RBC ক্যাপিটাল মার্কেটস ने ব Santander-এর 2028 সালের নেট ব্যাজ ইনকাম forecast কমিয়েছে এবং পুনর্গঠন চার্জ বাড়িয়েছে, লক্ষ্য মূল্য 13.25 ইউরো করে আউটপারফরম রেটিং রাখা। শেয়ার 1.5% হ্রাস পায় 12.14 ইউরোতে। Citi has increased its 12-month bitcoin target to $113,000 from $82,000 citing debasement fears and regulatory clarity, with bitcoin trading at $83,898. UBS analysts noted Caixa Bank faces temporary net interest income headwinds in late 2026 due to liability repricing, though AI disruption is viewed as gradual. Citi analysts assessed the threat of AI agents to European bank deposits as overblown, expecting tools to remain embedded within bank digital offerings rather than replacing traditional relationships.
BBVA, Caixa Bank, and KBC are best positioned incumbents. J. P.
Morgan analysts noted the U.K. budget provides third-quarter distraction but the banking backdrop remains resilient with a modest bank tax rise priced in.
উৎস: Wall Street Journal Markets · সারাংশ: HeadlinesBriefing