Workflow
Structural Hedge Arbitrage
icon
Search documents
Structural Hedge Arbitrage Drives Barclays’ Path To 14% RoTE (NYSE:BCS)
Seeking Alpha· 2026-02-12 13:30
I am upgrading the rating on Barclays PLC ( BCS ) stock to a Strong Buy based on a deterministic advantage within the bank's balance sheet that Wall Street has structurally undervalued (in my opinion). My current thesis depends on the repricing ofAnalyst’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 receivin ...