Aandeel ABN AMRO BANK N.V. AEX:ABN.NL, NL0011540547

quote:

Pioneer schreef op 8 november 2023 14:16:

I have been an ABN investor since Corona. To start with , being a banker I can affirm you that this is a terrible balance sheet. Very bad liability management and should have been communicated prior in event with NII downgrade. So , it is not only the shorters who create this mass , it is also ABN management. Very poor investor conference , insufficient deep dive to the reasons of NII disappointment.

The shorters do pour gas to the fire but ABN does nothing to stop this. Without any share buy back you give the room to speculators . So freedom of trade coinciding with extra prudence on every matter makes the bank great hedge tool and heaven for shorters.

The question is whilst there are reasons of this , is ABN worth 45% price to book ration ? If you can forget what you have bought and wait for very long time ; it is a very good quality asset that could be at par one day. However, the day that it is at par current management will be laid down because either the bank will change its business model or sold or down-sized in nominal terms with sharebuy backs and low asset rollovers .
ABN Management has a lot of stakeholders and shareholders are definetely not the priority one currently.

Ok,en nu in gewoon normaal Nederlands...we hebben het tenslotte over een Nederlandse bank.

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Surveiver schreef op 8 november 2023 14:35:

Dit sluit gewoon groen straks

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Pioneer schreef op 8 november 2023 14:16:

I have been an ABN investor since Corona. To start with , being a banker I can affirm you that this is a terrible balance sheet. Very bad liability management and should have been communicated prior in event with NII downgrade. So , it is not only the shorters who create this mass , it is also ABN management. Very poor investor conference , insufficient deep dive to the reasons of NII disappointment.

The shorters do pour gas to the fire but ABN does nothing to stop this. Without any share buy back you give the room to speculators . So freedom of trade coinciding with extra prudence on every matter makes the bank great hedge tool and heaven for shorters.

The question is whilst there are reasons of this , is ABN worth 45% price to book ration ? If you can forget what you have bought and wait for very long time ; it is a very good quality asset that could be at par one day. However, the day that it is at par current management will be laid down because either the bank will change its business model or sold or down-sized in nominal terms with sharebuy backs and low asset rollovers .
ABN Management has a lot of stakeholders and shareholders are definetely not the priority one currently.

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williewilwel schreef op 8 november 2023 14:42:

[...]

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Mika schreef op 8 november 2023 15:03:

[...]
Mocht het zo zijn dan je liever Nederlands leest, selecteer de tekst waar het om gaat, ga met je rechtermuis op de tekst staan en kies de optie 'vertalen naar Nederlands'. Vervolgens zie je de geselecteerde tekst in het Nederlands staan.
Ik doe dat wel eens bij teksten in het Italiaans of Spaans waar ik mee te maken krijg. Werkt vrij goed.

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Mr. Fleming schreef op 8 november 2023 14:38:

Geen enkele LT-belegger, dividend fonds, of andere vermogensbeheerder zal met dit in het vooruitzicht (3 miljard WPA, 1.5 euro divi. per share en eigen aandeleninkoop én het 'risico op een overnamebod BNP P.) het in zijn hoofd halen om te verkopen..

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Market Observer schreef op 8 november 2023 14:54:

AI translate een oplossing !

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Money Never Sleeps schreef op 8 november 2023 15:07:

[...]

Pronto ......

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JM14 schreef op 8 november 2023 15:11:

Ik zie net de koers die mega onderuit is gekelderd.
Wat is de reden hiervan ondanks de zeer goede kwartaalcijfers.
Voor mij zit er niets anders op dan te wachten.
Papieren verlies van een halve Tesla.

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bp5ah schreef op 8 november 2023 14:20:

[...]

De CET1-ratio blijft "comfortabel" boven de minimumvereiste van 15,0 procent, maar ligt slechts in lijn met het niveau dat nodig is voor het inkoopprogramma van eigen aandelen.

Jefferies handhaafde woensdag het Houden advies op ABN AMRO, maar verlaagde het koersdoel van 15,70 naar 15,00 euro. De bank geeft de voorkeur aan ING boven ABN.