荷兰国际集团(ING)
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Gold rally is just getting started, Fed cuts will drive prices above $2,700 in 2025 – ING's Manthey
KITCO· 2024-09-10 23:09
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...
ING Groep: There Are Better Income Alternatives In The European Banking Sector
Seeking Alpha· 2024-08-21 23:50
Imladris01 ING Groep N.V. (NYSE:ING) has reported recently its Q2 earnings, showing that rates have turned now into a headwind for business growth. This is yet reflected in its premium valuation. Thus, I'm not particularly bullish on its shares, and from an income perspective, there are better options in the European banking sector. As I've covered in previous articles, I see ING as a quality bank in Europe due to its strong fundamentals and high-dividend yield. This has led to a strong share price rally ov ...
Gold will maintain its upward momentum as Fed cuts, sovereign buying, ETF flows support prices – ING's Manthey
KITCO· 2024-08-09 23:06
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...
ING Groep(ING) - 2024 Q2 - Earnings Call Transcript
2024-08-01 18:18
财务数据和关键指标变化 - 净利息收入保持稳健,较上一季度有所增加,尽管受会计不对称负面影响 [20][21][23] - 费用收入同比大幅增长,达到近10亿欧元的新高,主要由于零售银行业务的结构性增长 [26][27] - 风险成本仍低于周期平均水平,贷款质量保持良好 [32][33] - 权益回报率达到14%,有信心全年权益回报率将超过12% [15] 各条业务线数据和关键指标变化 - 零售银行业务贷款和存款均实现强劲增长,特别是抵押贷款在各市场均有增长 [24][25] - 批发银行业务贷款增长被贷款出售所抵消,以提高资本效率 [24][44] 各个市场数据和关键指标变化 - 荷兰市场抵押贷款新增市场份额超过16%,体现了公司在数字渠道和经纪人关系的优势 [42][43] - 比利时和德国市场抵押贷款增长仍较缓慢,但公司在这些市场表现良好 [42][43] - 波兰和意大利市场贷款增长较快,反映了经济逐步改善 [83] 公司战略和发展方向及行业竞争 - 公司坚持"Growing the Difference"战略,通过提升客户体验和数字化能力来获取增长机会 [8][17][99] - 公司在多个市场保持领先地位,并持续投资提升客户体验和数字化能力 [16][17][99] 管理层对经营环境和未来前景的评论 - 管理层对贷款和存款增长前景保持乐观,认为市场正在逐步恢复 [42][43][44][83] - 管理层表示将根据市场情况灵活调整存款定价策略,在获客和收益之间平衡 [116][117][118] 其他重要信息 - 公司宣布派发中期股息,年化股息收益率已超过13% [13] - 公司将于第三季度结果公布时更新资本目标水平的后续计划 [15] - 公司将继续采取风险转移等措施来管理临时性模型调整带来的风险加权资产影响 [119][120][121] 问答环节重要的提问和回答 问题1 **Benoit Petrarque 提问** 对贷款和存款净利息收入的前景判断 [39][40][41] **Steven van Rijswijk 回答** 对贷款和存款净利息收入前景的看法 [42][43][44][45] 问题2 **Giulia Miotto 提问** 各国市场利差情况 [50][51][52][53][54][55][62][63][64][65] **Steven van Rijswijk 和 Tanate Phutrakul 回答** 对各国市场利差的评论 [52][53][54][55][62][63] 问题3 **Tarik El Mejjad 提问** 存款定价竞争情况 [67][68] **Steven van Rijswijk 回答** 对存款定价策略的说明 [70][71]
ING Groep(ING) - 2024 Q2 - Earnings Call Presentation
2024-08-01 16:25
Strong results confirming our ability to accelerate growth, increase impact and deliver value 2Q2024 ING Group 1 August 2024 Recap of our recent Capital Markets Day ING is a highly successful bank, with a unique DNA and a strong track record Operating in attractive markets with enormous untapped potential Continuing to accelerate growth, increase impact and deliver value Aiming to be the best European bank for customers, employees, planet & society, and shareholders 2 Accelerating growth with continued stro ...
ING Groep (ING) is a Great Momentum Stock: Should You Buy?
ZACKS· 2024-07-20 01:01
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
Gold will gain through Q4 on sovereign, safe haven buying, Fed rate cut would magnify the move – ING's Manthey
KITCO· 2024-07-09 00:25
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...
ING to Provide Sustainability Linked Revolving Credit Facility for Lafayette Square
Prnewswire· 2024-06-25 20:16
MIAMI and NEW YORK, June 25, 2024 /PRNewswire/ -- Lafayette Square USA, Inc. ("Lafayette Square"), a business development company, announced today that it has entered into a new hybrid credit facility with ING Capital LLC ("ING"). The facility will be secured by a combination of Lafayette's Square's portfolio and the unused capital commitments of its investors and will support Lafayette Square's direct lending activities, with a primary focus on first lien senior secured loans. The credit facility, which ma ...
ING Groep(ING) - 2024 Q1 - Earnings Call Presentation
2024-06-24 22:39
Strong commercial performance led to an excellent start of the year 1Q2024 ING Group 2 May ...
ING (ING) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2024-06-18 01:01
文章核心观点 - 公司的盈利前景改善,引发了股票评级的上调[4][6] - 盈利预测的变化是影响股价的最强大力量[5] - 机构投资者会根据盈利预测来计算公司股票的合理价值,从而推动股价变动[5] - 公司盈利预测的上升意味着基本面的改善,投资者应该推动股价上涨以体现这一改善趋势[6] 根据相关目录分别进行总结 盈利预测变化对股价的影响 - 盈利预测的变化与股价走势高度相关,是影响股价的最强大力量[5] - 机构投资者会根据盈利预测来计算公司股票的合理价值,从而推动股价变动[5] ING公司的盈利预测变化 - ING公司2024财年每股收益预期为2.01美元,同比下降9.5%[9] - 过去3个月内,ING公司的盈利预测值上升了3.6%[10] Zacks评级体系 - Zacks评级体系根据盈利预测变化将股票划分为5个等级,其中评级最高的前5%为"强烈买入"[8][11] - 评级为"强烈买入"的股票在未来有望取得超越市场的收益[11] - ING公司被评为Zacks 1级别(强烈买入),位于前5%[13]