Goldman Sachs' Strong Q2 Performance Boosts Confidence in Future Returns, Says JP Morgan Analyst
Goldman Sachs' Strong Q2 Performance Boosts Confidence in Future Returns, Says JP Morgan Analyst
JP Morgan analyst Kian Abouhossein presented their take on The Goldman Sachs Group, Inc. (NYSE:GS) second-quarter FY24 earnings results reported today.
JP Morgan的分析师Kian Abouhossein在今天发布的高盛第二财季FY24业绩报告中提出了他们的看法(NYSE:GS)。
The bank reported revenue of $12.730 billion, beating the consensus of $12.456 billion, and GAAP EPS of $8.62, beating the consensus of $8.35.
该银行报告的营业收入为$12.73亿，超出了$12.456亿的共识，GAAP每股收益为$8.62，超出了$8.35的共识。
The analyst stated that Goldman Sachs' reported EPS of $8.62 is 5% above their estimate of $8.24. The bank's $3.5 billion share buyback during the quarter significantly exceeded JPMorgan's $1 billion, the analyst noted.
该分析师指出，高盛报告的每股收益为8.62美元，比他们的估计8.24美元高5%。该银行本季度的35亿美元的股票回购显著超过了摩根大通的10亿美元，该分析师指出。
Abouhossein added that despite the buyback occurring before the Fed Stress Test results, which raised the SCB by 90bps to 6.4% and set a 13.9% Standardized CET1 ratio requirement from October 2024, strong earnings generation offers confidence in future capital returns.
Abouhossein补充说，尽管回购发生在联储压力测试结果出来之前，使SCb（支柱二）上涨了90个基点至6.4%，并从2024年10月起设置了13.9%的标准化CET1比率要求，但强劲的收益表现给未来资本回报带来了信恳智能。
However, uncertainty remains regarding the finalization of Basel 3 regulations, noted the analyst.
然而，该分析师指出，巴塞尔3条例的最终确定仍存在不确定性。
Abouhossein anticipates low-single-digit EPS upgrades to consensus for 2024. The analyst has rated the stock Overweight.
Abouhossein预计2024年对共识的每股收益进行低个位数的升级。该分析师对该股票给予超配评级。
Investors can gain exposure to the stock via IShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSE:IAI) and Invesco KBW Bank ETF (NASDAQ:KBWB).
投资者可以通过iShares美国券商和证券交易所ETF(IAI)和景顺KBW银行ETF(KBWB)来获得该股票的涨幅。
Also Read: Goldman Sachs Targets Asia's Fast-Growing Economies With New $2B Private Equity Fund: Report
此外阅读：高盛瞄准亚洲快速增长经济体，新成立20亿美元的股权投资基金：报告
Price Action: GS shares are up 1.22% at $485.73 at the last check Monday.
截至上周一最后一次检查，GS股票上涨1.22%，报485.73美元。
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