Deutsche Bank AG (DB) has acquired loans worth €1.67 billion ($1.77 billion) from Norddeutsche Landesbank’s (“NORD/LB”) aircraft financing portfolio of €2.75 billion. The deal is expected to close in the second half of 2024, subject to approval from the antitrust authorities.The purchase price of the deal has been kept under wraps.The loans were acquired through a competitive bidding process and are backed by commercial passenger aircraft.The loan portfolio is being taken over by DB’s Global Credit Financin ...

Deutsche Bank (DB) expanded its collaboration with Bitpanda to offer real-time payment solutions for incoming and outgoing transactions for users in Germany. This API-based account solution will give Bitpanda access to German IBANs, streamlining and improving the user experience while ensuring confidence, speed and efficiency.Bitpanda is a regulated multi-asset broker platform providing more than 2,800 selected virtual assets and indices as well as stocks, ETFs and commodities to retail investors.The deal w ...

Deutsche Bank AG (DB) benefits from a strong balance sheet position and revenue growth. Its strong liquidity profile aids sustainable capital distribution activities. However, a rise in expenses and a deterioration in credit quality are concerning.Deutsche Bank continues to benefit from its deposit balance. The metric has witnessed a 2% CAGR over the last five years (ending in 2023) and the trend continued in the first quarter of 2024. Furthermore, the bank benefits from a diverse deposit base that spans mu ...

Deutsche Bank and cryptocurrency broker Bitpanda have formed an expanded partnership in which the bank will provide real-time payment solutions for the incoming and outgoing transactions of Bitpanda customers in Germany.With this partnership, Bitpanda will have access to German International Bank Account Numbers (IBANs), enabling it to provide greater confidence, speed and efficiency to users of its digital-asset trading platform, the companies said in a Tuesday (June 4) press release.“Deutsche Bank’s commi ...

At an investor conference late last week in New York, Deutsche Bank’s (DB) chief financial officer, James von Moltke, provided segment performance updates for the second quarter of 2024. The company also stated that it is on track to achieve revenue and expense targets for this year and 2025.DB expects overall Investment Bank (IB) segment revenues to rise year over year in the second quarter of 2024, given the substantial growth in Origination & Advisory revenues. The growth in Origination & Advisory fees i ...

Deutsche Bank (DB) is set to shut down the U.S. operations of its London stockbroker subsidiary, Numis Securities. This decision comes to light as the company attempts to streamline its operations following a decrease in Numis’ estimated value.In October 2023, Deutsche Bank acquired Numis for £410 million ($500 million) and rebranded it as Deutsche Numis. However, in February 2024, it lowered the estimated value of the company by £200 million ($253 million) due to impairment charges that are often associate ...

BERLIN, GERMANY - APRIL 27: The logo of German bank Deutsche Bank hangs over one of the bank's ... [+] branches on April 27, 2015 in Berlin, (Photo by Sean Gallup/Getty Images)Getty ImagesDeutsche Bank’s stock (NYSE: DB) has gained 24% YTD, as compared to a 12% rise in the S&P500 over the same period. Further, it is currently trading at $17 per share, which is 17% above its fair value of just below $14 – Trefis’ estimate for Deutsche Bank’s valuation.Amid the current financial backdrop, DB stock has shown s ...

NEW YORK, May 16, 2024 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Deutsche Bank Aktiengesellschaft ("Deutsche Bank" or the "Company") (NYSE: DB). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Deutsche Bank and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.[Click here for information about joining the class action]On A ...

财务表现 - 德意志银行2024年第一季度的净利润为13亿欧元（14.1亿美元），同比增长10.1%[1] - 银行的净收入为78亿欧元（84.7亿美元），同比增长1%，主要得益于投资银行和资产管理部门的收入增加[3] - 非利息支出为53亿欧元（57.5亿美元），较上年同期下降3%，信贷损失准备为4.39亿欧元（4.7656亿美元），同比增长18%[4] - 投资银行的净收入为30亿欧元（32.6亿美元），同比增长13%，主要得益于固定收益和货币交易以及信贷交易收入的增加[6] - 资产管理部门的净收入为6.17亿欧元（6.698亿美元），同比增长5%，主要得益于管理费用和其他收入的增加[8] 资本状况 - 德意志银行的资本状况有喜有忧，Common Equity Tier 1资本比率为13.4%，风险加权资产为3550亿欧元（383.1亿美元），全面加载杠杆比率为4.5%[10] 股票回购 - 截至2024年4月19日，德意志银行已回购2060万股，总额为2.83亿欧元，预计将于2024年上半年完成当前回购计划，总额为6.75亿欧元[11] 未来展望 - 德意志银行的财务表现令人鼓舞，资产管理和投资银行部门的表现优于去年同期，预计净收入增加将推动未来收益增长，但担忧的是准备金的增加[12]

财务数据和关键指标变化 - 集团收入为78亿欧元,反映了业务增长和特许经营势头,特别是在资本轻资产业务领域的投资,而净利息收入比预期更具弹性 [9] - 拨备准备金仍然较高,但符合预期和之前的指引,考虑到信贷周期的位置 [10] - 有形股本回报率为8.7%,较去年同期的8.3%有所提高 [11] - 核心一级资本充足率为13.4%,使公司能够保持分红计划的进度并支持业务增长 [11] 各条业务线数据和关键指标变化 企业银行 - 业务增长强劲,与跨国企业客户签订的增量交易量同比增加5% [15] - 在2024年欧洲货币杂志贸易融资调查中排名第一,连续第7年成为西欧最佳贸易融资银行 [15] 投资银行 - 收入同比增长13%,主要受益于融资和多元化的业务组合 [49][50][51][52] - 债券发行和并购咨询收入大幅增长,市场份额提升 [52][53] 私人银行 - 资产净流入120亿欧元,连续17个季度实现净流入,资产管理总规模达6060亿欧元 [19][55] - 向高净值客户的覆盖和投资解决方案的提升推动了流入 [19] 资产管理 - 资产管理规模增加450亿欧元至9410亿欧元,创历史新高 [60] - 被动投资产品的净流入持续强劲,市场份额不断提升 [60] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司正在执行"全球银行"战略,通过投资和提升运营效率来推动收入增长和股东价值创造 [8][21][26][27] - 在资本轻资产业务、私人银行和资产管理等领域实现了强劲增长,体现了公司的特许经营实力 [21][26] - 通过提高市场份额、优化成本和提高资本效率,公司正在不断增强自身的竞争力 [15][52][53][25] 管理层对经营环境和未来前景的评论 - 公司对2024年和2025年的收入、成本和资本目标充满信心,将继续推进战略执行 [65][66][67] - 净息差表现优于预期,加上非利息收入的增长,为实现2025年32亿欧元收入目标奠定了基础 [65][76] - 成本管控有效,将继续推进效率提升措施,确保实现2024年和2025年的成本目标 [22][23][24][66] - 资本充足,有能力持续提高股东分红 [11][28] 问答环节重要的提问和回答 问题1 **Kian Abouhossein 提问** 询问2025年32亿欧元收入目标的具体实现路径,各业务线的贡献情况,以及2024年成本目标的实现假设和难点 [73][74][75] **James von Moltke 回答** - 2024年净息差表现优于预期,加上非利息收入的增长,为实现2025年32亿欧元收入目标奠定了基础 [76][77][78] - 成本目标的实现需要继续执行既有的效率提升措施,包括流程优化、基础设施整合等,虽然仍有一定通胀压力,但有信心实现 [85][86][87] 问题2 **Anke Reingen 提问** 询问资本水平的进一步优化空间,以及贷款损失准备下半年改善的依据 [89][90] **Christian Sewing 和 James von Moltke 回答** - 资本方面,公司有能力通过收益留存、股票回购等持续优化资本水平,维持在13.5%左右的目标区间 [92][93] - 贷款损失准备下半年有望改善,主要来自商业地产敞口的逐步好转,以及私人银行业务积压问题的部分逆转 [94][95][96] 问题3 **Nicolas Payen 提问** 询问2024年净息差指引是否有望超预期,以及未来一年的具体预期 [99][100] **James von Moltke 回答** - 2024年净息差有望超预期改善,可能达到3位数百万欧元的幅度,主要受益于存款利差改善、存款规模增长、贷款利差扩张等因素 [101][102] - 这种改善趋势有望延续至2025年,进一步支撑收入目标的实现 [117][118]