Deutsche Bank analysts note rising deposit costs, rate cuts in Poland, and subdued loan margins for Q4 2023. UBS and RBC Capital Markets expect high cost inflation due to seasonal pickup and one-off allowances. Analysts await the bank's 2024 guidance on net interest income, costs, and asset quality.
荷蘭國際集團股票討論區
5年來營收略有微增,5年平均淨利41.7億歐元,2022年少數股東淨利佔淨利潤的2.7%,影響不大,歸屬普通股股東的淨利潤5年平均爲40.6億歐元(44.1億美元)。2022年淨資產收益率7.1%,5年算數平均爲7.9%。
2023上半年營收增長20.2%,淨利潤增長1.3倍達到37.5億。
5年來資產負債率從94.2%提高到94.8%,目前95%。 商譽及其他無形資產佔淨資產的2.2%。庫存股極少,普通股股本最近持續減少。
目前市盈率12.6,市盈率TTM6.6, 5年平均淨利對應市盈率爲10.5,市淨率0.84,股息率4.4%,長期看來股息極不穩定,目前估值吸引力不大。
Blood Bath
專欄US Top Gap Ups and Downs on 8/31: CRM, UBS, SHOP and More
Gap Ups
1. $Ciena(CIEN.US)$ - up 9.1%
2.$Okta(OKTA.US)$ - up 6.0%
3. $UGI公用事業(UGI.US)$ - up 5.5%
4. $Shopify(SHOP.US)$ - up 5.4%
5. $瑞銀(UBS.US)$ - up 3.8%
6. $賽富時(CRM.US)$ - up 2.6%
7. $貝殼(BEKE.US)$ - up 2.5%
8. $CrowdStrike(CRWD.US)$ - up 2.3%
9. $名創優品(MNSO.US)$ - up...
專欄US Top Gap Ups and Downs on 6/26: PKX, PFE, CCL, VOD and More
Gap Ups
1. $韓國電力(KEP.US)$ - up 3.1%
2. $浦項鋼鐵(PKX.US)$ - up 1.5%
3. $Enlink Midstream(ENLC.US)$ - up 1.2%
4. $鐵姆肯(TKR.US)$ - up 1.2%
5. $西班牙畢爾巴鄂銀行(BBVA.US)$ - up 1.0%
6. $Option Care Health(OPCH.US)$ - up 0.8%
7. $意法半導體(STM.US)$ - ...
專欄US Top Gap Ups and Downs on 6/23: KMX, PHAR, HMC, SONY and More
Gap Ups
1. $車美仕(KMX.US)$ - up 6.1%
2. $葛蘭素史克(GSK.US)$ - up 2.6%
3. $費森尤斯醫療(FMS.US)$ - up 1.4%
Gap Downs
1. $Pharming Group(PHAR.US)$ - down 4.2%
2. $Woodside Energy(WDS.US)$ - down 3.6%
3. $南非薩索爾(SSL.US)$ - down 3.3%
4. $荷蘭國際集團(ING.US)$ - down 2.8%
5. $桑坦德銀行(SAN.US)$ - down 2....
RUN...
Ops..we just killed another bank
Powell: 'We Are Prepared to Do More'
Dow tumbles more than 300 points as banking sector worries reignite before Fed rate decision: Live updates
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