Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Dengan potensi puncak suku bunga, bagaimana kita melihat valuasi bank-bank Eropa? Banyak yang masih diperdagangkan dengan diskon terhadap nilai buku. Apakah diskon tersebut dibenarkan oleh kekhawatiran NPL yang masih ada atau hambatan regulasi, ataukah ada peluang nilai yang nyata muncul?
The regulatory overhang is the biggest issue for me. Until there's more clarity on capital requirements and resolution frameworks, those discounts feel pretty justified.
I'm leaning towards a value play, honestly. NPLs are definitely something to watch, but the general economic outlook in Europe isn't as dire as some make it out to be. There's potential.
Are we sure rates have peaked? If they continue to rise, even slowly, those NPL concerns could become more prominent, especially for more exposed lenders.
Traderforum · Bahasa Indonesia