Bankinter S.A.: 2 directors

A director at Bankinter S.A. sold 12,733 shares at 10.500EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/24/2025

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/01/2025

Bankinter : Q4 2024 validating guidance and a somewhat confident 2025 ...

Bankinter : T4 2024 validant les guidances & update 2025 assez confian...

BANKINTER: MENSAJES DE LA CONFERENCE CALL RDOS. 4T’24 (ANÁLISIS BANCO ...

De la conference call de Rdos. 4T’24 destacamos un guidance 2025 positivo que prevé un crecimiento sin cuantificar del BDI en 2025 vs nuestra estimación más pesimista de -17% y -5% el consenso:

BANKINTER: 4Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'24 vs. 4Q'23 Results NII: € 550 M (-4.3% vs. -5.1% BS(e) and -3.6% consensus); Total Revenues: € 750 M (+14.4% vs. +9.2% BS(e) and +12.3% consensus); Operating Income: € 441 M (+21.9% vs. +13.1% BS(e) and +19.4% consensus); Net Profit: € 222 M (+38.6% vs. +30.7% BS(e) and +38.7% consensus). 4Q'24 vs. 3Q'24 Results NII: € 550 M (-3.2% vs. -4% BS(e) and -2.5% consensus); Total Revenues: € 750 M (+1.2% vs. -3.4% BS(e) and -0.7% consensus); Operating Income: € 441 M (-7.6% vs. -14.3% BS(e) and -9...

BANKINTER: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: M. Intereses: 550 M euros (-4,3% vs -5,1% BS(e) y -3,6% consenso); M. Bruto: 750 M euros (+14,4% vs +9,2% BS(e) y +12,3% consenso); M. Neto: 441 M euros (+21,9% vs +13,1% BS(e) y +19,4% consenso); BDI: 222 M euros (+38,6% vs +30,7% BS(e) y +38,7% consenso). Rdos. 4T'24 vs 3T'24: M. Intereses: 550 M euros (-3,2% vs -4% BS(e) y -2,5% consenso); M. Bruto: 750 M euros (+1,2% vs –3,4% BS(e) y -0,7% consenso); M. Neto: 441 M euros (-7,6% vs -14,3% BS(e) y –9,5% consenso); BDI: 22...

IBERIAN DAILY 22 JANUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: N/A. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’24 results to be released over the coming days in Spain. Trump shakes stock markets European stock markets were mixed, where the CAC continued to recover whereas the peripheral segment reported slight corrections but already seeing the direct and indirect impact from D. Trump’s initial decisions (possible tar...

INFORME SECTORIAL BANCOS EUROPA: POCO MOMENTUM SECTORIAL HASTA RDOS. 4...

Poco momentum hasta que publiquen guidance 2025 en Rdos. 4T’24. A la espera del guidance’25 en Rdos. 4T’24 reina la cautela y un apetito limitado por el sector a la espera de que se descarten escenarios muy negativos, en nuestra opinión injustificados. Nosotros esperamos una caída media de ingresos de -3,3% en 2025 (vs -1% consenso) y -10% en BDI (vs -3% consenso) para un EURIBOR de 2,18%. Creemos que queda valor en un sector holgado de capital (13,3% CET1 medio) con una yield por dividendo de ~...

IBERIAN DAILY 08 JANUARY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BANKING SECTOR. Rising debt yields once again pressure stock markets European stock markets rose early in the session but ended up reeling in part of those initial gains after a bearish opening for US markets. The main driver was the rising sovereign debt yields following the release of better US macro data and in view of investors selling bond to make room for the US treasury’s 10Y bond auction. In the STOXX 600, the best-performing sectors were once again Energy and those linked...

INFORME DIARIO 08 ENERO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SECTOR BANCOS. La escalada de la rentabilidad de la deuda vuelve a presionar las bolsas Las bolsas europeas, que subían por la mañana, acabaron cediendo parte de sus ganancias al cierre tras una apertura bajista del mercado americano. El principal catalizador fue la escalada en la rentabilidad de la deuda soberana a largo plazo, tras la publicación de unos mejores datos macro en EE.UU. y ante las ventas de bonos por parte de los inversores para ha...

INFORME DIARIO 12 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, CAIXABANK, MINOR HOTELS, SECTOR INMOBILIARIO, SECTOR SEGUROS. EUROPA: BAYER. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’24 que se publicarán en España y Europa en los próximos días. Los mercados se estabilizan En una jornada de pocos catalizadores las bolsas europeas rebotaron, compensand...

IBERIAN DAILY 12 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: BANKINTER, CAIXABANK, INSURANCE SECTOR, MINOR HOTELS, REAL ESTATE SECTOR. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. Markets stabilise In a session with few drivers, European stock markets rallied, offsetting part of the drop from the previous week. In the STOXX 600, the best-performing sectors in th...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/25/2024

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/10/2024

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Bankinter : Un T3 2024 solide malgré la baisse des taux mais toujours ...

>Opérationnel assez solide, logiquement drivé par l’amorce de pression sur les NII - Le T3 2024 de Bankinter est assez rassurant sur le plan opérationnel, même si le RN ressort légèrement en deçà des attentes (-2% vs css à 258 M€) avec, par ailleurs, la confirmation d’une situation bilancielle solide (capital, qualité d’actifs…). Sans surprise, le trimestre a été marqué par les 1ers signes tangibles de pression sur les NII après un point haut atteint au T2 (spread cli...

Bankinter : Robust Q3 2024 results despite the fall in rate but still ...

>Fairly robust operating performance, driven by the beginning of pressure on NII - Bankinter’s Q3 2024 results were fairly reassuring at the operating level even though net income fell slightly short of expectations (-2% vs consensus at € 258m) while the robust balance sheet situation was confirmed (capital, asset quality, etc.). As anticipated, the quarter was marked by the first tangible signs of pressure on NII after the peak reached in Q2 (client spread down -15bp...

BANKINTER: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23: NII: € 568 M (-0.4% vs. +0.6% BS(e) and +0.1% consensus); Total Revenues: € 741 M (+1.9% vs. +2.5% BS(e) and +1.8% consensus); Operating Income: € 478 M (-0.5% vs. +1.6% BS(e) and -0.6% consensus); Net Profit: € 258 M (-3.5% vs. -1.6% BS(e) and -3.3% consensus). 3Q'24 vs. 2Q'24: NII: € 568 M (-2.5% vs. -1.5% BS(e) and -2% consensus); Total Revenues: € 741 M (-1.5% vs. -0.9% BS(e) and -1.6% consensus); Operating Income: € 478 M (-5% vs. -3% BS(e) and --5.1% consensus); Net Profit...

BANKINTER: MENSAJES DE LA CONFERENCE CALL RDOS. 3T’24 (ANÁLISIS BANCO ...

De la conference call de Rdos. 3T’24 destacamos: