将行业观点上调至有吸引力
2025-05-21 13:35
May 21, 2025 03:30 AM GMT European Banks | Europe Raising the industry view to Attractive With risks to European growth receding, we gain conviction that yield steepening will hold and NII growth will resume in 2026. We raise our estimates and now see 10% EPS CAGR 2024-27, which on 9x P/E is not priced in. We raise our industry view to Attractive. Our strategists also raise to Overweight. Gaining conviction on the curve. Post US-China de-escalation we believe risks to European growth have receded (see our E ...