Schwab Network 对 $C 的判断变化

频道资料 →本频道有 10 位标注的说话人:BFA and JP Morgan、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-09-21看涨
《Bank Stocks Face Test as Hawkish Rate Hike Signals Steeper Hiking Cycle》
花旗集团在银行股中拥有最大的增长机会;基于转型与管理的成功,目标价为145,尽管市场对有形股票水平存在担忧。

Dory Wiley,相比其他银行,你更偏好花旗银行。对花旗来说,他们扩张的机会比以往略大一些。转型计划在那里仍在见效。CEO做得不错。市场给它的市盈率略低于其他银行。因此,我认为花旗集团应该能达到145的价格。

那里有很大的波动空间。目前我对这些财务头寸唯一的担忧是,它们的有形股本比率已开始跌破我倾向于维持为最低水平的6%。事实上,我更喜欢像社区银行那样7或8左右的水平,因为当问题出现时,它们规模太大而无法获得救助。

所以,我希望看到这一点改变,但我认为花旗银行拥有最大的增长机会。

Dory Wiley, you prefer "Citi" a little more than the others, "Citi" bank. For City, they have a slightly greater opportunity to expand than before. The transformation plan is still bearing fruit there.

The CEO is doing a good job. The market places the price-to-earnings ratio slightly lower than the rest. Therefore, I think Citigroup should reach a price of 145. There is a lot of room for movement there.

The only concern I have about the financial positions at the moment is that they have started to fall below the 6% for tangible stocks that I prefer to maintain as a minimum . In fact, I prefer around 7 or 8 like community banks because they are too big to be bailed out when problems occur.

So, I'd like to see that change, but I think Citibank has the greatest opportunity for growth,