Bladex（BLX）株式概要
ラテンアメリカ外商銀行（Banco Latinoamericano de Comercio Exterior, S. 詳細
BLX Community Fair Values
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Analyst Price Targets
Bladex Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$61.94 |
| 52週高値 | US$63.17 |
| 52週安値 | US$38.41 |
| ベータ | 0.80 |
| 1ヶ月の変化 | 11.18% |
| 3ヶ月変化 | 24.78% |
| 1年変化 | 50.12% |
| 3年間の変化 | 185.44% |
| 5年間の変化 | 302.99% |
| IPOからの変化 | 181.55% |
最新ニュース
ナラティブの更新 • Jun 16
BLX: Rebranding And Stable Profitability Will Support A Bullish Outlook
Analysts have kept their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Jun 02
BLX: Rebranding To Bladex And Strong Margins Will Support Bullish Outlook
Analysts have lifted their price target for Banco Latinoamericano de Comercio Exterior S. A.
ナラティブの更新 • May 15
BLX: Lower Funding Costs And Rebrand Will Support Long-Term Value Creation
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.Recent updates
ナラティブの更新 • Jun 16
BLX: Rebranding And Stable Profitability Will Support A Bullish Outlook
Analysts have kept their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Jun 02
BLX: Rebranding To Bladex And Strong Margins Will Support Bullish Outlook
Analysts have lifted their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • May 15
BLX: Lower Funding Costs And Rebrand Will Support Long-Term Value Creation
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.Seeking Alpha • Apr 29
Bladex Can Benefit From The Middle East Conflict Incrementing Trade Financing
Summary Banco Latinoamericano de Comercio Exterior remains a Buy, with undervaluation supported by robust loan and fee business growth despite competitive margin pressure. BLX's commercial portfolio grew 13% YoY to $12B, while fee and commission income rose 24% YoY, offsetting modest NIM compression. Management guides for 13–15% commercial portfolio growth and NIM around 2.3%, with ROE expected at 14–15% and capital ratios trending toward 15–16%. Risks center on competition-driven margin erosion, but short-duration assets, low impaired credits (0.4%), and commodity tailwinds support the current risk/reward. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 27
BLX: Higher Dividend And New Name Will Support Future Returns
Analysts have lifted their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Apr 13
BLX: Higher Dividend Payout Will Support Bullish Outlook
Analysts have kept their average price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Mar 30
BLX: Higher Dividend And Trade Platform Expansion Will Support Bullish Outlook
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Mar 16
BLX: Higher Dividend And Trade Banking Expansion Will Drive Future Returns
Analysts are maintaining the Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Mar 02
BLX: Dividend Uplift And Trade Banking Shift Will Shape Future Returns
Analysts kept their $55.00 price target for Banco Latinoamericano de Comercio Exterior S. A., explaining that adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations offset each other enough that their overall valuation view stays the same.ナラティブの更新 • Feb 16
BLX: Higher Dividend And Trade Platform Shift Will Frame Balanced Outlook
Analysts have maintained their $55.50 price target for Banco Latinoamericano de Comercio Exterior S. A., updating their assumptions to reflect a slightly lower discount rate, modestly revised revenue growth expectations, a small change in profit margin, and an adjusted outlook for the future P/E multiple.ナラティブの更新 • Feb 02
BLX: Fee-Focused Trade Banking Pivot Will Support Long-Term Value Creation
Analysts have lifted their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Jan 18
BLX: Transactional Trade Shift And Tech Focus Will Support Future Upside
Analysts maintained their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Jan 04
BLX: Future Earnings Multiple Expansion Will Drive Stronger Share Price Performance
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Dec 15
BLX: Stable Discount Rate Will Support Future Bullish Momentum
Analysts have modestly reaffirmed their outlook on Banco Latinoamericano de Comercio Exterior S. A., maintaining a fair value estimate of $55.50 per share, as slight adjustments to the discount rate and forward valuation assumptions were not sufficient to warrant a price target change.ナラティブの更新 • Dec 01
BLX: Stable Outlook Will Support Bullish Momentum Amid Minimal Assumption Shifts
Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Nov 17
BLX: Stable Outlook And Lower Discount Rate To Drive Bullish Sentiment
Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Nov 02
BLX: Forward Profitability And Modest Growth Will Unlock Latin American Potential
Narrative Update on Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Oct 18
Digital Trade Finance Platform Will Unlock Latin American Opportunities
Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Oct 04
Digital Trade Finance Platform Will Unlock Latin American Opportunities
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.ナラティブの更新 • Sep 19
Digital Trade Finance Platform Will Unlock Latin American Opportunities
With consensus revenue growth forecasts essentially unchanged but a modest increase in future P/E multiples, analysts have slightly raised their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A from $47.33 to $49.33.ナラティブの更新 • Sep 04
Digital Trade Finance Platform Will Unlock Latin American Opportunities
With both revenue growth forecasts and the discount rate holding steady, analysts see no material change in Banco Latinoamericano de Comercio Exterior S. A’s outlook, resulting in the consensus price target remaining unchanged at $47.33.Seeking Alpha • Apr 18
Bladex: A Trade Finance Bank During A Trade Rift
Summary Bladex's Q4 earnings exceeded expectations, reaching $5.60 per share, and credit quality remains pristine; whilst the current price is near intrinsic value, justifying my "hold" rating. The bank's loan book has grown significantly, particularly in the corporate client segment, making it more sensitive to regional economic activity but also contributing to lending margins. Despite potential risks from U.S. tariffs and immigration policies, Latin America has a relative advantage, and Bladex's short-term loan book allows flexibility in risk management. Positive macroeconomic changes in Argentina, including reduced inflation and lifted currency controls, present new opportunities for Bladex, especially given Argentina's significant stock holdings in the bank. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Bladex's Growth Cannot Offset Spread Contraction And Cycle Risks; Moving To Hold
Summary Bladex's loan book is expanding, but margin compression continues due to lower rates and higher liquidity, impacting net interest margins. The LatAm macroeconomic environment is uncertain, affecting loan growth and credit risk, with concerns around US/Mexico tariffs and commodity price weakness. Despite strong risk management and low delinquencies, Bladex's valuation has become less attractive, moving from a Buy to a Hold rating. Long-term business expansion in treasury and trade finance could diversify earnings, but the current valuation and risk-reward profile no longer justify a Buy rating. Read the full article on Seeking Alpha分析記事 • Mar 03
Banco Latinoamericano de Comercio Exterior S. A's (NYSE:BLX) Shareholders Will Receive A Bigger Dividend Than Last Year
Banco Latinoamericano de Comercio Exterior, S. A. ( NYSE:BLX ) will increase its dividend on the 25th of March to...Seeking Alpha • Jan 20
Mr. Market Is No Longer Wrong On Bladex
Summary Bladex saw significant fundamental improvement, with its loan book growing to $9.7 billion and profitability increasing to over $5/share. Management has effectively grown the loan book without incurring additional credit losses, maintaining a strong risk-weighted capital ratio and doubling dividends. Despite increased expenses, conservative underwriting practices and short-term loan durations mitigate funding risks, ensuring liquidity even if capital markets shut down. With the stock re-rated to $39/share, I have reduced my position by 30%, but will hold for dividends and expect returns around management’s 14% ROE target. Read the full article on Seeking Alpha
新しいナラティブ • Nov 03
Bladex's Decisive Evolution And Innovative Platforms Drive Bright Financial Horizons
Shift towards cost-efficient deposits and strategic expansion is expected to boost net interest margins and support loan growth.Seeking Alpha • Nov 02
Bladex Continues To Grow But Warns Of Higher Competition, Still A Buy
Summary Bladex results are in line with continued growth in assets and flat spreads. However, the bank has warned of increasing competition. The company is expecting to grow its fee-based revenues, to reduce exposure to spread and interest rate risk. The bank offers a yield of more than 15%, at the same time as it grows its loan book at mid-teens. This seems very attractive. Even assuming a return to very loose credit conditions like 2021, and no reduction in OpEx, the bank continues to offer a good 8% yield. Read the full article on Seeking Alpha分析記事 • Aug 30
Here's Why Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Jul 25
Bladex: Q2 2024 Keeps The Performance Trend, The Bank Is Still A Buy
Summary Bladex reported strong 2Q24 results with continued growth in book size, income, and fees. The bank's efficiency ratio is below 25%, making it one of the most efficient globally. Main risk is a global recession affecting Latin American trade patterns, but the stock remains attractive with a Buy rating. Read the full article on Seeking Alpha分析記事 • May 01
Do Banco Latinoamericano de Comercio Exterior S. A's (NYSE:BLX) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Apr 12
Bladex Still An Opportunity, With Caution On New Business Segments
Summary Banco Latinoamericano de Comercio Exterior (Bladex) reports record FY23 results with net income, credit book, and net interest income all showing significant growth. Bladex is expanding into new areas of bank finance, including project finance, working capital, and treasury solutions. The company recognizes the need for limited growth and plans to return capital to shareholders while maintaining high returns on equity. Read the full article on Seeking Alpha分析記事 • Jan 06
Here's Why We Think Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Dec 15
Bladex Is Still A Lopsided Bet On Latin American Growth
Summary BLX is a Panamanian bank with Latin American central banks as its primary depositors. BLX has experienced recent outperformance due to more lending and higher interest rates, leading to higher net interest income. The bank's profitability in the future will depend on global interest rates and the growth of the Latin American economy. Still, it is currently priced to yield 10% even in the worst-case scenario. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Bladex: Moving To Hold As Bull Thesis Has Played Out
Summary Bladex reported another strong quarter, and profits continue to hit new highs. However, I believe growth is about to slow down in 2024. Bladex shares have rallied sharply in 2023, and I no longer see much near-term upside. Read the full article on Seeking Alpha分析記事 • Sep 06
If EPS Growth Is Important To You, Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Aug 11
Bladex: A Speculative LatAm Play With Growth, Value, And Momentum
Summary Bladex's revenue, net income, and FCF are at or near record highs since 2014. Valuation multiples such as P/E, P/S, and P/B are near the bottom of their post-2014 ranges. Deposits recently hit a record high and became a larger fraction of Bladex's total funding, and the firm expects this trend to continue. Despite risks including an elevated exposure to the oil and gas sector and a geographically concentrated base of borrowers, Bladex’s strong financials, low multiples, and upward price momentum present an interesting opportunity for investors. Read the full article on Seeking Alpha株主還元
| BLX | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | 2.9% | -0.02% | -2.7% |
| 1Y | 50.1% | -7.9% | 18.6% |
業界別リターン: BLX過去 1 年間で-7.9 % の収益を上げたUS Diversified Financial業界を上回りました。
リターン対市場: BLX過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。
価格変動
| BLX volatility | |
|---|---|
| BLX Average Weekly Movement | 3.7% |
| Diversified Financial Industry Average Movement | 5.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: BLX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BLXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1975 | n/a | Taurel Salas | bladex.com |
多国籍銀行であるバンコ・ラティノアメリカ・デ・コメルシオ・エクスターナル（Banco Latinoamericano de Comercio Exterior, S.A.）は、ラテンアメリカとカリブ海諸国における対外貿易と経済統合のための資金調達に従事している。商業部門と財務部門を通じて事業を展開している。同社は預金を受け入れている。また、二国間短・中期ローン、ストラクチャード・クレジット、シンジケート・クレジット、ローン・コミットメントの組成、発行済み・確約信用状、スタンドバイ信用状、商業リスクをカバーする保証、その他アクセプタンスに基づく顧客の負債資産を含む金融保証契約、協調融資のアレンジメント、シンジケート・クレジット・ファシリティの引き受け、ファクタリングやベンダー・ファイナンスの形でのストラクチャード・トレード・ファイナンス、ファイナンス・リースなどの商品・サービスを提供している。さらに同社は、その他の包括利益を通じて公正価値で測定する有価証券と償却原価で測定する有価証券からなる投資運用業務にも携わっている。金融機関、企業、政府系機関、国有企業を顧客としている。以前はバンコ・ラティノアメリカーノ・デ・エクスポルタシオネス（Banco Latinoamericano de Exportaciones, S.A.）として知られていたが、2009年6月にバンコ・ラティノアメリカーノ・デ・コメルシオ・エクスターナル（Banco Latinoamericano de Comercio Exterior, S.A.）に社名を変更した。Banco Latinoamericano de Comercio Exterior, S. A.は1975年に設立され、パナマ共和国のパナマシティに本社を置く。
Bladex Inc. 基礎のまとめ
| BLX 基礎統計学 | |
|---|---|
| 時価総額 | US$2.34b |
| 収益（TTM） | US$224.01m |
| 売上高(TTM) | US$323.08m |
10.3x
PER（株価収益率7.1x
P/SレシオBLX は割高か？
公正価値と評価分析を参照収益と収入
| BLX 損益計算書（TTM） | |
|---|---|
| 収益 | US$323.08m |
| 売上原価 | US$7.19m |
| 売上総利益 | US$315.89m |
| その他の費用 | US$91.89m |
| 収益 | US$224.01m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.02 |
| グロス・マージン | 97.77% |
| 純利益率 | 69.33% |
| 有利子負債／自己資本比率 | 256.8% |
BLX の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.4%
現在の配当利回り44%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/25 05:46 |
| 終値 | 2026/06/25 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Bladex Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Gilberto Garcia | Barclays |
| Ricardo Buchpiguel | BTG Pactual |
| Iñigo Vega Zabala | Jefferies LLC |