2Q Preview: Objects [NIM target] are closer than they appear

研报英文原文证据摘录

2Q Preview: Objects [NIM target] are closer than they appear

North America - Banks Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

U.S. Bancorp USB USB US Ebrahim H. Poonawala

UMB Financial Corporation UMBF UMBF US Brandon Berman

Wells Fargo & Company WFC WFC US Ebrahim H. Poonawala

Western Alliance Bancorp WAL WAL US Ebrahim H. Poonawala

NEUTRAL

AGNC Investment Corp AGNC AGNC US Derek Hewett

Annaly Capital Management NLY NLY US Derek Hewett

Associated Banc-Corp ASB ASB US Brandon Berman

Bain Capital Specialty Finance, Inc. BCSF BCSF US Derek Hewett

Bank of Montreal BMO BMO US Ebrahim H. Poonawala

Bank of Montreal YBMO BMO CN Ebrahim H. Poonawala

Bank of Nova Scotia YBNS BNS CN Ebrahim H. Poonawala

Bank of Nova Scotia BNS BNS US Ebrahim H. Poonawala

Blackstone Mortgage Trust Inc BXMT BXMT US Derek Hewett

Blue Owl Technology Finance Corp. OTF OTF US Derek Hewett

Commerce Bancshares Inc. CBSH CBSH US Brandon Berman

Flagstar Bank, N.A. FLG FLG US Ebrahim H. Poonawala

Goldman Sachs BDC, Inc. GSBD GSBD US Derek Hewett

Ladder Capital Corp LADR LADR US Derek Hewett

M&T Bank MTB MTB US Ebrahim H. Poonawala

Moelis & Company MC MC US Ebrahim H. Poonawala

Palmer Square Capital BDC PSBD PSBD US Derek Hewett

PennyMac Mortgage Investment Trust PMT PMT US Derek Hewett

Prosperity Bancshares Inc PB PB US Brandon Berman

Regions Financial RF RF US Ebrahim H. Poonawala

Starwood Property Trust STWD STWD US Derek Hewett

State Street Corporation STT STT US Ebrahim H. Poonawala

Washington Trust Bancorp Inc WASH WASH US Brandon Berman

Zions Bancorp ZION ZION US Brandon Berman

UNDERPERFORM

Ares Commercial Real Estate Corporation ACRE ACRE US Derek Hewett

Bank of Hawaii Corp. BOH BOH US Brandon Berman

BrightSpire Capital Inc. BRSP BRSP US Derek Hewett