10/12/2024, 02:36 PM UTC
摩根大通Q3财报：股价被高估，但我仍看涨JP Morgan: Q3 Earnings, The Stock Is Inflated - Why I'm Still Long
1、摩根大通Q3财报超出预期，关键指标如净收入、净利息收入和EPS均大幅增长，推动股价上涨4.44%。2、同比来看，净利息收入增长稳健，为3%，净收入下降1%。但非利息收入增长强劲，达到12%。3、尽管CEO认为股价倍数过高，但作者认为股价合理，鉴于银行强劲的定位，给予买入评级。1. JPMorgan's Q3 earnings exceeded expectations with significant beats in key metrics like net revenue, net interest income, and EPS, leading to a 4.44% stock price increase. 2. Year-over-year, NII growth was modest at 3%, and net income decreased by -1%. However, non-interest revenue saw a strong 12% growth. 3. Despite the CEO's belief that the stock multiple is inflated, the author believes it is fairly valued and justifies a buy rating due to the bank's strong positioning.
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