Re: Banco Santander (SAN)
SAN los analistas coinciden en que necesita una ronda de capitalizacion up 5.000millones. Berenberg, JPMorgan,Bellevue INC y otros, eso es una losa que va lastrar la cotizacion.
"JPMorgan Chase & Co. analysts led by Kian Abouhossein estimate the bank needs as much as 5.5 billion euros in new equity to reach that goal by 2018 and may have to cut its dividend again to close the gap. “If nothing materially positive comes out of this Investor Day, our thesis on Santander will need to be revisited,” they said in a note Monday. Abouhossein has an overweight recommendation on the lender."
"The bank has already raised its CET1 objective twice this year. However, to fulfil the latest increase, the bank will require around 5.5 billion euros in new equity. Also, shareholders may have to suffer another dividend slash. -"