Bank Brunch/BYLAN USD covered, Swedbank, first bank CSRD disclosures, ...

Bayerische Landesbank back after a decade in USD covered, Swedbank: lower excess capital may open up room for Tier 2 issuance, Banks' first CSRD disclosures: it's a messy start, ECB warns, again, about private markets interconnectedness with banks

Bank Brunch/BYLAN USD covered, Swedbank, first bank CSRD disclosures, ...

Bayerische Landesbank back after a decade in USD covered, Swedbank: lower excess capital may open up room for Tier 2 issuance, Banks' first CSRD disclosures: it's a messy start, ECB warns, again, about private markets interconnectedness with banks.

CMD - A non-event for the shares

Nordic banks – Statistical update – Swedish bankruptcies May 2025

Nordic banks – Statistical update – Finnish lending April 2025

CMD - Clarity on capital unlikely

Nordic banks – Statistical update – Swedish lending, April 2025

Nordic banks – Statistical update - Danish lending April 2025

Nordic banks – Statistical update – Norwegian lending April 2025

Swedbank AB: 1 director

A director at Swedbank AB bought 167,000 shares at 248.878SEK and the significance rating of the trade was 100/100. 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 clearl...

SBAB - Meeting the Head of Treasury

Swedbank (Hold, TP: SEK240.00) - NII could see a soft landing

NII could see a soft landing

Nordic banks – Statistical update – Swedish bankruptcies April 2025

Swedbank (Hold, TP: SEK240.00) - NII defying rate cut gravity

The Q1 result was solid, with ROE above 15%, NII holding up better than feared and solid cost control. We are puzzled by the relatively mild NII decline so far since rate cuts began circa a year ago, but find it increasingly likely that it will be less dramatic than we previously thought. Still, we find the NII outlook as rather uncertain, see downside risk to consensus revenues, and expect the ROE to fall below 15% next quarter. We reiterate our HOLD, but have raised our 2025–2027e EPS by 3–6% ...

Nordic banks – Statistical update - Danish lending March 2025

Nordic banks – Statistical update - Norwegian lending March 2025

Nordic banks – Statistical update – Finnish lending, March 2025

Q1'25: Encouraging signs on costs

Nordic banks – Statistical update – Swedish lending, March 2025

Q1'25: Largely in line - minor revisions