lks
2021-04-12
Bank stocks r in recovery stage now
Why Analysts Are Bullish on Banks' Upcoming Earnings<blockquote>为什么分析师看好银行即将到来的盈利</blockquote>
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Now, analysts say the sector is one of th","content":"<p>At this time last year, investors were fleeing from banks. Now, analysts say the sector is one of the better bets on Wall Street.</p><p><blockquote>去年这个时候，投资者纷纷逃离银行。现在，分析师表示，该行业是华尔街更好的投资之一。</blockquote></p><p> Bank stocks, as measured by the SPDR S&P Bank ETF (ticker: KBE), are up 25% this year, outpacing the 8% gain in the S&P 500. The sector has been helped by improving economic conditions and the steepening yield curve but analysts see even more levers for growth.</p><p><blockquote>以SPDR S&P Bank ETF（股票代码：KBE）衡量的银行股今年上涨了25%，超过了标普500 8%的涨幅。该行业受益于经济状况改善和收益率曲线陡峭，但分析师认为增长杠杆更大。</blockquote></p><p> “We’re only halfway through the rally,” Matt O’Connor, analystDeutsche Bank,wrote in a recent note. He sees earnings per share increasing by as much as 20% in 2023 and 2024 and stocks gaining as much as 50% over the next two to three years. Banks will continue to benefit from the things that have helped them this year, but O’Connor also expects that loan growth will be a driver of results in the back half of the year as the economy is on even firmer footing. He went on to note that a 10% jump in loan growth adds roughly 8% to banks’ earnings. The sector generally needs to see a full percentage point increase in interest rates to see a similar impact to earnings.</p><p><blockquote>德意志银行分析师马特·奥康纳在最近的一份报告中写道：“我们的反弹仅进行了一半。”他预计2023年和2024年每股收益将增长20%，未来两到三年股价将上涨50%。银行将继续受益于今年帮助它们的事情，但奥康纳还预计，随着经济基础更加稳固，贷款增长将成为下半年业绩的驱动力。他接着指出，贷款增长10%会使银行盈利增加约8%。该行业通常需要看到利率上升整整一个百分点，才能对盈利产生类似的影响。</blockquote></p><p> The banks O’Connor likes most areBank of America(BAC),Citizens Financial(CFG),JPMorgan Chase(JPM), M&T Bank (MTB),Truist Financial(TFC),U.S. Bancorp(USB), and Wells Fargo(WFC).</p><p><blockquote>奥康纳最喜欢的银行是美国银行(BAC)、公民金融(CFG)、摩根大通(JPM)、M&T银行(MTB)、Truist Financial(TFC)、美国银行。合众银行(USB)和富国银行(WFC)。</blockquote></p><p> Deutsche Bank isn’t the only shop taking a positive view on the big banks.Goldman Sachsalso issued a bullish note on the sector. With big banks set to report earnings next week, analysts at Goldman Sachs said they expect executives to strike an optimistic tone for this year and next.</p><p><blockquote>德意志银行并不是唯一一家对大银行持积极看法的银行。高盛也发布了对该行业的看涨报告。随着大银行将于下周公布财报，高盛分析师表示，他们预计高管们将对今明两年采取乐观态度。</blockquote></p><p> Working in the sector’s favor is the expectation of strong reserve releases and excess capital return. Last year banks added billions to their reserves in the expectation of looming credit losses but with the economy recovering better than expected,those releases could soon be released into earnings. Banks also faced restrictions on buybacks and dividend payouts last year as the Federal Reserve wanted banks to conserve capital during the downturn.But the Fed last month said it was looking to ease those restrictions subject to how the banks perform in their annual stress tests.</p><p><blockquote>对该行业有利的是对强劲储备释放和超额资本回报的预期。去年，由于预期信贷损失迫在眉睫，银行增加了数十亿美元的准备金，但随着经济复苏好于预期，这些释放的准备金可能很快就会释放到收益中。由于美联储希望银行在经济低迷时期保存资本，银行去年还面临回购和股息支付的限制。但美联储上个月表示，正在寻求放松这些限制，具体取决于银行在年度压力测试中的表现。</blockquote></p><p> Goldman Sachs’ top picks are Morgan Stanley (MS),Bank of America (BAC), andCitigroup(C).</p><p><blockquote>高盛的首选是摩根士丹利（MS）、美国银行（BAC）和花旗集团（C）。</blockquote></p><p> JPMorgan, Wells Fargo, and Goldman Sachs are set to report earnings next Monday. The other big banks will follow later in the week.</p><p><blockquote>摩根大通、富国银行和高盛将于下周一公布财报。其他大银行将在本周晚些时候跟进。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Analysts Are Bullish on Banks' Upcoming Earnings<blockquote>为什么分析师看好银行即将到来的盈利</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Analysts Are Bullish on Banks' Upcoming Earnings<blockquote>为什么分析师看好银行即将到来的盈利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-12 08:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At this time last year, investors were fleeing from banks. Now, analysts say the sector is one of the better bets on Wall Street.</p><p><blockquote>去年这个时候，投资者纷纷逃离银行。现在，分析师表示，该行业是华尔街更好的投资之一。</blockquote></p><p> Bank stocks, as measured by the SPDR S&P Bank ETF (ticker: KBE), are up 25% this year, outpacing the 8% gain in the S&P 500. The sector has been helped by improving economic conditions and the steepening yield curve but analysts see even more levers for growth.</p><p><blockquote>以SPDR S&P Bank ETF（股票代码：KBE）衡量的银行股今年上涨了25%，超过了标普500 8%的涨幅。该行业受益于经济状况改善和收益率曲线陡峭，但分析师认为增长杠杆更大。</blockquote></p><p> “We’re only halfway through the rally,” Matt O’Connor, analystDeutsche Bank,wrote in a recent note. He sees earnings per share increasing by as much as 20% in 2023 and 2024 and stocks gaining as much as 50% over the next two to three years. Banks will continue to benefit from the things that have helped them this year, but O’Connor also expects that loan growth will be a driver of results in the back half of the year as the economy is on even firmer footing. He went on to note that a 10% jump in loan growth adds roughly 8% to banks’ earnings. The sector generally needs to see a full percentage point increase in interest rates to see a similar impact to earnings.</p><p><blockquote>德意志银行分析师马特·奥康纳在最近的一份报告中写道：“我们的反弹仅进行了一半。”他预计2023年和2024年每股收益将增长20%，未来两到三年股价将上涨50%。银行将继续受益于今年帮助它们的事情，但奥康纳还预计，随着经济基础更加稳固，贷款增长将成为下半年业绩的驱动力。他接着指出，贷款增长10%会使银行盈利增加约8%。该行业通常需要看到利率上升整整一个百分点，才能对盈利产生类似的影响。</blockquote></p><p> The banks O’Connor likes most areBank of America(BAC),Citizens Financial(CFG),JPMorgan Chase(JPM), M&T Bank (MTB),Truist Financial(TFC),U.S. Bancorp(USB), and Wells Fargo(WFC).</p><p><blockquote>奥康纳最喜欢的银行是美国银行(BAC)、公民金融(CFG)、摩根大通(JPM)、M&T银行(MTB)、Truist Financial(TFC)、美国银行。合众银行(USB)和富国银行(WFC)。</blockquote></p><p> Deutsche Bank isn’t the only shop taking a positive view on the big banks.Goldman Sachsalso issued a bullish note on the sector. With big banks set to report earnings next week, analysts at Goldman Sachs said they expect executives to strike an optimistic tone for this year and next.</p><p><blockquote>德意志银行并不是唯一一家对大银行持积极看法的银行。高盛也发布了对该行业的看涨报告。随着大银行将于下周公布财报，高盛分析师表示，他们预计高管们将对今明两年采取乐观态度。</blockquote></p><p> Working in the sector’s favor is the expectation of strong reserve releases and excess capital return. Last year banks added billions to their reserves in the expectation of looming credit losses but with the economy recovering better than expected,those releases could soon be released into earnings. Banks also faced restrictions on buybacks and dividend payouts last year as the Federal Reserve wanted banks to conserve capital during the downturn.But the Fed last month said it was looking to ease those restrictions subject to how the banks perform in their annual stress tests.</p><p><blockquote>对该行业有利的是对强劲储备释放和超额资本回报的预期。去年，由于预期信贷损失迫在眉睫，银行增加了数十亿美元的准备金，但随着经济复苏好于预期，这些释放的准备金可能很快就会释放到收益中。由于美联储希望银行在经济低迷时期保存资本，银行去年还面临回购和股息支付的限制。但美联储上个月表示，正在寻求放松这些限制，具体取决于银行在年度压力测试中的表现。</blockquote></p><p> Goldman Sachs’ top picks are Morgan Stanley (MS),Bank of America (BAC), andCitigroup(C).</p><p><blockquote>高盛的首选是摩根士丹利（MS）、美国银行（BAC）和花旗集团（C）。</blockquote></p><p> JPMorgan, Wells Fargo, and Goldman Sachs are set to report earnings next Monday. The other big banks will follow later in the week.</p><p><blockquote>摩根大通、富国银行和高盛将于下周一公布财报。其他大银行将在本周晚些时候跟进。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-analysts-are-bullish-on-banks-upcoming-earnings-51617663295?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/why-analysts-are-bullish-on-banks-upcoming-earnings-51617663295?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101970793","content_text":"At this time last year, investors were fleeing from banks. Now, analysts say the sector is one of the better bets on Wall Street.\nBank stocks, as measured by the SPDR S&P Bank ETF (ticker: KBE), are up 25% this year, outpacing the 8% gain in the S&P 500. The sector has been helped by improving economic conditions and the steepening yield curve but analysts see even more levers for growth.\n“We’re only halfway through the rally,” Matt O’Connor, analystDeutsche Bank,wrote in a recent note. He sees earnings per share increasing by as much as 20% in 2023 and 2024 and stocks gaining as much as 50% over the next two to three years. Banks will continue to benefit from the things that have helped them this year, but O’Connor also expects that loan growth will be a driver of results in the back half of the year as the economy is on even firmer footing. He went on to note that a 10% jump in loan growth adds roughly 8% to banks’ earnings. The sector generally needs to see a full percentage point increase in interest rates to see a similar impact to earnings.\nThe banks O’Connor likes most areBank of America(BAC),Citizens Financial(CFG),JPMorgan Chase(JPM), M&T Bank (MTB),Truist Financial(TFC),U.S. Bancorp(USB), and Wells Fargo(WFC).\nDeutsche Bank isn’t the only shop taking a positive view on the big banks.Goldman Sachsalso issued a bullish note on the sector. With big banks set to report earnings next week, analysts at Goldman Sachs said they expect executives to strike an optimistic tone for this year and next.\nWorking in the sector’s favor is the expectation of strong reserve releases and excess capital return. Last year banks added billions to their reserves in the expectation of looming credit losses but with the economy recovering better than expected,those releases could soon be released into earnings. Banks also faced restrictions on buybacks and dividend payouts last year as the Federal Reserve wanted banks to conserve capital during the downturn.But the Fed last month said it was looking to ease those restrictions subject to how the banks perform in their annual stress tests.\nGoldman Sachs’ top picks are Morgan Stanley (MS),Bank of America (BAC), andCitigroup(C).\nJPMorgan, Wells Fargo, and Goldman Sachs are set to report earnings next Monday. The other big banks will follow later in the week.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":528,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/342199746"}
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