HK-Listed Chinese Banks Set to Offer Attractive Dividends -- Market Talk

Dow Jones

11/10

0714 GMT - Investors buying Chinese bank stocks in December, historically a strong month for MSCI China, are expected to qualify for 2025 interim dividends to be paid in January 2026, CGS International analysts Michael Chang and Laura Li say in a note. These dividends are particularly attractive to China's life insurers, as southbound--mainland Chinese investing in Hong Kong--net buy flows gradually recover. CGS maintains an overweight call on the sector, citing easing pre-provision profit pressures and favorable dividend yield spreads over Treasury yields. The bank has buy calls on China Construction Bank and Industrial and Commercial Bank of China for their attractive FY 2025 dividend yields which are above 5%, and favors China Merchants Bank for its strong management and potential for higher dividend payout ratios in 2026-2027. (jason.chau@wsj.com)

(END) Dow Jones Newswires

November 10, 2025 02:14 ET (07:14 GMT)

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These dividends are particularly attractive to China's life insurers, as southbound--mainland Chinese investing in Hong Kong--net buy flows gradually recover. CGS maintains an overweight call on the sector, citing easing pre-provision profit pressures and favorable dividend yield spreads over Treasury yields. The bank has buy calls on <a href=\"https://laohu8.com/S/CICHF\">China Construction</a> Bank and <a href=\"https://laohu8.com/S/IDCBF\">Industrial and Commercial</a> Bank of China for their attractive FY 2025 dividend yields which are above 5%, and favors <a href=\"https://laohu8.com/S/CIHHF\">China Merchants</a> Bank for its strong management and potential for higher dividend payout ratios in 2026-2027. 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These dividends are particularly attractive to China's life insurers, as southbound--mainland Chinese investing in Hong Kong--net buy flows gradually recover. CGS maintains an overweight call on the sector, citing easing pre-provision profit pressures and favorable dividend yield spreads over Treasury yields. The bank has buy calls on <a href=\"https://laohu8.com/S/CICHF\">China Construction</a> Bank and <a href=\"https://laohu8.com/S/IDCBF\">Industrial and Commercial</a> Bank of China for their attractive FY 2025 dividend yields which are above 5%, and favors <a href=\"https://laohu8.com/S/CIHHF\">China Merchants</a> Bank for its strong management and potential for higher dividend payout ratios in 2026-2027. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 10, 2025 02:14 ET (07:14 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600036","symbol_name":"招商银行","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582884712","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582884712","pubTimestamp":1762758840,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0714 GMT - Investors buying Chinese bank stocks in December, historically a strong month for MSCI China, are expected to qualify for 2025 interim dividends to be paid in January 2026, CGS International analysts Michael Chang and Laura Li say in a note. These dividends are particularly attractive to China's life insurers, as southbound--mainland Chinese investing in Hong Kong--net buy flows gradually recover. CGS maintains an overweight call on the sector, citing easing pre-provision profit pressures and favorable dividend yield spreads over Treasury yields. The bank has buy calls on China Construction Bank and Industrial and Commercial Bank of China for their attractive FY 2025 dividend yields which are above 5%, and favors China Merchants Bank for its strong management and potential for higher dividend payout ratios in 2026-2027. 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These dividends are particularly attractive to China's life insurers, as southbound--mainland Chinese investing in Hong Kong--net buy flows gradually recover. CGS maintains an overweight call on the sector, citing easing pre-provision profit pressures and favorable dividend yield spreads over Treasury yields. The bank has buy calls on China Construction Bank and Industrial and Commercial Bank of China for their attractive FY 2025 dividend yields which are above 5%, and favors China Merchants Bank for its strong management and potential for higher dividend payout ratios in 2026-2027. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 10, 2025 02:14 ET (07:14 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}