Deutsche Bank AG(DB)

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Deutsche Bank (DB) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2025-05-30 17:00
Deutsche Bank (DB) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings p ...
专访德银全球首席策略师:对美欧达成贸易协议乐观,黄金和优质债券仍是对冲风险核心资产
Di Yi Cai Jing· 2025-05-30 09:01
"因为在这个游戏里几乎没有赢家。主要受害者可能是美国经济——无论是企业还是消费者,都在承受 更高的关税负担。而这显然不是美国政府希望看到的结果。" 在美国国际贸易法院(CIT)判决特朗普关税违法之后,欧盟方面表示,欧盟贸易专员马洛什·谢夫乔维 奇(Maroš Šefcovic)与美国同行的最新一轮会谈仍将如期举行,时间和地点为下周在巴黎举行的经合 组织(OECD)部长级会议期间。 德意志银行全球首席投资策略师德克·斯特芬(Dirk Steffen)在接受第一财经专访时表示,对于美欧达 成贸易协议持乐观态度。他认为,美欧贸易冲突最终将以"务实的方式"得到解决,双方企业能够保持销 售、贸易,并促进经济增长。 针对特朗普关税带来的剧烈市场波动,斯特芬称,已将重点转向对冲策略,黄金和优质债券仍是对冲风 险的核心资产,投资者应在复杂环境中保持理性。此外,他还建议,重点关注美国科技企业盈利和德国 财政刺激计划中的相关机会。 对美欧达成贸易协议乐观 第一财经:欧洲市场目前如何定价"特朗普关税"?有无资本外流迹象? 德克·斯特芬:目前还不到"资本外流"的程度,但我们确实看到债券投资者对久期风险要求更高的溢 价,也即所谓的"期 ...
Deutsche Bank (DB) Up 5% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-05-29 16:37
It has been about a month since the last earnings report for Deutsche Bank (DB) . Shares have added about 5% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Deutsche Bank due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?An ...
德意志银行:中国追踪-聚焦国内需求
Deutsche Bank AG· 2025-05-29 14:12
Deutsche Bank Research Asia China Economics China tracker Domestic demand in focus Given the 90-day tariff truce between the US and China, market attention is expected to turn towards domestic factors, though export performance remains closely monitored. Therefore, we have incorporated a new collection of high- frequency indicators to track property market trends and government expenditure. Three key takeaways: Date 26 May 2025 Deutsche Bank AG/Hong Kong IMPORTANT RESEARCH DISCLOSURES AND ANALYST CERTIFICAT ...
Deutsche Bank Boosts Digital Transformation With Collaborations
ZACKS· 2025-05-28 16:31
Deutsche Bank (DB) has embarked on a digital transformation drive, focusing on cloud migration, artificial intelligence (AI), and automation to enhance operational efficiency and client services.In sync with this, this week, DB has collaborated with International Business Machines (IBM) and finaXai, a Singapore-based AI company.DB's Partnership With IBMDB announced that it reinforced its strategic partnership with IBM through a new license agreement, providing the former with greater access to International ...
Deutsche Bank: Outlining A Path To 12% ROTE By 2028
Seeking Alpha· 2025-05-28 04:55
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 ...
其他一级资本工具是否赎回?——从经济成本到资本市场沟通艺术的演进
Sou Hu Cai Jing· 2025-05-28 03:16
内容提要 全球其他一级资本(AT1)工具已有超5000亿美元的存量规模,发行人来自超过20个国家和地区,币种达10余个。在成熟的发达市场中,AT1在一二级市场 中的价格波动备受专业投资者的关注,这种波动往往与各类宏观经济事件和微观金融机构经营互为因果、息息相关。文章从欧洲发行主体的赎回权与决策逻 辑着眼,对AT1债券进行全面调查和分析,旨在为读者综合考量巴塞尔合规产品的经济价值、监管价值、管理价值提供思路。 一、引言 德意志银行(Deutsche Bank)近期决定不行使其备受关注的其他一级资本(Additional Tier 1,AT1)债券"XS1071551474"的赎回权,其重置票息自2025年4 月30日起生效,此举再次引发了境外资本市场的广泛讨论。在全球金融体系因地缘政治局势及央行货币政策(如美国持续的高通胀以及新一届政府引发的全 球关税纠纷)而面临更高不确定性的今天,重新探讨不赎回AT1债券和展期现象的原因显得尤为重要。特别是对于被认为"大而不能倒"的欧美系统重要性银 行而言,这类决策的制定思路远不应当是"首个赎回日即赎回"的不成文规定和重置票息的数学计算,而是经济成本、监管合规与投资者沟通之间 ...
Deutsche Bank Accelerates Digital Transformation with IBM's Software Portfolio
Prnewswire· 2025-05-27 12:00
New license agreement gives Deutsche Bank increased access to IBM's innovative software solutions to accelerate innovation, optimize operations, and enhance customer experienceFRANKFURT and EHNINGEN, Germany, May 27, 2025 /PRNewswire/ -- Deutsche Bank (Frankfurt: DBK) and IBM (NYSE: IBM) today announced a continuation of their partnership in the form of a strategic agreement that grants Deutsche Bank further access to IBM's comprehensive suite of software solutions. This includes IBM's business and IT autom ...
美国真的想消除贸易逆差?德银:简单,美元贬值40%就够了
华尔街见闻· 2025-05-24 13:33
报告指出,美元实际汇率的波动是推动美国外贸逆差的最持续驱动因素,而逆转过去15年来美元40%的实际升值幅度,可能足以使贸易逆差回归零平衡。 不过,美元大幅贬值将对全球市场产生剧烈冲击,新兴市场和出口导向型经济体将面临严重打击,从而发生全球经济衰退。 据追风交易台,德意志银行经济学家Peter Hooper在最新研究报告中提出了一个看似"简单"的消除美国贸易逆差方案——美元贬值40%。 Hooper认为,现有的关税政策虽有助于缩小逆差,但将带来价格上涨和增长放缓的痛苦代价。所以美国政府未来可能出现政策转向,放弃以关税为重点的贸易 政策。 美国贸易逆差的核心驱动因素 德银报告确定了推动美国贸易逆差达到当前水平的关键因素。报告指出, 美元实际汇率的波动是美国外贸逆差最持续的驱动因素 ,这主要由财政和货币政策 的根本性转变以及海外私人和政府储蓄变化所推动。 报告特别提到,美国对世界其他地区的逆差已扩大到前所未有的高度。特朗普上台之后,不惜推出大萧条以来最大规模的关税政策,正式为了解决这个问题。 美元40%贬值的"解决方案" 德银的关键发现是, 过去15年美元实际汇率相对于一篮子货币平均升值约40%,如果能够逆转这一升 ...
SRT市场如火如荼!传德银(DB.US)拟趁势推出30亿美元公司贷款组合风险转移交易
智通财经网· 2025-05-23 09:36
目前正在推进SRT交易的欧洲银行还包括桑坦德银行(SAN.US)、法国巴黎银行(BNPQY.US)和意大利联 合信贷银行(UNCRY.US)。值得注意的是,近期公开金融市场的波动并未显著影响市场对这类工具的需 求。 智通财经APP获悉,据知情人士透露,德意志银行(DB.US)正计划推出一项与30亿美元公司贷款组合相 关的重大风险转移(SRT)交易,此举将推动今年SRT市场规模再创新高。 知情人士表示,此次SRT交易规模约占贷款组合的8%,约2.4亿美元,涉及北美和欧洲地区的公司贷 款。该交易将纳入德银的Craft风险转移计划。 据了解,通过SRT交易,银行可在保留资产的前提下,通过购买债务保险来释放资本金。这类交易通常 向投资基金出售票据,投资者可获得超过10%的收益率,同时承诺在贷款违约时承担部分损失。 Sewing向分析师透露,SRT是德意志银行实现年底前将风险加权资产削减250亿至300亿欧元(340亿美元) 计划的工具之一,该行甚至可能"超额完成"这一目标。 随着SRT市场持续升温,今年全球发行规模或将创历史新高。专业投资机构Chorus Capital Management 预测,今年全球SRT发行 ...