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

Dow Jones

Nov 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)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2582884712"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2582884712\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2582884712?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-10 15:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582884712","market":"sg","top_or_hot":-1,"title":"HK-Listed Chinese Banks Set to Offer Attractive Dividends -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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 <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>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HK-Listed Chinese Banks Set to Offer Attractive Dividends -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHK-Listed Chinese Banks Set to Offer Attractive Dividends -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-10 15:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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 <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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"600036":"招商银行","601398":"工商银行","601939":"建设银行","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK0077":"质押式回购","CICHY":"建设银行ADR","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","IE0031814852.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","00939":"建设银行","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","SG9999007991.SGD":"Schroder Asian Income A Dis SGD","CIHKY":"招商银行ADR","03968":"招商银行","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","LU0048580855.USD":"富达大中华区A","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","IDCBY":"工商银行ADR","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","03143":"华夏香港银行股","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","01398":"工商银行","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1997245177.USD":"安联神洲A股基金","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC"},"translate_title":"香港上市中资银行将提供有吸引力的股息——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600036":0.9,"601398":0.9,"601939":0.9,"00939":0.9,"01398":0.9,"03143":0.6,"03968":0.9,"CICHY":0.9,"CIHKY":0.9,"IDCBY":0.9},"content_text":"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) \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"}}}