-- 獨立研究機構CFRA向發布了以下研究報告。 CFRA分析師總結如下:我們將評級從“持有”下調至“賣出”,並將12個月目標價從37美元下調至28美元。此調整基於我們對2026年每股盈餘預測不變,並將目標本益比從9.1倍下調至7.1倍。本益比的下調反映了我們先前關於該銀行在2026年第一季業績公佈後已擺脫歷史風險狀況的論點被推翻。信貸撥備的大幅增加挑戰了去風險化的說法,一級資本充足率的下降削弱了資本回報前景,核心業務部門業績的下滑也證實了該銀行在宏觀經濟環境惡化下的脆弱性。市場的負面反應凸顯了對該銀行獲利品質及其應對日益嚴峻挑戰能力的信心下降。我們之前認為風險回報狀況是平衡的,但現在顯然已經嚴重偏向負面。
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