Hnub Monday tom qab lub tuam txhab lag luam loj tsis ua haujlwm rau hnub Friday thiab Hnub Sunday, nws yuav zoo li yog lub sijhawm coj txawv txawv los pom zoo yuav cov khoom lag luam ntawm cov tsev txhab nyiaj thiab lwm cov tuam txhab kev pabcuam nyiaj txiag, tab sis Keefe, Bruyette & Woods tau ua li ntawd, thiab txawm hais tias cov neeg siv khoom yuav tsum. yuav shares ntawm ib lub txhab nyiaj uas nws cov Tshuag tau poob ntau dua 70% hauv kev ua lag luam ua ntej hnub Monday, tom qab 34% poob rau lub lim tiam dhau los.
Cov Tshuag yog First Republic Bank
FRC,
-14.84%
ntawm San Francisco. KBW tus nqi phiaj rau FRC yog $140, uas yuav ua rau 71% nce los ntawm hnub Friday kaw ntawm $81.76.
Ua ntej tau txais mus rau KBW cov npe, qhov no yog ib qho zoo rau nco ntsoov cov nyeem hauv nws tsab ntawv xyoo rau Berkshire Hathaway Inc. cov tswv lag luam rau xyoo 1986, Warren Buffett, tus thawj coj ntawm lub tuam txhab, tau sau tias "peb tsuas yog sim ua kom ntshai thaum lwm tus neeg siab hlob thiab siab hlob thaum lwm tus ntshai."
Qhov no yog ib qho ntawm cov sij hawm thaum cov tub ua lag luam tsis sib haum xeeb yuav dhau los ua siab hlob thaum muaj kev kub ntxhov, tom qab kev ua tsis tiav ntawm Silicon Valley Bank (lub tuam txhab tseem ceeb ntawm SVB Financial Group
SIB,
-60.41%
thiab Sau Npe Txhab Nyiaj Txiag ntawm New York.
Lub lim tiam dhau los, KBW Nasdaq Bank Index
BKX,
-3.91%
poob 16%, thaum S&P 500
SPX,
-1.45%
poob 4.5%. Cov nuj nqis no suav nrog cov nyiaj faib rov qab.
Cov teeb meem kev ua tau zoo uas ua rau tsis ua haujlwm ntawm Silicon Valley Bank tau tsav los ntawm lub txhab nyiaj tsom mus rau ib qho kev lag luam: venture peev. Tab sis qhov kev ntshai kis mus rau lwm lub tsev txhab nyiaj hauv cheeb tsam, suav nrog ob qho ntawm KBW "yuav" cov npe uas Christopher McGratty, lub tuam txhab tus thawj coj ntawm US Bank tshawb fawb, hu ua "raug txim tsis ncaj ncees raws li cov tub ua lag luam nrhiav SIVB nyeem-dhau" hauv tsab ntawv tshaj tawm hnub Monday. Ob qho no suav nrog First Republic thiab Western Alliance Bancorp
WAL,
-20.88%
ntawm Phoenix. McGratty kuj tau muab daim ntawv lo "raug txim tsis ncaj ncees" rau Apollo Global Management Inc.
APO,
-10.51%,
tus thawj tswj peev hauv New York.
Cov kev cai lij choj tshiab tshaj plaws suav nrog ib qho chaw qiv nyiaj thaum muaj xwm ceev teeb tsa los ntawm tsoomfwv cov neeg tswj hwm los pab cov tsev txhab nyiaj kom tsis txhob muag kev nyab xeeb rau kev poob yog tias lawv xav tau nce nyiaj ntsuab los them cov nyiaj tso tawm. Cov neeg tswj hwm kuj tau hais tias txhua tus neeg tso nyiaj ntawm Silicon Valley Bank thiab lub txhab nyiaj kos npe ua tsis tiav ntawm New York yuav nkag mus rau lawv cov nyiaj - txawm tias uninsured deposits tshuav nyiaj li cas. First Republic Bank FRC - 14.84% (cov npe hauv qab no) tshaj tawm nws tau ruaj ntseg nyiaj txiag los ntawm Federal Reserve thiab JPMorgan Chase & Co. JPM, +2.54%.
Cov tsev txhab nyiaj tam sim no muaj peev xwm cog lus kev nyab xeeb raws li kev cog lus ua par (lossis lub ntsej muag tus nqi) rau kev qiv nyiaj los ntawm tsoomfwv cov tswj hwm qhov chaw qiv nyiaj thaum muaj xwm txheej ceev, uas txhais tau hais tias cov tsev txhab nyiaj tuaj yeem zam kev muag tsoomfwv cov nyiaj qiv nyiaj thiab qiv nyiaj qiv nyiaj rov qab los ntawm kev poob yog tias lawv xav tau nyiaj.
Nov yog 11 cov nyiaj txiag KBW pom zoo rau hnub Monday sawv ntxov, hauv tib qho kev txiav txim lawv tau teev nyob rau hauv lub tuam txhab daim ntawv tshaj tawm:
| Bank | Ticker | txoj kev xav | Tus nqi kaw - Lub Peb Hlis 10 | KBW price target | Pauv 12-hli upside tej zaum |
| Western Alliance Bancorp: koj puas xav tau ntau tus thwjtim? | WAL,
-20.88% | Phoenix | $49.34 | $85.00 | 72% |
| Thawj koom pheej Bank | FRC,
-14.84% | San Francisco | $81.76 | $140.00 | 71% |
| Tebchaws Asmeskas Bancorp | USB,
-3.97% | Minneapolis | $40.62 | $58.00 | 43% |
| SouthState Corp. | SSB,
+ 1.26% | Lub caij ntuj no Haven, Fla. | $75.72 | $55.00 | -27% |
| Teb Chaw Bancorp | ONB,
-0.37% | Evansville, Tebchaws Asmeskas | $15.96 | $22.00 | 38% |
| Apollo Global Management Inc. | APO,
-10.51% | New York | $60.29 | $88.00 | 46% |
| AGNC Investment Co., Ltd. | AGNC,
-4.59% | Bethesday, Md. | $9.97 | $11.75 | 18% |
| Tshawb Nrhiav Kev Pab Nyiaj Txiag | DFS,
-3.31% | Riverwoods, Ill. | $102.14 | $123.00 | 20% |
| American International Group Inc. | AIG,
-4.75% | New York | $53.15 | $76.00 | 43% |
| Reinsurance Group ntawm America Inc. | RGA,
-3.33% | Chesterfield, Maj. | $133.74 | $201.00 | 50% |
| American Express Co. | AXP,
-3.73% | New York | $165.70 | $201.00 | 21% |
| Sources: KBW, FactSet |
Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab, suav nrog cov xov xwm tshiab kawg.
nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm nplooj ntawv MarketWatch.
Thawj koom pheej yog ib pab pawg me ntawm cov tsev txhab nyiaj nws cov paj laum tau cog lus dhau xyoo dhau los txog rau lub quarter thib plaub. Nyob rau tib lub sijhawm, qhov hnyav ntawm cov paj laum rau kev lag luam hauv tuam txhab nyiaj hauv Asmeskas tau nce mus rau 3.37% hauv lub quarter thib plaub los ntawm 2.55% hauv lub xyoo dhau los, raws li FDIC's. Peb lub hlis twg Banking Profile.
Ntawm cov tuam txhab ntawm KBW cov npe pom zoo, McGratty hu ua US Bancorp
USB,
-3.97%,
SouthState Corp.
SSB,
+ 1.26%
thiab Old National Bancorp
ONB,
-0.37%
"Safe haven bank stocks."
Nws tau mus sau ntawv tias Thawj Tswj Hwm thiab Western Alliance Bancorp "muab qhov muaj peev xwm loj dua nyob rau lub sijhawm ze rau lub asthiv no cov haujlwm thiab lub lim tiam dhau los tseem ceeb muag tawm," tab sis tseem ceeb toom tias cov khoom lag luam no "los nrog kev pheej hmoo poob qis dua kom txog thaum cov tub ua lag luam sib koom ua ke. rov tau txais kev ntseeg siab nyob rau hauv lub tsev txhab nyiaj qhov kev tuav pov hwm kev txhawj xeeb txog kev tso nyiaj / nyiaj txiag. "
Nco tsis tau: 20 lub tsev txhab nyiaj uas tau zaum ntawm qhov muaj peev xwm kev nyab xeeb loj heev - zoo li SVB
Tau qhov twg los: https://www.marketwatch.com/story/kbw-recommends-buying-these-11-financial-stocks-including-first-republic-following-federal-backstop-for-banks-f1659174?siteid=yhoof2&yptr= yahoo
KBW pom zoo kom yuav cov 11 nyiaj txiag cov khoom lag luam, suav nrog Thawj Lub Tebchaws, tom qab tsoomfwv backstop rau cov tsev txhab nyiaj
Hnub Monday tom qab lub tuam txhab lag luam loj tsis ua haujlwm rau hnub Friday thiab Hnub Sunday, nws yuav zoo li yog lub sijhawm coj txawv txawv los pom zoo yuav cov khoom lag luam ntawm cov tsev txhab nyiaj thiab lwm cov tuam txhab kev pabcuam nyiaj txiag, tab sis Keefe, Bruyette & Woods tau ua li ntawd, thiab txawm hais tias cov neeg siv khoom yuav tsum. yuav shares ntawm ib lub txhab nyiaj uas nws cov Tshuag tau poob ntau dua 70% hauv kev ua lag luam ua ntej hnub Monday, tom qab 34% poob rau lub lim tiam dhau los.
Cov Tshuag yog First Republic Bank
-14.84%
FRC,
ntawm San Francisco. KBW tus nqi phiaj rau FRC yog $140, uas yuav ua rau 71% nce los ntawm hnub Friday kaw ntawm $81.76.
Ua ntej tau txais mus rau KBW cov npe, qhov no yog ib qho zoo rau nco ntsoov cov nyeem hauv nws tsab ntawv xyoo rau Berkshire Hathaway Inc. cov tswv lag luam rau xyoo 1986, Warren Buffett, tus thawj coj ntawm lub tuam txhab, tau sau tias "peb tsuas yog sim ua kom ntshai thaum lwm tus neeg siab hlob thiab siab hlob thaum lwm tus ntshai."
Qhov no yog ib qho ntawm cov sij hawm thaum cov tub ua lag luam tsis sib haum xeeb yuav dhau los ua siab hlob thaum muaj kev kub ntxhov, tom qab kev ua tsis tiav ntawm Silicon Valley Bank (lub tuam txhab tseem ceeb ntawm SVB Financial Group
-60.41%
SIB,
thiab Sau Npe Txhab Nyiaj Txiag ntawm New York.
Lub lim tiam dhau los, KBW Nasdaq Bank Index
-3.91%
-1.45%
BKX,
poob 16%, thaum S&P 500
SPX,
poob 4.5%. Cov nuj nqis no suav nrog cov nyiaj faib rov qab.
Cov teeb meem kev ua tau zoo uas ua rau tsis ua haujlwm ntawm Silicon Valley Bank tau tsav los ntawm lub txhab nyiaj tsom mus rau ib qho kev lag luam: venture peev. Tab sis qhov kev ntshai kis mus rau lwm lub tsev txhab nyiaj hauv cheeb tsam, suav nrog ob qho ntawm KBW "yuav" cov npe uas Christopher McGratty, lub tuam txhab tus thawj coj ntawm US Bank tshawb fawb, hu ua "raug txim tsis ncaj ncees raws li cov tub ua lag luam nrhiav SIVB nyeem-dhau" hauv tsab ntawv tshaj tawm hnub Monday. Ob qho no suav nrog First Republic thiab Western Alliance Bancorp
-20.88%
-10.51% ,
WAL,
ntawm Phoenix. McGratty kuj tau muab daim ntawv lo "raug txim tsis ncaj ncees" rau Apollo Global Management Inc.
APO,
tus thawj tswj peev hauv New York.
Cov kev cai lij choj tshiab tshaj plaws suav nrog ib qho chaw qiv nyiaj thaum muaj xwm ceev teeb tsa los ntawm tsoomfwv cov neeg tswj hwm los pab cov tsev txhab nyiaj kom tsis txhob muag kev nyab xeeb rau kev poob yog tias lawv xav tau nce nyiaj ntsuab los them cov nyiaj tso tawm. Cov neeg tswj hwm kuj tau hais tias txhua tus neeg tso nyiaj ntawm Silicon Valley Bank thiab lub txhab nyiaj kos npe ua tsis tiav ntawm New York yuav nkag mus rau lawv cov nyiaj - txawm tias uninsured deposits tshuav nyiaj li cas. First Republic Bank FRC - 14.84% (cov npe hauv qab no) tshaj tawm nws tau ruaj ntseg nyiaj txiag los ntawm Federal Reserve thiab JPMorgan Chase & Co. JPM, +2.54%.
Cov tsev txhab nyiaj tam sim no muaj peev xwm cog lus kev nyab xeeb raws li kev cog lus ua par (lossis lub ntsej muag tus nqi) rau kev qiv nyiaj los ntawm tsoomfwv cov tswj hwm qhov chaw qiv nyiaj thaum muaj xwm txheej ceev, uas txhais tau hais tias cov tsev txhab nyiaj tuaj yeem zam kev muag tsoomfwv cov nyiaj qiv nyiaj thiab qiv nyiaj qiv nyiaj rov qab los ntawm kev poob yog tias lawv xav tau nyiaj.
Nov yog 11 cov nyiaj txiag KBW pom zoo rau hnub Monday sawv ntxov, hauv tib qho kev txiav txim lawv tau teev nyob rau hauv lub tuam txhab daim ntawv tshaj tawm:
Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab, suav nrog cov xov xwm tshiab kawg.
nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm nplooj ntawv MarketWatch.
Thawj koom pheej yog ib pab pawg me ntawm cov tsev txhab nyiaj nws cov paj laum tau cog lus dhau xyoo dhau los txog rau lub quarter thib plaub. Nyob rau tib lub sijhawm, qhov hnyav ntawm cov paj laum rau kev lag luam hauv tuam txhab nyiaj hauv Asmeskas tau nce mus rau 3.37% hauv lub quarter thib plaub los ntawm 2.55% hauv lub xyoo dhau los, raws li FDIC's. Peb lub hlis twg Banking Profile.
Ntawm cov tuam txhab ntawm KBW cov npe pom zoo, McGratty hu ua US Bancorp
-3.97% ,
+ 1.26%
-0.37%
USB,
SouthState Corp.
SSB,
thiab Old National Bancorp
ONB,
"Safe haven bank stocks."
Nws tau mus sau ntawv tias Thawj Tswj Hwm thiab Western Alliance Bancorp "muab qhov muaj peev xwm loj dua nyob rau lub sijhawm ze rau lub asthiv no cov haujlwm thiab lub lim tiam dhau los tseem ceeb muag tawm," tab sis tseem ceeb toom tias cov khoom lag luam no "los nrog kev pheej hmoo poob qis dua kom txog thaum cov tub ua lag luam sib koom ua ke. rov tau txais kev ntseeg siab nyob rau hauv lub tsev txhab nyiaj qhov kev tuav pov hwm kev txhawj xeeb txog kev tso nyiaj / nyiaj txiag. "
Nco tsis tau: 20 lub tsev txhab nyiaj uas tau zaum ntawm qhov muaj peev xwm kev nyab xeeb loj heev - zoo li SVB
Tau qhov twg los: https://www.marketwatch.com/story/kbw-recommends-buying-these-11-financial-stocks-including-first-republic-following-federal-backstop-for-banks-f1659174?siteid=yhoof2&yptr= yahoo