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RI
Equity Analyst and Writer
Underwater Bond Holdings Will Squeeze its Net Interest Margin
Key Takeaways Banks are being forced to offer higher rates to keep deposits. Lending will remain slow, which will squeeze net interest margins.
View narrativeUS$44.16
FV
5.3% overvalued intrinsic discount2.00%
Revenue growth p.a.
5users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
2 months ago author updated this narrative
ST
Equity Analyst and Writer
Consolidation In The Banking Sector Will Increase Revenues
Key Takeaways BAC offers diverse services globally including banking, investments, risk management, and more to public and private clients. As a Big 4 US bank, it remains strong despite sector turmoil, poised for consolidation, and maintains a solid brand.
View narrativeUS$34.26
FV
35.8% overvalued intrinsic discount4.05%
Revenue growth p.a.
10users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
7 months ago author updated this narrative
WA
Consensus Narrative from 21 Analysts
Brian Moynihan's Digital Strategy Will Improve Future Operating Efficiencies
Key Takeaways Organic loan and deposit growth, along with strategic asset repricing, could drive record net interest income and revenue growth potential. Investments in digital capabilities and wealth management suggest enhanced efficiencies, with significant cross-selling opportunities bolstering future revenue and net margins.
View narrativeUS$51.93
FV
10.4% undervalued intrinsic discount7.25%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
36users have followed this narrative
3 days ago author updated this narrative