares now yield an average static dividend of about 4.3%, with some large caps above 5% and an average static PB of 0.60x. Looking to 2026-27, the sector is entering the tail of its risk cycle; the first derivative of ROE has improved and the firm expects industry ROE to stabilize around 8–9% in 2026–27, supporting valuation gains. H2 could see a "high-certainty equity asset" rerating with significant absolute upside. Stock selection favors banks with strong commercial models, improving ROE prospects, low-valuation large banks set for multiple recovery, names entering stable growth, and high-quality, defensive franchises.
2026-06-26
The German DAX 30 index opened down 152.16 points, or 0.61%, at 24,848.38 on Friday, June 26. The UK FTSE 100 index opened down 21.28 points, or 0.20%, at 10,508.61 on Friday, June 26. The French CAC 40 index opened down 15.24 points, or 0.18%, at 8,
The German DAX 30 index opened down 152.16 points, or 0.61%, at 24,848.38 on Friday, June 26. The UK FTSE 100 index opened down 21.28 points, or 0.20%, at 10,508.61 on Friday, June 26. The French CAC 40 index opened down 15.24 points, or 0.18%, at 8,416.37 on Friday, June 26. The Stoxx 50 index opened down 26.78 points, or 0.43%, at 6240.75 on Friday, June 26; the Spanish IBEX 35 index opened down 24.87 points, or 0.13%, at 19488.73 on Friday, June 26; and the Italian FTSE MIB index opened down 312.41 points, or 0.60%, at 51470.50 on Friday, June 26.
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