回顾欧洲银行业估值
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随着利率可能见顶，我们如何看待欧洲银行的估值？许多银行仍以低于账面价值的价格交易。这种折价是由于挥之不去的不良贷款担忧或监管悬而未决所致，还是真正的价值投资机会正在浮现？
6 comments · 11 points
PAu/pablobrown·1mo
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.
SSu/sanjay_s·1mo
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.
HCu/hana.chen·1mo
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.
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