Company Reports

BK 3Q15: Revenues Muted, Helped By Cost Control & Organic Growth

10/21/2015

Core fee business revenues and net interest income increase from organic growth and balance sheet restructuring.  Process simplification and improvement helped to lower expenses by 10%. 


SunTrust 3Q15: Consumer Loans Restoring Profitability Metrics

10/20/2015

Deliberate consumer loan and deposit shuffling helped to increase sequential NIM.  Expense control and lower credit costs allowed for higher earnings before tax.  Profitability measurements finally on par with regional peers after tax benefit assist.


KeyCorp 3Q15: Efficiency Paramount As Rates Stay Low

10/19/2015

Strong fee revenues from investment banking and corporate services and solid C&I loan growth are main drivers.  Despite positive operating leverage KEY’s efficiency ratio remains much above regional peers.


CMA 3Q15: Hitting Energy Credibility Wall As Criticized Rises

10/19/2015

Comerica continues to be dogged by rising criticized energy loans, but is convinced that losses will be manageable. Looks at positive growth in California and Michigan and some parts of Texas as diversification play.


Morgan Stanley 3Q15: Fixed Income Piņata, Not Much Goodies

10/19/2015

Morgan Stanley has worst performance in fixed income of major players with little relief in other business lines. Advisory strong with some stability from wealth management. Fixed income risk needs to be contained more.


Deutsche Bank 3Q15: Strategy 2020, More Change, More Charges

10/17/2015

New Co-CEO Cryan presented Strategy 2020 aimed at rebooting DB into a better capitalized and risk-adjusted return bank.  Large focus on reducing adjusted costs to rebuild profit and capital metrics without share issuance.  Lots of moving parts and related exe cution risk, but working to satisfy key stakeholders across the credit, regulatory and risk management spectrum.  Common dividend suspended, so more equity payout hoped for in 2017. DB Deutsche Bank


PNC 3Q15: Holding Course With No Tail Wind

10/16/2015

PNC is battling the margin pressure blues similar to other regional banks. Modest loan growth offset by deliberate run-off of non LCR and capital friendly assets amidst liquidity build.  


GS 3Q15: FICC Smack-down, Banking Better

10/16/2015

Recent market downdrafts hounded Goldman Sachs’ FICC and Investment & Lending business more than the peers.  Still GS believes that its FICC business is well configured for secular consolidation of balance sheet liquidity providers and it has the business diversification, balance sheet and capital to absorb volatility.


Citigroup 3Q15: Still Getting to Normal

10/16/2015

Citi is still mostly a cost cutting and stronger capital story.  The operating metric progression is still to be seen and the global markets downdraft has cooled off its capital markets and Asia consumer momentum.


BB&T 3Q15: Organic and Purchased Loan Growth

10/16/2015

Solid organic loan growth coupled with acquisition boosted interest income, but soft insurance revenues, sale of American Coastal in 2Q and merger charges marred otherwise solid quarter.   


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