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住信SBIネット銀---続伸、BaaSの強みを評価して米系証券が買い推奨

Sumitomo Trust and SBI Net Silver --- continues to rise, as the strengths of BaaS are evaluated, and a U.S. securities firm recommends Buy.

Fisco Japan ·  Dec 24, 2024 00:21

The Sumitomo Mitsui Trust SBI Net Bank <7163> continues to rise. Jefferies Securities has started coverage on two online banks, giving this bank an investment rating of "buy" with a Target Price of 4,700 yen. It seems that the online bank can continue to maintain its advantage over traditional banks because it can reduce store costs. Furthermore, as a frontrunner in BaaS, it is evaluated more favorably than Rakuten Bank due to the potential for significant expansion of the service. It is also estimated that a 0.25% increase in interest rates would benefit its operating profit by 34%.

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