Jefferies Global Bank Valuation Comps 18/05/2026

研报英文原文证据摘录

Jefferies Global Bank Valuation Comps 18/05/2026

Global | Banks EquityMayResearch19, 2026

Jefferies Global Bank Valuation Comps

18/05/2026

Given investors' increasing focus on global banks' relative performance, we

provide a comprehensive look at bank valuations and share performance

worldwide. Please contact us if you would like to receive the tables in Excel.

.

European Banks (Joe Dickerson, Jonathan Pierce, Marco Nicolai, Alex Demetriou, Miruna Chirea,

Theo Massing):

DSCT IT Q1: Fundamentals Solid, 2030 Targets Reiterated

Spanish Investment Funds Performance Tracker (Apr 26)

NBG: Plugging the product gap while capital remains strong

POLI IT Q1 26 — Solid Enough Against Rate Cuts and Conflict

CABK: Once Again...Upgrades Incoming. BUY Joseph Dickerson * | Equity Analyst

44 (0) 20 7029 8309 | jdickerson@jefferies.com

UK Banks - Stories beat spreadsheets?

Jonathan Pierce ^ | Equity Analyst

ABN Off the call - Who could ask for more? +44 (0)20 7548 4079 | jpierce@jefferies.com

Marco Nicolai * | Equity Analyst

ABN 1Q26: Promising Start to 2026 +39 02 3601 1946 | mnicolai@jefferies.com

Alexander Demetriou ^ | Equity Analyst

EUROB: Robust performance and on track for 2026 guidance +44 (0)20 7029 8593 | ademetriou@jefferies.com

BCP: Profitable Growth at its Finest, Yet No Premium Miruna Chirea ^ | Equity Analyst

+44 (0)20 7029 8336 | mchirea@jefferies.com

Intesa Off the Call: Upbeat message, Focus on Guidance Theo Massing * | Equity Analyst

+33 1 8665 6306 | tmassing@jefferies.com

NBG 1Q26 First Take — Solid results and a new bancassurance deal improves fees

David Chiaverini, CFA ‡ | Equity Analyst

EUROB 1Q26 First Take — Strong performance on NII, fees and volumes +1 (212) 778-8554 | dchiaverini@jefferies.com

John Hecht ‡ | Equity Analyst