Bank of China's Overseas Business Could Boost Overall Performance -- Market Talk

Dow Jones

01/16

0343 GMT - Bank of China's overseas business is likely to bolster its overall performance this year, say DBS Group Research's Manyi Lu in a note. This segment's net-interest margin is likely to face fewer headwinds given fewer projected Federal Reserve rate cuts this year and Hong Kong's benchmark interest rate likely normalizing from recent extreme lows. Any interest rate cuts would support noninterest income growth overseas, Lu adds. She projects 1.9% earnings compound annual growth rate in 2024-2027 and lifts her 2025-2027 earnings estimates by 1%-3% on higher noninterest income expectations. DBS maintains its buy rating on Bank of China. It retains its HK$5.30 and CNY6.40 target prices on its Hong Kong and Shanghai shares, respectively. Its Hong Kong shares were last at HK$4.50 while China shares were last CNY5.41. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 15, 2026 22:43 ET (03:43 GMT)

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This segment's net-interest margin is likely to face fewer headwinds given fewer projected Federal Reserve rate cuts this year and Hong Kong's benchmark interest rate likely normalizing from recent extreme lows. Any interest rate cuts would support noninterest income growth overseas, Lu adds. She projects 1.9% earnings compound annual growth rate in 2024-2027 and lifts her 2025-2027 earnings estimates by 1%-3% on higher noninterest income expectations. DBS maintains its buy rating on Bank of China. It retains its HK$5.30 and CNY6.40 target prices on its Hong Kong and Shanghai shares, respectively. Its Hong Kong shares were last at HK$4.50 while China shares were last CNY5.41. 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This segment's net-interest margin is likely to face fewer headwinds given fewer projected Federal Reserve rate cuts this year and Hong Kong's benchmark interest rate likely normalizing from recent extreme lows. Any interest rate cuts would support noninterest income growth overseas, Lu adds. She projects 1.9% earnings compound annual growth rate in 2024-2027 and lifts her 2025-2027 earnings estimates by 1%-3% on higher noninterest income expectations. DBS maintains its buy rating on Bank of China. It retains its HK$5.30 and CNY6.40 target prices on its Hong Kong and Shanghai shares, respectively. Its Hong Kong shares were last at HK$4.50 while China shares were last CNY5.41. (megan.cheah@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  January 15, 2026 22:43 ET (03:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0441851309.USD","symbol_name":"JPM ASEAN EQUITY \"A\" ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2603562519","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603562519","pubTimestamp":1768534980,"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":"0343 GMT - Bank of China's overseas business is likely to bolster its overall performance this year, say DBS Group Research's Manyi Lu in a note. This segment's net-interest margin is likely to face fewer headwinds given fewer projected Federal Reserve rate cuts this year and Hong Kong's benchmark interest rate likely normalizing from recent extreme lows. Any interest rate cuts would support noninterest income growth overseas, Lu adds. She projects 1.9% earnings compound annual growth rate in 2024-2027 and lifts her 2025-2027 earnings estimates by 1%-3% on higher noninterest income expectations. DBS maintains its buy rating on Bank of China. It retains its HK$5.30 and CNY6.40 target prices on its Hong Kong and Shanghai shares, respectively. Its Hong Kong shares were last at HK$4.50 while China shares were last CNY5.41. 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This segment's net-interest margin is likely to face fewer headwinds given fewer projected Federal Reserve rate cuts this year and Hong Kong's benchmark interest rate likely normalizing from recent extreme lows. Any interest rate cuts would support noninterest income growth overseas, Lu adds. She projects 1.9% earnings compound annual growth rate in 2024-2027 and lifts her 2025-2027 earnings estimates by 1%-3% on higher noninterest income expectations. DBS maintains its buy rating on Bank of China. It retains its HK$5.30 and CNY6.40 target prices on its Hong Kong and Shanghai shares, respectively. Its Hong Kong shares were last at HK$4.50 while China shares were last CNY5.41. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 15, 2026 22:43 ET (03:43 GMT)\n\n\n  Copyright (c) 2026 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"}}}