Gerlinger advises regional bank investors to take advantage of today's discounted valuations. He predicts growth bank stocks like WAL and EWBC will gain market favor as credit and commercial real estate concerns diminish. Poonawala also anticipates potential boosts from macro themes such as regulations, M&A, and elections.
KBW is optimistic about East West Bancorp, Webster Financial, and Western Alliance Bancorp, citing potential gains for bank stocks post possible interest rate cuts. Smaller investor catering banks may stand out.
华美银行股票讨论区
新增数据:23Q4,营收萎缩2.82%,主要是利息费用增加太多,税前利润受费用增长过快影响萎缩15.7%,税后利润萎缩29%。
2023年营收增长10.6%,净利润增长2.9%,如果还不降息,可能还会有段净利润下降的时期,因为低息贷款换为市场利息需要一定的时间,而公司主要是短期负债,接近市场利息。
目前市盈率9.4,股息率2.5%,估值并不算高,暂时不做调整。
5年来营收除2020年外增长了4年,平均增速11.4%,5年平均净利7.9亿。2022年净资产收益率19.1%,5年算数平均为15.4%。
2023前3季度营收增长15.9%,净利润增长16.5%。
5年来资产负债率从89.2%提高到90.7%,目前90.3%。 商誉及其他无形资产4.66亿,占65.97亿净资产的7.1%。库存股7.92亿,普通股股本略有增加。
目前市盈率8.7,市盈率TTM7.8, 5年平均净利对应市盈率为12.3,市净率1.47,股息率2.67%,最近十年股息稳定增长,营收增速可以看出除了周期性以外还有一定成长性,目前的估值略有低估,可以谨慎选择(⭐️)
• $美国超微公司(AMD.US)$ : Northland Capital Upgrades to Outperform from Market Perform - PT $95
• $邦吉(BG.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $135 (from $140)
• $Brookfield基础设施(BIP.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $49.50
• $智利桑坦德银行(智利)(BSAC.US)$ : UBS Upgrades to Neutral from Sell - PT $18 (from $17)
• $冠城国际(CCI.US)$ : Jefferi...
暂无评论