Bank of India, Indian Bank, Punjab National Bank, the largest in this group, reported deposits of Rs 15.97 lakh crore, up 8.32% from a year earlier, while gross advances grew faster at 10.15% to Rs 11.67 lakh crore. Bank of India and Indian Bank posted double-digit growth in both deposits and advances, with loans rising 15.07% and 14.5%, respectively, compared with deposit growth of 12–13%.According to “Mirroring sectoral trends, credit growth for our coverage universe of 17 banks should pick up to 11.8% Y ...

Key Takeaways BOKF shares rose 17.9% in six months, outperforming the industry and its close peers.Earnings estimates for 2025 and 2026 have been revised upward, reflecting analyst optimism.Strong loan growth, improving asset quality and strategic expansions support BOKF's growth outlook.Over the past six months, shares of BOK Financial Corporation (BOKF) have rallied 17.9% compared with the industry’s growth of 3%. The stock also outperformed its peers, First Horizon Corporation (FHN) and Cullen/Frost Bank ...

Core Insights - Investing in value-driven stocks is a prudent strategy for long-term investors, emphasizing the importance of patience, disciplined research, and recognizing intrinsic value versus market price [1][2]. Company Analysis: Coca-Cola - Coca-Cola is recognized as a quintessential value stock, favored for its predictability, competitive advantages, and consistent shareholder returns [6][7]. - The company has increased its dividend for 63 consecutive years, offering a reliable yield of approximately 2.9% [7]. - In Q3 2025, Coca-Cola's net revenue rose 5% year over year to $12.5 billion, with net income surging 30% to $3.7 billion, maintaining a gross profit margin of over 61% [9]. - Coca-Cola is diversifying into high-growth areas such as energy drinks and ready-to-drink alcoholic beverages, with significant revenue generation from emerging markets [10][11]. Company Analysis: Bank of America - Bank of America is characterized as a classic value stock, benefiting from its massive scale and defensive nature, with a history of reliable shareholder returns [12][13]. - The bank has consistently paid dividends for decades, currently yielding about 2% [13]. - In Q3, Bank of America reported total revenue of $28.1 billion, an 11% increase year over year, with net income rising 23% to $8.5 billion [15][16]. - The provision for credit losses decreased by approximately 13% from the prior year, indicating improving asset quality [16].

The Competition Commission of India (CCI) has approved Blackstone’s plan to pick up a 9.99% stake in Federal Bank via warrants. The US-based private equity giant will invest through its affiliate, Asia II Topco XIII, which will subscribe to warrants that can be converted into an equal number of fully paid equity shares of Federal Bank, the CCI said in a statement. Once all the warrants are exercised, Asia II Topco XIII will own 9.99% of Federal Bank’s paid-up share capital on a fully diluted basis. Und ...

Japan’s Mitsubishi UFJ Financial Group’s consolidated subsidiary MUFG Bank has signed an investment agreement with India’s non-banking financial company (NBFC) Shriram Finance to subscribe to a preferential allotment of 20% equity shares in Shriram Finance. The total investment, valued at around Rs396.2bn (about $4.3bn), is subject to regulatory approval. The investment agreement was reached between MUFG Bank, Shriram Finance, and its major shareholders, Shriram Ownership Trust and Shriram Capital Priva ...

CHARLOTTE, N.C., Dec. 17, 2025 /PRNewswire/ -- Ally Financial Inc. (NYSE: ALLY) has scheduled the release of its fourth quarter and full year 2025 financial results for Wednesday, January 21, 2026, at approximately 7:30 a.m. ET. The results will be available on the Ally Press Room website (http://media.ally.com). Ally will host a conference call at 9 a.m. ET to review the company's performance. You may listen to the call via webcast or dial-in. The webcast will be live on Ally's Investor Relations website ...

Core Insights - LHV Group reported increased profits and business volumes in November, with a consolidated net profit of EUR 11.9 million and a return on equity of 19.3% [2][7] - The loan portfolio grew by EUR 94 million to EUR 5.38 billion, while deposits rose by EUR 155 million to EUR 7.66 billion [1][7] - The number of customers at LHV Pank increased by 2,875, reaching a total of 489,000 [3][8] Financial Performance - Consolidated net profit for November was EUR 11.9 million, with contributions from subsidiaries: AS LHV Pank (EUR 11.4 million), LHV Bank Ltd (EUR 0.9 million), AS LHV Varahaldus (EUR 0.2 million), and AS LHV Kindlustus (EUR 0.04 million) [2] - The loan portfolio of LHV Pank reached EUR 4.65 billion, with a monthly increase of EUR 40 million [3] - LHV Bank in the UK saw loan volumes increase by EUR 55 million, bringing the total loan portfolio to EUR 728 million [4] Customer and Deposit Growth - The total number of customers for LHV Pank reached 489,000, with a deposit volume of EUR 6.64 billion [3][8] - LHV Bank's total deposits increased by EUR 119 million to EUR 1.20 billion [4] Fund Performance - LHV Varahaldus funds showed modest performance with increases of 0.6% and 0.3% for the largest funds, while the pension fund Indeks rose by 0.9% [5] Insurance Operations - LHV Kindlustus signed new insurance contracts worth EUR 3.3 million, with approximately 298,000 contracts in force by the end of November [6] - The net expense ratio for LHV Kindlustus was 30.7%, influenced by a sales campaign that boosted growth in motor insurance [6] Year-to-Date Performance - LHV Group's net income for the year is EUR 8.7 million below the financial plan, while the loan portfolio and deposits exceed the plan by EUR 114 million and EUR 168 million, respectively [7]

12 December 2025 | 9:49PM HKT Equity Research CHINA BANKS Nov TSF growth masks underlying loan weakness New TSF and loan growth in Nov 2025 recorded Rmb 2.5/0.4tn, vs. Rmb 2.3/0.6tn in Nov 2024. Outstanding balances expanded by 8.5%/6.4% yoy, vs. 8.5%/6.5% in Oct 2025. Key takeaways include: 1. New TSF in November was Rmb 2.5tn, vs. Rmb 2.3tn in Nov 2024, mainly supported by: 1) corporate bond issuance rose by Rmb 417bn mom, vs. Rmb 238bn in Nov 2024, and 2) Trust loans / banks acceptances increased by Rmb ...

Core Viewpoint - Columbia Banking System (COLB) is focusing on relationship deposits, funding mix shifts, and fee growth to protect its net interest margin (NIM) as the interest rate cycle changes [1] Group 1: NIM and Financial Performance - Columbia Banking's NIM improved to 3.84% in 3Q25 from 3.56% a year ago, with expectations of NIM being "just north of" 3.90% in 4Q25 and 1Q26 [2] - The bank's deposits are granular and diversified, with a focus on full-relationship funding and proactive repricing, targeting deposit betas around 50% for rate cuts to support NIM expansion [3][9] - Columbia Banking is expected to manage down $8 billion of inherited transactional loans over approximately eight quarters starting from 3Q25, reallocating towards relationship commercial and industrial (C&I) and owner-occupied commercial real estate (CRE) [5] Group 2: Strategic Initiatives and Synergies - The merger with Pacific Premier has increased cross-selling opportunities, generating over 1,200 referrals since closing, which has contributed to deposit inflows [4][9] - Management's near-term focus includes cost normalization after systems work in 1Q26 and achieving full synergy capture by 3Q26 [1] Group 3: Market Position and Competitors - Columbia Banking currently holds a Zacks Rank 3 (Hold), indicating a balanced outlook, with key points to monitor including the 1Q26 system conversion and quarterly NIM outcomes [6] - Key peers include East West Bancorp (Zacks Rank 2) and Zions Bancorporation (Zacks Rank 2), both of which are experiencing varying impacts on their NIM due to market conditions [7][8]

The Commonwealth Bank of Australia (ASX: CBA) share price had a rough month in November. Here’s how it performed compared to the ASX 200 (ASX: XJO).Last month, the ASX 200 declined by 3%, but the ASX bank share declined by much more.The Commonwealth Bank share price dropped 11%, which was significant underperformance and a large drop for the ASX’s biggest business.During the month, the ASX bank share reported its update for the first quarter of FY26, so let’s see what was unimpressive about it.Disappointing ...