Bladex Inc.

NYSE:BLX 株式レポート

時価総額:US$2.1b

Bladex マネジメント

マネジメント 基準チェック /24

Bladexの CEO はTaurel Salasで、 Mar2020年に任命され、 の在任期間は 6.42年です。 は、会社の株式の0.26%を直接所有しており、その価値は$ 5.53M 。経営陣と取締役会の平均在任期間はそれぞれ5.1年と6.8年です。

主要情報

Taurel Salas

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間6.4yrs
CEOの所有権0.3%
経営陣の平均在職期間5.1yrs
取締役会の平均在任期間6.8yrs

経営陣の近況

Recent updates

Seeking Alpha Jul 17

Bladex: BBB+ Upgrade, Cleaner Credit, Still Cheap

Summary Bladex is rated buy with a $66 fair value, offering 12% upside and a near 5% dividend yield. BLX remains the cheapest Latin American bank peer on both earnings and book value, despite a 46% price increase over the past year. Short-duration credit books, improving fee income, and a recent BBB+ rating upgrade support a robust, less rate-dependent earnings profile. Key risks include net interest margin compression below 2.25% and potential credit deterioration, but capital strength and liquidity provide a margin of safety. Read the full article on Seeking Alpha
ナラティブ更新 Jun 30

BLX: Dividend Strength And Rating Upgrade Will Support Future Returns

Analysts have reduced their price target for Bladex from $63.00 to $57.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Bladex Banco Latinoamericano de Comercio Exterior SA, now Bladex, stock reached an all-time high of US$61.20, with recent reports citing first quarter 2026 earnings per share of US$1.31 and revenue of US$83.1 million.
ナラティブ更新 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.
ナラティブ更新 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 Alpha
Seeking 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
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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 Alpha
Seeking 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

CEO

Taurel Salas (56 yo)

6.4yrs
在職期間

Mr. Jorge L. Salas also known as Taurel, has been Chief Executive Officer of Bladex Inc. (formerly known as Banco Latinoamericano de Comercio Exterior, S. A.) since March 9, 2020. Mr. Salas served as the C...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jorge Salas
Chief Executive Officer6.4yrsデータなし0.26%
$ 5.5m
Annette van de Solis
Executive VP & CFO1.3yrsデータなし0.062%
$ 1.3m
Geraldine Abreu Cumarin
Executive VP of Technology & Operations and CTO1.9yrsデータなし0.0050%
$ 106.7k
Carlos Daniel Baene
Executive Vice President of Investor Relations4.2yrsデータなし0.034%
$ 716.5k
Tatiana Calzada
Executive VP & Chief Compliance Officer2.7yrsデータなし0.00073%
$ 15.5k
Jorge Real
Executive Vice President of Legal & Corporate Secretary10.3yrsデータなし0.027%
$ 564.4k
Jessica Janson
Vice President of Corporate Communications & Social Investment4.9yrsデータなしデータなし
Alejandro Tizzoni
Executive Vice President of Comprehensive Risk Management & Chief Risk Officer10.3yrsデータなし0.16%
$ 3.4m
Eduardo Vivone
Executive Vice President of Treasury & Capital Markets12.9yrsデータなし0.082%
$ 1.7m
Monica Cosulich
Senior VP of Finance & Investor Relationsno dataデータなしデータなし
Olazhir Ledezma
Executive Vice President of Strategic Planning & Chief Strategy Officer5.1yrsデータなし0.067%
$ 1.4m
Adriana Lizzeth Forero
Executive Vice President of Audit5.2yrsデータなし0.029%
$ 606.8k
5.1yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: BLXの経営陣は経験豊富で経験豊富です(平均在職期間は5.1年)。


取締役

名称ポジション在職期間報酬所有権
Ricardo Arango Jimenez
Independent Director10.3yrsデータなし0.12%
$ 2.6m
Julianne Canavaggio
Directorless than a yearデータなしデータなし
Roland Holst
Independent Director8.8yrsデータなし0.13%
$ 2.8m
Miguel Heras Castro
Independent Chairman of the Board11.3yrsデータなし1.42%
$ 30.1m
Jose Garzon Gaitan
Independent Director9.3yrsデータなし0.11%
$ 2.4m
Isela Angelica Costantini
Independent Director7.1yrsデータなし0.065%
$ 1.4m
Alexandra Aguirre
Independent Director6.5yrsデータなし0.065%
$ 1.4m
Tarciana Gomes Medeiros
Independent Director2.3yrsデータなし0.0056%
$ 118.6k
Angelica Celis
Independent Director3.4yrsデータなし0.017%
$ 355.6k
Juan Pazo
Directorless than a yearデータなしデータなし
6.8yrs
平均在職期間
55yo
平均年齢

経験豊富なボード: BLXの 取締役会経験豊富 であると考えられます ( 6.8年の平均在任期間)。


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2026/08/10 08:42
終値2026/08/07 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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。8

アナリスト機関
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