Yield Curve Normalization, Cheap Valuation, EPS Growth To Boost Banks In 2025: Truist Initiates Coverage On These 14 Regional Names
Yield Curve Normalization, Cheap Valuation, EPS Growth To Boost Banks In 2025: Truist Initiates Coverage On These 14 Regional Names
收益率曲线正常化、估值便宜、每股收益增长将推动2025年的银行：Truist启动对这14家区域型公司的覆盖
Analysts at Truist Securities initiated coverage on 24 large-cap, regional, and trust banks, as well as credit card companies. They anticipate strong earnings growth over the next two years, projecting an annual increase of 12-15% fueled by factors like improving loan growth, a steeper yield curve, and ample capital for expansion.
Truist证券的分析师们对24家大型、区域型和信托银行以及信用卡公司进行了覆盖。他们预计在未来两年内将实现强劲的盈利增长，预计年增幅为12-15%，这主要得益于贷款增长的改善、更陡的收益曲线和充足的扩展资本。
What Happened: Forecasting a favorable environment for banks in 2025 and 2026, the analysts at Truist foresee a less stringent regulatory environment, with more clarity and flexibility for banks regarding mergers and acquisitions, and the deployment of excess capital.
发生了什么：Truist的分析师预测2025年和2026年银行环境将 favorable，他们预见到监管环境将不那么严格，银行在合并和收购方面将有更多的明确性和灵活性，以及多余资本的运用。
The note highlighted that the banking stocks were de-rated during the first...
该通知强调，在特朗普执政初...
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