2026 Q3 - tulosraportti
8 päivää sitten
‧50 min
3,23 EUR/osake
Viimeisin osinko
6,77%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 23.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 5.2. |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
10 t sittenOstin tänään vihdoin. Hieno V näköinen käppyrä. Toivottavasti olen oikeassa. *Kaikkien tulee tehdä sijoituspäätös itse*
·14 t sittenJust stumbled upon BNP. The trend reversal looks a bit more attractive inside Trading view. Got these remarks from my good friend Claude: ******************* BNP Paribas is a solid business currently trading cheaply. The price drop in October was mainly due to fears regarding French sovereign debt and not the bank itself. You are right that there is a sign of a reversal, but it is not yet confirmed technically. Why did the stock fall? It peaked around €112.94 on August 7, 2026. Then pressure came from France: capital Sovereign yields rose sharply. French sovereign yields crossed 5%, prompting investors to quickly sell off French banks. On October 2, the yield spread between 10-year French and German government bonds briefly reached around 1.50%. admiralmarkets note The politics created uncertainty. Concerns over the budget and a gridlocked parliament ahead of next year's presidential election have weighed on French assets. rallies The bottom came on October 23. The stock fell to €82.65, a new 6-month low. That same day, some calm returned because Moody's, against market expectations, maintained France's rating at Aa3 with a negative outlook. Your intuition of a bottom around October 26 thus aligns with the worst pressure easing that weekend. The bank itself: strong numbers The Q3 earnings report was better than expected. Net income rose 13.5% to €3.46 billion, and revenue rose 9.5% to €13.76 billion. Analysts had expected 3.28 billion. businesschief abcbourse Share buybacks are underway. The bank has ECB approval to buy back its own shares for up to €1.3 billion. The purchase started on November 2, and the shares will be cancelled. Capital is solid. The Common Equity Tier 1 (CET1) ratio was 12.9% at the end of the quarter and is expected to exceed 13% by year-end. Valuation is low. P/E is 7.34x for 2026 and 6.73x for 2027, and the expected dividend yield is 6.84% for 2026 and 7.49% for 2027. Market capitalization has once again fallen below tangible book value. Analysts are positive. In October, all 6 analysts recommended a buy, with an average price target of €121.17. Key risks France. That is the major risk. The deficit is expected to be around 5.4% of GDP in 2026, and public debt is close to 119% of GDP. Large French banks hold French government bonds estimated to account for roughly 15–30% of tier 1 capital. On the other hand, more than half of French banks' revenue comes from abroad. Dates to watch. Standard & Poor's will review France's rating again on November 27, 2026. Moody's has made its Aa3 rating conditional on the adoption of a 2027 budget that lowers the deficit. The Sudan lawsuit. In 2025, the bank lost a case before a US jury. Three out of 23,000 plaintiffs in a class action were awarded about $20 million. The bank has appealed, but the case could become costly if it ends in a large settlement. Reliance on trading income. According to analysts, the bank is currently benefiting from very high trading activity. Such income fluctuates. Meanwhile, credit loss provisions were 964 million compared to an expected 898 million. goldesel placera Interest rates and energy. Higher energy prices and uncertainty regarding further rate hikes have also weighed on the sector. boerse-express My input on the price The price is currently €89.76. The positive: There is now a bottom around 82.65 and a higher low around 85.65 on October 30. The buyback provides continuous buying in the market. What is missing: The stock has been in a long-term downward trend since September 30 and was around 13% below the 200-day moving average at the bottom. The stock is also just below the €88.94 support level, which was broken, and that level now acts as resistance. A trend shift is only confirmed if the price closes stably above approx. 89–90 and then above approx. 95–100, where the 200-day moving average lies. boerse When the reversal is invalidated: A break below approx. 82.5 will show that the bottom did not hold. In short, this is a value case: the bank is earning well and is cheap, but the price is currently driven mostly by French politics and sovereign yields. A good leading indicator is therefore the yield spread between French and German 10-year bonds (OAT–Bund). When it falls, bank stocks typically follow upward. November 27 (S&P) and the budget negotiations are the next major tests. On February 2, 2027, the bank will present its annual report and its 2030 plan, which could be a positive catalyst for the stock. The dividend is attractive, but check how much French dividend tax you end up paying
·28.10.Bank of America announces today a target price of 130, a cool realistic price for me, IF the f.....french start working instead of striking. Note that Belgium is a very large market for BNP too, yes they are pan-European, in DK too. One risk that the market does not mention, but which is real: significant activity in Ukraine, both for BNP and Credit Agricole. France's no. 2 - actually among the world's 10 largest banks. This one is more French-French, Italy though big too, applies also to BNP...if fully owned subsidiary bank called Banca Nazionale di Lavoro...corporate bank primarily and in good shape- ·28.10.Super3q. regnskab i dag! Den frygt, der har sendt BNP ned med ca. 20 procent so far ubegrundet. Den forventede downgrade af fransk statsgæld er pt. også udeblevet. BNP, der iøvrigt har størstedelen af sin forretningen uden for Frankrig, det er en international storbank, handles tæt på ca. 1/2 multipler af nordiske banker. I mit syn hysteri... Finally: det, man kunne have frygtet, kurstab på obligationer ser ud til at være undgået via hedge... banker 2026 har kredit-lært af 2008 og renteeksplosionen op 2023: de kurstab på obligationer, der lukkede First Silicon Bank i USA. Finally, de europæiske banker medvirker mig bekendt ikke i AI finansiering eller, Deutsche måske undtaget i mindre omfang, private credit i USA. Mao de risici, der har trukket USA banker ned, er 'guilt by association' i Europa so far... Afgørende bliver det franske budget for 2027... de må lære af Schlüter 1991. Indtil det forhåbentlig viser disciplin, vil det være et låg på kursen. Ingen råd: har 1/2 m. i BNP. Udbytte ca. 7 pct. Aktietilbagekøb start nov. Ca 10 mia dkr. annoceret her til morgen. Vive la France☺️
This was quite a solid report? Super that markets disagree with me, so maybe I can build further on holding at these levels. This one is harshly punished compared to much else comparable in banking, I think. Anyway, interesting to follow further.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
8 päivää sitten
‧50 min
3,23 EUR/osake
Viimeisin osinko
6,77%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- 10 t sittenOstin tänään vihdoin. Hieno V näköinen käppyrä. Toivottavasti olen oikeassa. *Kaikkien tulee tehdä sijoituspäätös itse*
- ·14 t sittenJust stumbled upon BNP. The trend reversal looks a bit more attractive inside Trading view. Got these remarks from my good friend Claude: ******************* BNP Paribas is a solid business currently trading cheaply. The price drop in October was mainly due to fears regarding French sovereign debt and not the bank itself. You are right that there is a sign of a reversal, but it is not yet confirmed technically. Why did the stock fall? It peaked around €112.94 on August 7, 2026. Then pressure came from France: capital Sovereign yields rose sharply. French sovereign yields crossed 5%, prompting investors to quickly sell off French banks. On October 2, the yield spread between 10-year French and German government bonds briefly reached around 1.50%. admiralmarkets note The politics created uncertainty. Concerns over the budget and a gridlocked parliament ahead of next year's presidential election have weighed on French assets. rallies The bottom came on October 23. The stock fell to €82.65, a new 6-month low. That same day, some calm returned because Moody's, against market expectations, maintained France's rating at Aa3 with a negative outlook. Your intuition of a bottom around October 26 thus aligns with the worst pressure easing that weekend. The bank itself: strong numbers The Q3 earnings report was better than expected. Net income rose 13.5% to €3.46 billion, and revenue rose 9.5% to €13.76 billion. Analysts had expected 3.28 billion. businesschief abcbourse Share buybacks are underway. The bank has ECB approval to buy back its own shares for up to €1.3 billion. The purchase started on November 2, and the shares will be cancelled. Capital is solid. The Common Equity Tier 1 (CET1) ratio was 12.9% at the end of the quarter and is expected to exceed 13% by year-end. Valuation is low. P/E is 7.34x for 2026 and 6.73x for 2027, and the expected dividend yield is 6.84% for 2026 and 7.49% for 2027. Market capitalization has once again fallen below tangible book value. Analysts are positive. In October, all 6 analysts recommended a buy, with an average price target of €121.17. Key risks France. That is the major risk. The deficit is expected to be around 5.4% of GDP in 2026, and public debt is close to 119% of GDP. Large French banks hold French government bonds estimated to account for roughly 15–30% of tier 1 capital. On the other hand, more than half of French banks' revenue comes from abroad. Dates to watch. Standard & Poor's will review France's rating again on November 27, 2026. Moody's has made its Aa3 rating conditional on the adoption of a 2027 budget that lowers the deficit. The Sudan lawsuit. In 2025, the bank lost a case before a US jury. Three out of 23,000 plaintiffs in a class action were awarded about $20 million. The bank has appealed, but the case could become costly if it ends in a large settlement. Reliance on trading income. According to analysts, the bank is currently benefiting from very high trading activity. Such income fluctuates. Meanwhile, credit loss provisions were 964 million compared to an expected 898 million. goldesel placera Interest rates and energy. Higher energy prices and uncertainty regarding further rate hikes have also weighed on the sector. boerse-express My input on the price The price is currently €89.76. The positive: There is now a bottom around 82.65 and a higher low around 85.65 on October 30. The buyback provides continuous buying in the market. What is missing: The stock has been in a long-term downward trend since September 30 and was around 13% below the 200-day moving average at the bottom. The stock is also just below the €88.94 support level, which was broken, and that level now acts as resistance. A trend shift is only confirmed if the price closes stably above approx. 89–90 and then above approx. 95–100, where the 200-day moving average lies. boerse When the reversal is invalidated: A break below approx. 82.5 will show that the bottom did not hold. In short, this is a value case: the bank is earning well and is cheap, but the price is currently driven mostly by French politics and sovereign yields. A good leading indicator is therefore the yield spread between French and German 10-year bonds (OAT–Bund). When it falls, bank stocks typically follow upward. November 27 (S&P) and the budget negotiations are the next major tests. On February 2, 2027, the bank will present its annual report and its 2030 plan, which could be a positive catalyst for the stock. The dividend is attractive, but check how much French dividend tax you end up paying
- ·28.10.Bank of America announces today a target price of 130, a cool realistic price for me, IF the f.....french start working instead of striking. Note that Belgium is a very large market for BNP too, yes they are pan-European, in DK too. One risk that the market does not mention, but which is real: significant activity in Ukraine, both for BNP and Credit Agricole. France's no. 2 - actually among the world's 10 largest banks. This one is more French-French, Italy though big too, applies also to BNP...if fully owned subsidiary bank called Banca Nazionale di Lavoro...corporate bank primarily and in good shape
- ·28.10.Super3q. regnskab i dag! Den frygt, der har sendt BNP ned med ca. 20 procent so far ubegrundet. Den forventede downgrade af fransk statsgæld er pt. også udeblevet. BNP, der iøvrigt har størstedelen af sin forretningen uden for Frankrig, det er en international storbank, handles tæt på ca. 1/2 multipler af nordiske banker. I mit syn hysteri... Finally: det, man kunne have frygtet, kurstab på obligationer ser ud til at være undgået via hedge... banker 2026 har kredit-lært af 2008 og renteeksplosionen op 2023: de kurstab på obligationer, der lukkede First Silicon Bank i USA. Finally, de europæiske banker medvirker mig bekendt ikke i AI finansiering eller, Deutsche måske undtaget i mindre omfang, private credit i USA. Mao de risici, der har trukket USA banker ned, er 'guilt by association' i Europa so far... Afgørende bliver det franske budget for 2027... de må lære af Schlüter 1991. Indtil det forhåbentlig viser disciplin, vil det være et låg på kursen. Ingen råd: har 1/2 m. i BNP. Udbytte ca. 7 pct. Aktietilbagekøb start nov. Ca 10 mia dkr. annoceret her til morgen. Vive la France☺️This was quite a solid report? Super that markets disagree with me, so maybe I can build further on holding at these levels. This one is harshly punished compared to much else comparable in banking, I think. Anyway, interesting to follow further.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 23.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 5.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
8 päivää sitten
‧50 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 23.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 5.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
3,23 EUR/osake
Viimeisin osinko
6,77%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 10 t sittenOstin tänään vihdoin. Hieno V näköinen käppyrä. Toivottavasti olen oikeassa. *Kaikkien tulee tehdä sijoituspäätös itse*
- ·14 t sittenJust stumbled upon BNP. The trend reversal looks a bit more attractive inside Trading view. Got these remarks from my good friend Claude: ******************* BNP Paribas is a solid business currently trading cheaply. The price drop in October was mainly due to fears regarding French sovereign debt and not the bank itself. You are right that there is a sign of a reversal, but it is not yet confirmed technically. Why did the stock fall? It peaked around €112.94 on August 7, 2026. Then pressure came from France: capital Sovereign yields rose sharply. French sovereign yields crossed 5%, prompting investors to quickly sell off French banks. On October 2, the yield spread between 10-year French and German government bonds briefly reached around 1.50%. admiralmarkets note The politics created uncertainty. Concerns over the budget and a gridlocked parliament ahead of next year's presidential election have weighed on French assets. rallies The bottom came on October 23. The stock fell to €82.65, a new 6-month low. That same day, some calm returned because Moody's, against market expectations, maintained France's rating at Aa3 with a negative outlook. Your intuition of a bottom around October 26 thus aligns with the worst pressure easing that weekend. The bank itself: strong numbers The Q3 earnings report was better than expected. Net income rose 13.5% to €3.46 billion, and revenue rose 9.5% to €13.76 billion. Analysts had expected 3.28 billion. businesschief abcbourse Share buybacks are underway. The bank has ECB approval to buy back its own shares for up to €1.3 billion. The purchase started on November 2, and the shares will be cancelled. Capital is solid. The Common Equity Tier 1 (CET1) ratio was 12.9% at the end of the quarter and is expected to exceed 13% by year-end. Valuation is low. P/E is 7.34x for 2026 and 6.73x for 2027, and the expected dividend yield is 6.84% for 2026 and 7.49% for 2027. Market capitalization has once again fallen below tangible book value. Analysts are positive. In October, all 6 analysts recommended a buy, with an average price target of €121.17. Key risks France. That is the major risk. The deficit is expected to be around 5.4% of GDP in 2026, and public debt is close to 119% of GDP. Large French banks hold French government bonds estimated to account for roughly 15–30% of tier 1 capital. On the other hand, more than half of French banks' revenue comes from abroad. Dates to watch. Standard & Poor's will review France's rating again on November 27, 2026. Moody's has made its Aa3 rating conditional on the adoption of a 2027 budget that lowers the deficit. The Sudan lawsuit. In 2025, the bank lost a case before a US jury. Three out of 23,000 plaintiffs in a class action were awarded about $20 million. The bank has appealed, but the case could become costly if it ends in a large settlement. Reliance on trading income. According to analysts, the bank is currently benefiting from very high trading activity. Such income fluctuates. Meanwhile, credit loss provisions were 964 million compared to an expected 898 million. goldesel placera Interest rates and energy. Higher energy prices and uncertainty regarding further rate hikes have also weighed on the sector. boerse-express My input on the price The price is currently €89.76. The positive: There is now a bottom around 82.65 and a higher low around 85.65 on October 30. The buyback provides continuous buying in the market. What is missing: The stock has been in a long-term downward trend since September 30 and was around 13% below the 200-day moving average at the bottom. The stock is also just below the €88.94 support level, which was broken, and that level now acts as resistance. A trend shift is only confirmed if the price closes stably above approx. 89–90 and then above approx. 95–100, where the 200-day moving average lies. boerse When the reversal is invalidated: A break below approx. 82.5 will show that the bottom did not hold. In short, this is a value case: the bank is earning well and is cheap, but the price is currently driven mostly by French politics and sovereign yields. A good leading indicator is therefore the yield spread between French and German 10-year bonds (OAT–Bund). When it falls, bank stocks typically follow upward. November 27 (S&P) and the budget negotiations are the next major tests. On February 2, 2027, the bank will present its annual report and its 2030 plan, which could be a positive catalyst for the stock. The dividend is attractive, but check how much French dividend tax you end up paying
- ·28.10.Bank of America announces today a target price of 130, a cool realistic price for me, IF the f.....french start working instead of striking. Note that Belgium is a very large market for BNP too, yes they are pan-European, in DK too. One risk that the market does not mention, but which is real: significant activity in Ukraine, both for BNP and Credit Agricole. France's no. 2 - actually among the world's 10 largest banks. This one is more French-French, Italy though big too, applies also to BNP...if fully owned subsidiary bank called Banca Nazionale di Lavoro...corporate bank primarily and in good shape
- ·28.10.Super3q. regnskab i dag! Den frygt, der har sendt BNP ned med ca. 20 procent so far ubegrundet. Den forventede downgrade af fransk statsgæld er pt. også udeblevet. BNP, der iøvrigt har størstedelen af sin forretningen uden for Frankrig, det er en international storbank, handles tæt på ca. 1/2 multipler af nordiske banker. I mit syn hysteri... Finally: det, man kunne have frygtet, kurstab på obligationer ser ud til at være undgået via hedge... banker 2026 har kredit-lært af 2008 og renteeksplosionen op 2023: de kurstab på obligationer, der lukkede First Silicon Bank i USA. Finally, de europæiske banker medvirker mig bekendt ikke i AI finansiering eller, Deutsche måske undtaget i mindre omfang, private credit i USA. Mao de risici, der har trukket USA banker ned, er 'guilt by association' i Europa so far... Afgørende bliver det franske budget for 2027... de må lære af Schlüter 1991. Indtil det forhåbentlig viser disciplin, vil det være et låg på kursen. Ingen råd: har 1/2 m. i BNP. Udbytte ca. 7 pct. Aktietilbagekøb start nov. Ca 10 mia dkr. annoceret her til morgen. Vive la France☺️This was quite a solid report? Super that markets disagree with me, so maybe I can build further on holding at these levels. This one is harshly punished compared to much else comparable in banking, I think. Anyway, interesting to follow further.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt