Banks Swedish Community
Our community narratives are driven by numbers and valuation.
Banks Swedish Investing Ideas
Swedbank kommer öka långsiktigt tack vare högkonjuktur
Framtid omsättning Jag bedömer det sannolikt att Riksbanken kommer hålla styrräntan på ungefär samma nivå som idag. Det leder till att bolåneräntan kommer sjunka från.Read more
Nordea ökar långsiktigt efter kortsiktigt sänkt räntenetto
Framtid omsättning Jag bedömer det sannolikt att Riksbanken kommer hålla styrräntan på ungefär samma nivå som idag. Det leder till att bolåneräntan kommer sjunka från.Read more
Long Term Digital And Sustainability Trends Will Support A Stronger Banking Franchise
Catalysts About Swedbank Swedbank is a universal bank focused on retail and corporate customers across Sweden and the Baltic countries, offering lending, deposits, cards, savings, pensions and investment services. What are the underlying business or industry changes driving this perspective?Read more
Swedbank Analyst Commentary Highlights Improved Outlook as Valuation Edges Higher Amid Ongoing Probes
Key Takeaways Revenue growth from digital initiatives is likely overestimated, with declining mortgage demand and digital adoption not guaranteeing improved performance or customer retention. Increased regulatory, tax, and ESG compliance burdens threaten profitability, while optimism about regional mortgage and wealth management markets may prove unfounded due to economic weakness.Read more
SEB A: Revenue And Profit Margin Improvements Will Support Fair Valuation
Key Takeaways SEB's focus on increasing fees and customer satisfaction, along with AI initiatives, is expected to enhance revenue growth and efficiency. Geographical diversification and deepened client relationships could boost earnings, while share buybacks reflect confidence and support EPS growth.Read more
Revenue Expectations Will Improve as Market Confidence and Risks Persist
Key Takeaways Expansion into more physical locations and increased workforce in Sweden could strain resources, potentially lowering net margins if revenue growth lags behind investment. UK mortgage segment and broker partnerships may boost growth, but initial expenses could pressure profitability unless revenue increases significantly.Read more
Mortgage Margin Pressure And Rising Baltic Costs Will Erode Returns Over Time
Catalysts About Swedbank Swedbank is a Nordic and Baltic bank focused on retail and corporate banking, savings, pensions and card services across Sweden, Estonia, Latvia and Lithuania. What are the underlying business or industry changes driving this perspective?Read more
