European Banks After the €450 Bn Rally – Rate Cuts Vs. M&A, Buybacks: BI Replay

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Duration: 48 Minutes

Original Date: October 08, 2024

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Surging interest rates has driven a revenue-driven upgrade cycle for European banks, but the party may soon be over. ECB rates cuts of up to 150 bps over 12-months and rising impairments threaten to reverse that. Valuations at 6-7x earnings are not stretched, as surplus capital triggers M&A and share buyback opportunities.

European Banks After the €450 Bn Rally – Rate Cuts Vs. M&A, Buybacks: BI Replay

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