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Should Value Investors Buy BBVA Banco Frances (BBAR) Stock?
ZACKS· 2025-01-20 23:45
投资策略与工具 - Zacks Rank系统强调盈利预测和预测修正,以寻找优质股票 [1] - 价值投资策略通过基本面分析和传统估值指标识别被市场低估的公司 [2] - Zacks Style Scores系统中的“Value”类别对价值投资者尤为重要,具有“A”级价值评分和高Zacks Rank的股票是最佳选择 [3] BBVA Banco Frances (BBAR) 估值分析 - BBAR当前Zacks Rank为1(强力买入),价值评分为A [4] - BBAR的市盈率(P/E)为8.43,低于行业平均的9.33 [4] - 过去12个月,BBAR的远期市盈率最高为11.20,最低为4.39,中位数为6.19 [4] - BBAR的市净率(P/B)为1.76,略低于行业平均的1.82 [5] - 过去12个月,BBAR的市净率最高为1.82,最低为0.18,中位数为0.80 [5] - BBAR的市销率(P/S)为0.69,显著低于行业平均的1.26 [6] - BBAR的市现率(P/CF)为9.07,远低于行业平均的14.79 [7] - 过去12个月,BBAR的市现率最高为9.35,最低为2.05,中位数为4.58 [7] Grupo Supervielle (SUPV) 估值分析 - SUPV当前Zacks Rank为1(强力买入),价值评分为A [8] - SUPV的市净率为2.02,略高于行业平均的1.82 [8] - 过去12个月,SUPV的市净率最高为2.16,最低为0.25,中位数为0.88 [8] 总结 - BBVA Banco Frances和Grupo Supervielle目前可能被市场低估,且其盈利前景强劲,是市场上最具价值的股票之一 [9]
Is BBVA Banco Frances (BBAR) Outperforming Other Finance Stocks This Year?
ZACKS· 2025-01-07 23:41
For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Banco BBVA (BBAR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Banco BBVA is one of 875 individual stocks in the Finance sector. Collectively, these companies sit at #3 in the Zacks Sector Rank. The Zacks S ...
All You Need to Know About Banco BBVA (BBAR) Rating Upgrade to Strong Buy
ZACKS· 2024-12-19 02:01
Investors might want to bet on Banco BBVA (BBAR) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnin ...
Best Value Stocks to Buy for December 18th
ZACKS· 2024-12-18 22:16
Here are three stocks with buy rank and strong value characteristics for investors to consider today, December 18th: LATAM Airlines Group (LTM) : This company which offers domestic and international passenger and cargo air services primarily in Chile, the United States, the South Pacific, Europe and Latin America, carries a Zacks Rank #1(Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 26.4% over the last 60 days.LATAM Airlines Group has a price-to-earnin ...
Is BBVA Banco Frances (BBAR) Stock Undervalued Right Now?
ZACKS· 2024-12-17 23:40
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to fi ...
Banco BBVA (BBAR) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2024-12-17 22:51
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead ...
BBVA(BBAR) - 2024 Q3 - Earnings Call Transcript
2024-11-22 11:24
财务数据和关键指标变化 - 2024年第三季度,通胀调整后的净利润为ARS992亿,环比下降21.6%,净资产收益率为16.9%,总资产收益率为2.9% [12] - 季度经营业绩下降41.3%,主要因营业收入降低,包括利息收入减少、与消费者物价指数挂钩债券的利息降低以及外汇收益下降等,同时运营费用因其他运营费用减少而降低,包括周转税和个人福利减少等 [13] - 净利息收入为ARS4603亿,环比下降39.5%,利息收入在货币和百分比方面下降幅度均大于利息支出,主要因回购协议和与消费者物价指数挂钩债券的收入减少以及贷款收入下降等 [15] - 费用方面,因CER/UVA条款调整费用和投资账户利息降低,2024年第三季度利息收入总计ARS7602亿,环比下降30.3%,主要因回购协议和贷款收入减少,两者均因季度平均货币政策利率下降所致 [16] - 2024年第三季度,利息支出总计ARS2999亿,环比下降9.3%,主要因投资账户费用和CER/UVA调整费用降低,定期存款利息占利息支出的71%,较上季度的64.6%有所上升 [17] - 2024年第三季度净手续费收入总计ARS711亿,环比增长7.9%,手续费收入总计ARS1332亿,环比增长1%,主要因负债相关手续费收入增加、其他费用增加以及证券相关手续费增加等,手续费支出总计ARS621亿,环比下降6%,主要因借记卡和信用卡手续费及促销费用以及外贸交易费用降低 [18][19][20] - 2024年第三季度贷款损失准备金下降11.5%,与正常贷款组合的实时增长相符 [20] - 2024年第三季度总运营费用为ARS3166亿,环比实际下降17.6%,其中人员福利成本占32%,环比下降18.1%,行政费用环比下降6.1%,主要因租金、税收和软件费用降低 [21] - 2024年第三季度效率比率为59.2%,高于第二季度的55.3% [23] 各条业务线数据和关键指标变化 - 截至2024年9月底,通过数字渠道获取的新客户比例达到83%,较一年前的80%有所上升,零售数字销售额在2024年第三季度以单位衡量达到92.6%,占银行总销售额的73.7%(按货币价值衡量) [11] - 私人部门贷款在2024年第三季度总计ARS5.5万亿,实际环比增长26.5%,其中比索计价的私人部门贷款在2024年第三季度增长23%,增长主要由贴现工具、消费贷款、信用卡以及其他贷款(主要是商业贷款和车辆销售融资贷款)的增长推动,外币计价的私人部门贷款增长50%,商业贷款组合增长30.2%,零售贷款组合增长22.6%,商业贷款组合占总贷款组合的比例从一年前的47.3%上升至55.7%,公司在阿根廷的私人部门贷款市场份额在2024年第三季度达到10.35%,较一年前的9.35%有所提高,资产质量比率保持良好表现,为1.18%,不良贷款与总贷款组合同步增长 [24][25][26][27][29] 各个市场数据和关键指标变化 - 2024年第三季度,总存款达到ARS8.5万亿,环比增长30.9%,银行在私人存款的综合市场份额在2024年第三季度达到8.67%,私人非金融部门比索计价的存款总计ARS5.1万亿,较第二季度增长12.4%,其中定期存款增长34.8%,支票账户增长13.9%,投资账户下降45.2%,储蓄账户下降7.3%,外币计价的私人非金融部门存款(以比索计价)环比增长84.9%,主要因政府推动的财政特赦使储蓄账户增长88.6%,2024年第三季度流动资产为ARS5.7万亿,环比增长26.6%,主要因现金和银行存款增加 [30][31][37] 公司战略和发展方向和行业竞争 - 公司服务产品不断发展,通过数字渠道获取新客户,并认为这是维持和扩大在金融系统中竞争地位的途径 [10][11] 管理层对经营环境和未来前景的评论 - 2024年第三季度,显著的财政整顿和相对稳定的汇率有助于缓解通货膨胀,经济活动有初步复苏迹象,预计2024年国内生产总值下降4%,2025年增长6%,通货膨胀预期进一步降低,预计年底通货膨胀率为125%,较2023年同期的211%有所下降,预计2024年第四季度和2025年第三季度外汇市场限制将逐步放宽,同时12月宣布的PAIS税将最终下降,一些复苏迹象开始出现,如2024年6月至9月工业活动增长了12% [8][9] 其他重要信息 - 自2020年1月1日起,根据中央银行规定,公司开始按照国际财务报告准则第29号的恶性通货膨胀会计规则报告业绩,为便于比较,2023年和2024年的数据已重述,以反映截至2024年9月30日每个期间通货膨胀调整的累积影响 [5] - 2024年第三季度资本比率达到22.2%,资本超过监管要求的比例达到172.4%,资本比率在2024年第二季度受股息分配影响较大,本季度资本比率下降主要因风险加权资产增长14.9%,而普通一级资本仅增长1.1%,风险加权资产增长与贷款组合的实际增长以及市场风险要求的提高有关,截至2024年第三季度,公共部门风险敞口(不包括中央银行)总计ARS2.6万亿,环比下降6.4%,主要因6月30日双重债券到期,中央银行风险敞口下降87.3%,主要因从市场上取消了与中央银行的回购协议,公共部门风险敞口(不包括中央银行)占总资产的21%,低于第二季度的26.3%,符合实际贷款增长需求,2024年9月,银行发行面值为ARS245亿的公司债券,利率为BADLAR加5%,2025年6月到期,按季度支付利息,上次公司债券发行是在2019年 [32][33][34][35][36][37] 总结问答环节所有的提问和回答 问题: 无 - 回答: 无 [39][40]
BBVA(BBAR) - 2024 Q2 - Quarterly Report
2024-10-19 02:58
BANCO BBVA ARGENTINA S.A. CONDENSED INTERIM FINANCIAL STATEMENTS FOR THE SIX-MONTH PERIOD ENDED JUNE 30, 2024 Banco BBVA Argentina S.A. TABLE OF CONTENTS Condensed Interim Financial Statements for the six-month period ended June 30, 2024, comparatively presented. Consolidated Condensed Statement of Financial Position Consolidated Condensed Statement of Income Consolidated Condensed Statement of Other Comprehensive Income Consolidated Condensed Statement of Changes in Shareholders' Equity Consolidated Conden ...
What Makes Banco BBVA (BBAR) a Strong Momentum Stock: Buy Now?
ZACKS· 2024-09-25 01:02
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...
Are Finance Stocks Lagging BBVA Banco Frances (BBAR) This Year?
ZACKS· 2024-09-23 22:47
The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Banco BBVA (BBAR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.Banco BBVA is a member of our Finance group, which includes 859 different companies and ...