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10月25日 - ** 周四,Capital One 公布第三季度利润增长1.6% (link),原因是利率上升使这家消费贷款公司从偿还信用卡债务的客户那里赚取了更多的利润。
** 股价上涨 4.8%,至 160.71 美元。
关注信贷指标和发现交易
** RBC Capital Markets("行业表现",目标价:160 美元) 表示,随着 COF 继续投资于市场营销,预计贷款余额会逐渐增加;认为信贷趋势与季节性相符,近期环境对其有支持作用。
** KBW("跑赢大盘",目标价:185 美元) 表示,COF 的信贷质量轨迹依然积极,应能推动信贷指标和盈利实现正常化;认为 Discovery Financial Services 的交易 (link) 锦上添花
** 巴克莱银行(Barclays)("等权重",目标价:158 美元) 预计到 2024 年底,在稳定的宏观背景下,银行卡拖欠趋势将有所改善,汽车信贷也将稳定至改善。
** Jefferies("买入",交易价:185 美元) 称,从中期来看,COF 卓越的云技术将带来显著的协同效应和客户增长。
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