by Daniel Garrod | Mar 27, 2024 | BLOG
At the Morgan Stanley financials conference 6 years ago investors were polled on where they thought the cost of equity for European banks would be at the end of that year. Not a single investor at the time said above 11%. Yet at the same conference earlier this month,...
by Daniel Garrod | Jun 16, 2023 | BLOG
The popularity of Investor Days for Financial Services Companies is on the rise once more. There was a lull during Covid but in early June 2023 three European banks hosted such events and the total number for 2023 looks set to be up strongly year on year. An analysis...
by Daniel Garrod | May 30, 2023 | BLOG
The Q&A trends you really need to know… For Financials the Q1 2023 reporting season seemed to stumble from one troubled name to the next whilst managing to avoid outright contagion. The challenges facing several US banking names were most acute with the regional...
by Daniel Garrod | Mar 30, 2023 | BLOG
The Q&A trends you really need to know… The crisis affecting SVB, Signature and the Swiss private banks occurred too late in the Q4 reporting season to really influence the overall trends in questions asked of bank management teams. However, with the laggards...
by Daniel Garrod | Nov 22, 2022 | BLOG
The Q&A trends you really need to know… It has often been said that analysts asking ‘3 unrelated questions’ at company reporting sessions allows management wriggle-room to pick and choose which questions they actually want to answer. Analysts might be better off...
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