JPMorgan says Goldman Sachs is its top investment banking stock — and picks 7 more to buy

CNBC2021-06-28

The future of investment banking is changing, and JPMorgan has named eight stocks that it thinks will benefit. “The Investment Banking (IB) industry, in our view, is in a much better shape today ...

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精彩评论

SmallFishinS
2021-06-28
SmallFishinS
Ok
YMian
2021-06-28
YMian
Great
munzong
2021-06-28
munzong
next up:Golman Sachs says JPmorgan is its top investment banking stock
ShawnTai
2021-06-28
ShawnTai
No doubt.. Goldman Sachs is Captain of WallStreet Wolfs[吃瓜]
ACCY
2021-06-28
ACCY
Goldman Sachs and Morgan Stanley 👍
- ilovekirby:
  [Cool]
- 俊俊君:
  都买
- Huatster:
  good
Kikiooi
2021-06-28
Kikiooi
Great read
- ACCY:
  Yes
- PengsieX:
  Agree
- Eugene_Ganz:
  Nice

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Captive funds are usually described as private investments managed for a select group of people.\nIn the years since the 2008 financial crisis, investment banking revenues saw low growth as a result of regulatory headwinds leading to a reduction in capital. Now, the bank sees “most regulatory headwinds and litigation behind us,” and says the industry is positioned for “undiscounted growth.”\nHere are the bank’s top picks:\nWithin the global investment banking space, JPMorgan names its U.S. favorites asGoldman SachsandMorgan Stanley, with the former its top global investment bank pick.\n“We see GS as a contender given its agile culture, which allows it to move as a Fintech, and its strong IT platform to retain its strong market share growth momentum from Tier II players,” the bank’s analysts said in the research note.\nFor Europe, their winner is Barclays.\n“In Europe, Barclays is our preferred IB pick as we see it as a relative winner with its transaction bank providing an advantage along with its diversified IB revenue mix, allowing double-digit returns through the cycle — unlike all other European players,” the analysts wrote.\nSwiss lenderUBSis the next favorite on the list, despite the hit to its earnings earlier this year from thescandal involving Archegos Capital.\n“We see MS (Morgan Stanley) and UBS as Equity S&T (sales and trading) players” supported by their captive wealth management franchises\nIts next picks are French investment banks Societe Generale,BNP Paribas, Germany’sDeutsche Bankand Swiss lenderCredit Suisse.\nThe bank puts its long-term base case revenue assumptions at 5% per year. But it thinks these are “conservative,” given they don’t take into account things like market share gains, China opening up its capital markets, Europe’s securitization market slowly opening up, and the drive toward ESG (environmental, social and governance) changes introducing new innovations.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":127288668,"gmtCreate":1624850981354,"gmtModify":1631887179532,"author":{"id":"3566006537043882","authorId":"3566006537043882","authorIdStr":"3566006537043882","name":"SmallFishinS","avatar":"https://static.tigerbbs.com/c51afcb6f1af427421c29344227b56fe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3566006537043882"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127288668","repostId":1119512620,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":127686380,"gmtCreate":1624846222540,"gmtModify":1633948049628,"author":{"id":"3570160467058455","authorId":"3570160467058455","authorIdStr":"3570160467058455","name":"YMian","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3570160467058455"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127686380","repostId":1119512620,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":127635316,"gmtCreate":1624845729735,"gmtModify":1631890668376,"author":{"id":"3567386150476310","authorId":"3567386150476310","authorIdStr":"3567386150476310","name":"munzong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3567386150476310"},"htmlText":"next up:Golman Sachs&nbsp;says JPmorgan is its top investment banking stock","listText":"next up:Golman Sachs&nbsp;says JPmorgan is its top investment banking stock","text":"next up:Golman Sachs says JPmorgan is its top investment banking stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127635316","repostId":1119512620,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":127605441,"gmtCreate":1624845041083,"gmtModify":1631885284522,"author":{"id":"3565491333206964","authorId":"3565491333206964","authorIdStr":"3565491333206964","name":"ShawnTai","avatar":"https://static.tigerbbs.com/77e7e26e7ce7e2b25fa4a96fda2ce2b6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3565491333206964"},"htmlText":"No doubt.. 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