Why Analysts Are Bullish on Banks' Upcoming Earnings

Barrons2021-04-12

At this time last year, investors were fleeing from banks. Now, analysts say the sector is one of the better bets on Wall Street. Bank stocks, as measured by the SPDR S&P Bank ETF (ticker: KBE), are ...

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精彩评论

LeeKim
2021-04-12
LeeKim
Like and comment pls! 🙏🏼
chriscf89
2021-04-12
chriscf89
Gogo!
MarketPulse
2021-04-12
MarketPulse
Citigroup!
kareayam
2021-04-12
kareayam
I am not sure of this sentiment [惊讶]
Oth
2021-04-12
Oth
Interesting read👍🏻
Teckbee
2021-04-12
Teckbee
👍

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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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/why-analysts-are-bullish-on-banks-upcoming-earnings-51617663295?mod=RTA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://www.barrons.com/articles/why-analysts-are-bullish-on-banks-upcoming-earnings-51617663295?mod=RTA","article_id":"1101970793","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1101970793","pubTimestamp":1618188556,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"At this time last year, investors were fleeing from banks. 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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.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":342532528,"gmtCreate":1618230499764,"gmtModify":1634294310790,"author":{"id":"3577157753646357","authorId":"3577157753646357","name":"LeeKim","avatar":"https://static.tigerbbs.com/19732b3147dce26211e57be67792bc00","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577157753646357","authorIdStr":"3577157753646357"},"htmlText":"Like and comment pls! 🙏🏼","listText":"Like and comment pls! 🙏🏼","text":"Like and comment pls! 🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342532528","repostId":1101970793,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":342533897,"gmtCreate":1618230081719,"gmtModify":1634294313180,"author":{"id":"3571872446256788","authorId":"3571872446256788","name":"chriscf89","avatar":"https://static.tigerbbs.com/c4ed19236bd81f6b2d8ef0433991b5bb","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3571872446256788","authorIdStr":"3571872446256788"},"htmlText":"Gogo!","listText":"Gogo!","text":"Gogo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342533897","repostId":1101970793,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":342591807,"gmtCreate":1618229157509,"gmtModify":1634294319202,"author":{"id":"3577347851898435","authorId":"3577347851898435","name":"MarketPulse","avatar":"https://static.tigerbbs.com/d6b16f1b86e7977d1bb375d78b71b51d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577347851898435","authorIdStr":"3577347851898435"},"htmlText":"Citigroup!","listText":"Citigroup!","text":"Citigroup!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342591807","repostId":1101970793,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":342272036,"gmtCreate":1618227240125,"gmtModify":1634294328847,"author":{"id":"3574924540403487","authorId":"3574924540403487","name":"kareayam","avatar":"https://static.tigerbbs.com/76c77978f4b287e714563b2757b7a227","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3574924540403487","authorIdStr":"3574924540403487"},"htmlText":"I am not sure of this sentiment&nbsp;[惊讶]&nbsp;","listText":"I am not sure of this sentiment&nbsp;[惊讶]&nbsp;","text":"I am not sure of this sentiment [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342272036","repostId":1101970793,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":342279107,"gmtCreate":1618226668009,"gmtModify":1634294331985,"author":{"id":"3578186664858461","authorId":"3578186664858461","name":"Oth","avatar":"https://static.tigerbbs.com/578077ea2cc172eef71dee1ec37d3e31","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578186664858461","authorIdStr":"3578186664858461"},"htmlText":"Interesting read👍🏻","listText":"Interesting read👍🏻","text":"Interesting read👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342279107","repostId":1101970793,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":342245435,"gmtCreate":1618226152027,"gmtModify":1634294333805,"author":{"id":"3575420065240386","authorId":"3575420065240386","name":"Teckbee","avatar":"https://static.tigerbbs.com/f6f156067aa7b580a64673cf2e93b9ac","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3575420065240386","authorIdStr":"3575420065240386"},"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342245435","repostId":1101970793,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":90,"commentSize":23,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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