I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...

Investors with an interest in Banks - Foreign stocks have likely encountered both BNP Paribas SA (BNPQY) and Erste Group Bank AG (EBKDY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companie ...

Core Viewpoint - BNP Paribas predicts an increase in US Treasury yields and that the USD will reach parity with the Euro by 2025 [1] Group 1: Economic Forecast - The report anticipates that inflation in the US will begin to rise by mid-next year due to tariff measures implemented by the Trump administration [1] - It is expected that the Federal Reserve will maintain interest rates throughout the year, projected to be between 4.25% and 4.5% [1]

Core Points - The European Central Bank has notified BNP Paribas of the outcome of the 2024 Supervisory Review and Evaluation Process (SREP) regarding capital requirements and leverage ratio for the Group [1] Capital Requirements - The Common Equity Tier 1 (CET1) requirement for BNP Paribas is set at 10.29% as of January 1, 2025, slightly up from 10.27% as of September 30, 2024, excluding Pillar 2 Guidance [2] - The CET1 requirement includes a 1.50% G-SIB buffer, a 2.50% Conservation buffer, a 1.14% Pillar 2 Requirement (P2R), and a 0.65% countercyclical buffer [2] - The Tier 1 Capital requirement is 12.09%, which includes 1.44% for the P2R [3] - The Total Capital requirement is 14.49%, with 1.84% allocated for the P2R [4] Leverage Ratio - The leverage ratio requirement for BNP Paribas is 3.85% [5] Current Ratios - As of September 30, 2024, BNP Paribas has a CET1 ratio of 12.7%, which is above the regulatory requirement, with a target of 12% by the end of 2025 [6] - The Tier 1 ratio stands at 14.7% and the Total Capital ratio at 16.7% [6] - The leverage ratio is reported at 4.4%, with a target of 4.3% by the end of 2025 [6]

Group 1 - BNP Paribas has been designated as a Global Systemically Important Bank (G-SIB) in bucket 2 based on end-2023 data [1] - The G-SIB buffer requirement for BNP Paribas remains at 1.5% of total risk-weighted assets starting from January 1, 2025, unchanged from the current level [2] - As of September 30, 2024, BNP Paribas has a CET1 ratio of 12.7%, a Tier 1 ratio of 14.7%, and a Total Capital ratio of 16.7%, indicating strong capital levels above regulatory requirements [2] Group 2 - BNP Paribas is the leading bank in the European Union, operating in 63 countries with nearly 183,000 employees, over 145,000 of whom are in Europe [3] - The Group has key positions in three main fields: Commercial, Personal Banking & Services; Investment & Protection Services; and Corporate & Institutional Banking [3] - BNP Paribas is expanding its integrated commercial and personal banking model across several Mediterranean countries, Turkey, and Eastern Europe, while maintaining a strong presence in the Americas and a growing business in Asia-Pacific [3] - The Group has implemented a Corporate Social Responsibility approach across its activities, contributing to a sustainable future while ensuring performance and stability [3]

Group 1 - BNP Paribas SA's third quarter results were poorly received by the market, leading to a decline of approximately 5% in share price on the day of the announcement [1] - The stock has experienced a disappointing year-to-date performance, with American Depositary Shares (ADSs) showing a lack of growth [1] Group 2 - The article reflects a long-term investment approach, focusing on stocks that can sustainably deliver high-quality earnings, particularly in the dividend and income sectors [1]

BNP Paribas SA (OTCQX:BNPQF) Q3 2024 Earnings Conference Call October 31, 2024 9:00 AM ET Company Participants Jean-Laurent Bonnafe - Chief Executive Officer Lars Machenil - Chief Financial Officer Conference Call Participants Tariq El Mejjad - Bank of America Azzurra Guelfi - Citi Giulia Miotto - Morgan Stanley Delphine Lee - JPMorgan Flora Bocahut - Barclays Stefan Stalmann - Autonomous Research Joseph Dickerson - Jefferies Kiri Vijayarajah - HSBC Chris Hallam - Goldman Sachs Anke Reingen - RBC Pierre Che ...

Investors with an interest in Banks - Foreign stocks have likely encountered both BNP Paribas SA (BNPQY) and National Australia Bank Ltd. (NABZY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank em ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kindly note that our content on Seeking Alpha and other platforms doesn't constitute financial advice ...

Cineberg About This Article ☑ ck Covered Analyst's rating at publication $58.51 18.11% Feb. 15, 2024 8:08 PM ET | BNP Paribas SA (BNPQF) Stock, BNPQY Stock 26.05% Mare Evidence Lab Following R&P 500 change 12.27% a save ff Share Comment (1) Following our update on Crédit Agricole S.A. (OTCPK:CRARF)(OTCPK:CRARY), today we are back to comment on BNP Paribas (OTCQX:BNPQF) (OTCQX: BNPQ Y) . Looking at the French banking sector, despite Light And Shadow, we maintained a Tactical Buy raing staus on DNP. This was ...