智通财经5月12日电，杰富瑞将法国巴黎银行目标价从95欧元下调至93欧元。 ...

法巴银行：撤离美国转向欧洲可能成为长期趋势 金十数据5月6日讯，法巴银行分析师在一份报告中说，市场走势表明，投资者确实在从美国资产转向欧 洲资产，这种趋势可能会长期持续下去。不过，这种转变可能需要很长时间才能完全显现出来，投资者 目前仍将继续在美国投资。分析师表示："有关撤离美国资产以进行分散投资的更广泛说法可能只有经 过一段时间才能得到证实。""美国国内投资者以及世界其他地区投资者对美国资产的支持可能会持续下 去。"分析师表示，稳定的美国经济数据和对贸易协议前景的乐观情绪可能会提振需求。 ...

Group 1: Company Overview - BNP Paribas is a diversified financial group offering a range of retail, corporate, and institutional banking solutions [2] - The retail banking portfolio includes digital banking, leasing, financing, loans, insurance solutions, savings, investment products, and payment cards [2] - Corporate and institutional banking solutions encompass securities services, capital markets, financing, treasury solutions, structured finance, derivatives, and risk management [3] Group 2: Technology Initiatives - The report provides insights into BNP Paribas's digital transformation strategies and innovation programs [4][6] - Overview of technology initiatives includes partnerships and product launches, detailing technology themes, objectives, and benefits [6] - Estimated ICT budgets and major ICT contracts are included, providing insights into BNP Paribas's tech operations and strategies [6] Group 3: Key Partnerships and Executives - The report highlights key partnerships with companies such as Orange SA, QuantumStreet AI, and IBM [6][8] - It also includes a network map of partnerships, investments, and acquisitions relevant to BNP Paribas [6] - Key executives involved in technology initiatives are mentioned, indicating leadership in tech strategies [6]

Core Points - The document presents the global systemically important institutions (G-SIIs) indicators for BNP Paribas Group as of December 31, 2024, according to the European Banking Authority (EBA) standards [1] - The Basel Committee on Banking Supervision (BCBS) evaluates the systemic importance of banks on a global scale [1] Measurement Methodology - The assessment of global systemic importance is based on an indicator-based measurement approach, as outlined in the BCBS methodology [2] - The indicators are calculated following specific BCBS instructions, which may not be directly comparable to other disclosed information due to the regulatory rather than accounting consolidation scope [2] Additional Information - Relevant documents regarding the assessment methodology and indicators can be accessed at the provided BIS link [3]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Today, I am back for a review of French banking giant BNP Paribas ( OTCQX:BNPQY )( OTCQX:BNPQF ) following first quarter results . Like its U.S. counterparts, BNP enters earnings season with plenty of tariff-related questions hanging over it. Unlike U.S. banks, however, BNP's ADSsI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'T ...

Financial Data and Key Indicator Changes - The company's revenues increased by 3.8% in Q1 2025, with operating divisions up 6.1%, aligning with the trajectory set for 2026 [8][10] - Net profit decreased by 4.9%, attributed to higher exceptional items in the previous year and lower contributions from the Corporate Center this quarter [12] - The cost of risk remained moderate at 33 basis points, slightly up from the previous year but still below the guidance of 40 basis points [11][43] - Common Equity Tier 1 (CET1) ratio decreased by 50 basis points quarter-on-quarter to 12.4%, stable compared to January [13][45] Business Line Data and Key Indicator Changes - Corporate and Institutional Banking (CIB) reported a record revenue growth of 12.5%, driven by a 17.3% increase in Global Markets [9][26] - Commercial Banking and Personal Banking Services (CPBS) grew by 1.2%, with Eurozone commercial banks up 0.6% year-on-year [10][28] - Investment Solutions (IPS) saw a strong growth of 6.6%, particularly in Wealth Management and Insurance [10][37] Market Data and Key Indicator Changes - Eurozone commercial banks are expected to benefit from a normalization of the yield curve, with a projected rebound in net interest income (NII) in the second half of the year [18][30] - The performance in Turkey and Poland contributed to a 19% revenue increase in the Euromed region [10][32] Company Strategy and Development Direction - The company aims for a return on tangible equity of 11.5% in 2025 and 12% in 2026, targeting over 7% group net income growth CAGR [15][16] - A new strategic plan for CPBS aims to lift the return on notional equity to a minimum of 17% by 2028 [17] - The company plans to continue efficiency efforts with an additional €600 million in cost savings for 2025 and 2026 [19][42] Management's Comments on Operating Environment and Future Outlook - Management acknowledged elevated uncertainties in the market but emphasized readiness to support clients and monitor risks closely [5][6] - The company remains confident in achieving a CAGR revenue growth of over 5% by 2026, supported by increased investment spending in Europe [20][22] Other Important Information - The company has received approval for a €1 billion share buyback program, set to launch in the second quarter [14] - The acquisition of AXA IM is expected to close in early July, which will significantly enhance the growth potential of the IPS division [38][50] Q&A Session Summary Question: On the Capital Markets Union and its impact on profitability - Management acknowledged the challenges but noted a tangible approach from the EU to facilitate capital flow, expecting progress by 2028 to 2030 [62][63] Question: On the ECB's treatment of the AXA deal - Management clarified that discussions with the ECB are ongoing regarding the classification of the AXA deal as insurance to insurance, which will influence capital treatment [65][66] Question: On Eurozone revenue momentum and NII expectations - Management expects stabilization in deposit mix and a rebound in NII, driven by repricing and redeployment of excess deposits [74][78] Question: On market volatility and its impact on business - Management noted increased trading volumes and volatility in early April, but corporate engagement remained cautious [84][85] Question: On cost expectations related to acquisitions - Management indicated that it is too early to quantify additional costs from acquisitions until the deals are closed [122] Question: On interest rate sensitivity and potential ECB policy changes - Management expressed confidence that a shift to lower interest rates would favor their business model, particularly in personal finance [95][96]

法国巴黎银行第一季度净利润29.5亿欧元，同比下降4.9%，市场预估29.7亿欧元。 第一季度营收129.6亿欧元，同比增长3.8%，市场预估129.7亿欧元。 第一季度股票交易收入11.9亿欧元，同比增长42%，市场预估10.4亿欧元。 预计全年有形股本回报率增长11.5％。 ...

法巴银行：欧盟应抵制贸易紧张局势升级的诱惑 金十数据4月8日讯，法巴银行首席经济学家拉戈说，欧盟应该避免对美国的关税进行报复，因为现代宏 观经济模型证实，报复对所有各方的结果都更糟。她在一份报告中表示："对于美国的贸易伙伴来说， 最好抵制升级的诱惑，而是加倍努力强化国内增长引擎。""欧洲在这方面处于特别有利的地位。"欧洲 央行前行长德拉基去年提出的单一市场投资计划，在国防、基础设施和能源领域得到了欧盟领导层的支 持，正是可以做到这一点，其规模超过了美国的双边贸易逆差。她说，紧张局势进一步升级有可能适得 其反。 ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 3:Veeva Systems Inc. (VEEV) : This cloud-based software provider has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.5% over the last 60 days.Veeva's shares gained 6.4% over the last three months compared with the S&P 500’s decline of 5.2%. The company possesses a Momentum Score of B.BNP Paribas SA (BNPQY) : This banking and financial products a ...