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Banks Romanian Investing Ideas
BRD - Groupe Société Générale
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking And Green Financing Will Shape Romania's Resilient Future
Key Takeaways Rapid digital banking adoption and branch optimization are projected to increase efficiency, lower costs, and support stronger profit margins and returns. Strategic lending growth and investments in green financing position the company to benefit from macroeconomic trends and drive sustained topline and earnings expansion.
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RON 19.68
FV
0.9% undervalued
intrinsic discount
4.20%
Revenue growth p.a.
Set Fair Value
0
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0
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12
users have followed this narrative
4 days ago
author updated this narrative
Banca Transilvania
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Integration With OTP Bank Romania Will Expand Market Share But Operational Risks Could Affect Margins
Key Takeaways Successful mergers with OTP Bank Romania and Victoriabank enhance market share and revenues via cross-selling and product expansion. Strong digital platform growth boosts non-interest revenue and positions Banca Transilvania for sustainable earnings and shareholder returns.
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RON 27.21
FV
2.9% overvalued
intrinsic discount
8.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
4 days ago
author updated this narrative
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