BankNordik P/F

  • TickerBNORDIK
  • ISINFO0000000088
  • ExchangeNasdaq Nordic Copenhagen
  • SectorBanks
  • CountryFaroe Islands

Analysts

Mads Thinggaard

BankNordik - Early FSA decision on MREL

The MREL requirement is set at 30.5% for BN Faroese politicians have not yet made their stand Bad MREL outcome could get the M&A ball rolling

Jan Erik Gjerland ...
  • Mads Thinggaard
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - ABGSC's 2nd Danish mortgage bank seminar - key slides and our conclusions

Higher mortgage bank income today will likely lead to lower income tomorrow The EU adaption of Basel IV could become quite harsh – but is not set in stone In our view, it would make sense for the sector to re-price mortgages on a 1-2 year horizon

Aksel Øverland Engebakken ...
  • Bengt Jonassen
  • Casper Blom
  • Erik Moberg
  • Haakon Amundsen
  • Mads Thinggaard
  • Martin Melbye
  • Morten Raunholt Eismark
  • Patrik Brattelius

Talking Points - Orsted (Hold): Turning winds?

Multiconsult (Hold) Preview: Q3 not exciting, but CMD could be Lower load factor assumptions drive down estimates Target down to DKK 590 (620); reiterate HOLD

Mads Thinggaard

BankNordik - Rolling out deposit repricing

Could reprice retail deposits across markets High CET1 could pave the way for new dividend policy Reiterate BUY and our TP of DKK 135

Jan Erik Gjerland ...
  • Jonas Bru Lien
  • Mads Thinggaard
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic banks – Statistical update - Danish lending September 2019

Total lending was up 3.0% y-o-y (corporate +5.3% and retail +1.9%) and 0.2% m-o-m. Mortgage lending increased by 4.5% y-o-y (corporate lending +7.1% and retail lending +3.4%) but decreased by 0.1% m-o-m. Bank lending decreased 1.7% y-o-y (corporate lending +0.2% and retail lending -3.0%) but increased by 1.2% m-o-m.

Mads Thinggaard

BankNordik - Early FSA decision on MREL

The MREL requirement is set at 30.5% for BN Faroese politicians have not yet made their stand Bad MREL outcome could get the M&A ball rolling

Jan Erik Gjerland ...
  • Mads Thinggaard
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - ABGSC's 2nd Danish mortgage bank seminar - key slides and our conclusions

Higher mortgage bank income today will likely lead to lower income tomorrow The EU adaption of Basel IV could become quite harsh – but is not set in stone In our view, it would make sense for the sector to re-price mortgages on a 1-2 year horizon

Aksel Øverland Engebakken ...
  • Bengt Jonassen
  • Casper Blom
  • Erik Moberg
  • Haakon Amundsen
  • Mads Thinggaard
  • Martin Melbye
  • Morten Raunholt Eismark
  • Patrik Brattelius

Talking Points - Orsted (Hold): Turning winds?

Multiconsult (Hold) Preview: Q3 not exciting, but CMD could be Lower load factor assumptions drive down estimates Target down to DKK 590 (620); reiterate HOLD

Mads Thinggaard

BankNordik - Rolling out deposit repricing

Could reprice retail deposits across markets High CET1 could pave the way for new dividend policy Reiterate BUY and our TP of DKK 135

Jan Erik Gjerland ...
  • Jonas Bru Lien
  • Mads Thinggaard
  • Magnus Andersson
  • Patrik Brattelius

Powerpoint Sector Report - Nordic banks – Statistical update - Danish lending September 2019

Total lending was up 3.0% y-o-y (corporate +5.3% and retail +1.9%) and 0.2% m-o-m. Mortgage lending increased by 4.5% y-o-y (corporate lending +7.1% and retail lending +3.4%) but decreased by 0.1% m-o-m. Bank lending decreased 1.7% y-o-y (corporate lending +0.2% and retail lending -3.0%) but increased by 1.2% m-o-m.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch