GS--Societe Generale (SOGN.PA)
应用介绍
we expect French Retail NII will increase +15%/c.€130mn q/q,
this primarily reflects the end of the drag from hedges (which
were originally added in 2021/H1’22 with the aim of stabilising
NII in a negative/low rate environment), which represented a
€150mn headwind in Q2. On an underlying basis, we expect NII
will fall 2% q/q given continued shift into interest-bearing
deposits. For the full year, we forecast €3.8bn, in line with
management’s latest target (revised from ≥€4.1bn to ~€3.8bn at
2Q24 given deposit migration and lower loan volumes).
特别提示：英文研报翻译由于人手及工作量的问题为机器翻译，推荐阅读英文原版研报或下载后分段自行翻译，以达到良好的翻译效果和阅读体验。本站所有研报均来自网络，仅供学习使用，不具有任何投资之建议，严禁转载与分享，如违反后果自负。
发表评论 取消回复