BNP Paribas S.A.

BNP Paribas is engaged in the provision of banking and financial services. Co.'s business activities are divided into two segments: Retail Banking & Services and Corporate and Investment Banking. The Retail Banking and Services business includes domestic markets and international financial services. The Corporate and Institutional Banking comprises of corporate banking, global markets, and securities services. Other activities include principal investments, which related to Co.'s central treasury function, some costs related to crossbusiness projects, the residential mortgage lending business of personal finance, and certain investments.
  • TickerBNP
  • ISINFR0000131104
  • ExchangeEuronext Paris
  • SectorBanks
  • CountryFrance

Analysts

Alex Koagne ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Olfa Taamallah
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/05/2018

...

Alex Koagne ...
  • Jean Sassus

ODDO : 2018 stress tests - so much for them being a formality

>Key points - tightening constraints - The stress tests are hardly a non-event:CET1 adverse scenario = 10.05% (weighted average) but three banks have a CET1 below 7.0%: Barclays (6.37%); BPM (6.67%); Lloyds (6.80%).CET1 adverse scenario vs SREP: 8 out of 14 of the stocks in our universe subject to the stress tests show an adverse CET1 that is below their SREP: DBK (-361bp), SG (-189bp), BNPP (-111bp), ING (-105bp), CBK (-82bp), UCI (-66bp), BBVA (-45bp), Sa...

Alex Koagne ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Olfa Taamallah
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/11/2018

...

Alex Koagne ...
  • Jean Sassus

ODDO : Stress Tests 2018 – Vous aviez dit une formalité ?

>Points clefs – L’étau se ressert - Les Stress Tests ne seront pas vraiment un non-événement :CET1 Scénario Adverse = 10.05% (moyenne pondérée) mais avec 3 banques dont les CET1 sont inférieurs à 7.0% : Barclays (6.37%) ; BPM (6.67%) ; Lloyds (6.80%).CET1 Scénario Adverse vs SREP: 8 valeurs de notre univers sur 14 soumises au Stress Test affichent un CET1 Adverse inférieur à leur SREP: DBK (-361bp), SG (-189bp), BNPP (-111bp), ING (-105bp), CBK (-82bp), UCI...

Matthieu DRIOL

Analyse court terme - BNP PARIBAS : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 45,725 €, puis 42,294 €. Le franchissement de 55,251 € remettrait en cause la suite de la baisse.

Carole Braudeau

Morning Crédit 22/11/2016

Le FSB a publié hier matin la nouvelle liste des 30 banques systémiques mondiales et les surcharges en capital CET1 qui leur seront imposées pour 2017>

Carole Braudeau

Credit Morning 11/22/2016

The FSB yesterday published its updated list of 30 global systemically important banks (G-SIBs) and the CET1 capital buffers that they are required to hold by 2017 >

Alex Koagne ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Olfa Taamallah
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/05/2018

...

Alex Koagne ...
  • Jean Sassus

ODDO : 2018 stress tests - so much for them being a formality

>Key points - tightening constraints - The stress tests are hardly a non-event:CET1 adverse scenario = 10.05% (weighted average) but three banks have a CET1 below 7.0%: Barclays (6.37%); BPM (6.67%); Lloyds (6.80%).CET1 adverse scenario vs SREP: 8 out of 14 of the stocks in our universe subject to the stress tests show an adverse CET1 that is below their SREP: DBK (-361bp), SG (-189bp), BNPP (-111bp), ING (-105bp), CBK (-82bp), UCI (-66bp), BBVA (-45bp), Sa...

Alex Koagne ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Olfa Taamallah
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/11/2018

...

Alex Koagne ...
  • Jean Sassus

ODDO : Stress Tests 2018 – Vous aviez dit une formalité ?

>Points clefs – L’étau se ressert - Les Stress Tests ne seront pas vraiment un non-événement :CET1 Scénario Adverse = 10.05% (moyenne pondérée) mais avec 3 banques dont les CET1 sont inférieurs à 7.0% : Barclays (6.37%) ; BPM (6.67%) ; Lloyds (6.80%).CET1 Scénario Adverse vs SREP: 8 valeurs de notre univers sur 14 soumises au Stress Test affichent un CET1 Adverse inférieur à leur SREP: DBK (-361bp), SG (-189bp), BNPP (-111bp), ING (-105bp), CBK (-82bp), UCI...

Alex Koagne ...
  • Jean Sassus

BNP Paribas : The re-rating linked to an improvement in operational performance will now be for 2019

>An average downward revision to our EPS forecasts for 2018-2020e of 3.5% - Following the publication of Q3 2018 results, we have revised down our forecasts for 2018-2020e EPS by 3.5% to factor in the slower pace of revenue growth, notably at the CIB and BNL activities, and a slightly higher cost of risk. As a result of this adjustment we have cut our target price to € 68 (vs € 71.20), i.e. upside potential of 48%. We are sticking with our Buy recommendation because w...

1 director bought

A director at BNP Paribas bought 900 shares at 63.056EUR and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board mem...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/31/2018

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/10/2018

...

Ibrahim Firdaus

BNP Paribas

Ibrahim Firdaus

BNP Paribas

Ibrahim Firdaus

BNP Paribas

Ibrahim Firdaus

BNP Paribas

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Ibrahim Firdaus

BNP Paribas

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Jehanne Leroy

Proxy Report - 24/05/2018

ITEM 13: Proxinvest supports the 2018 executives’ remuneration policy as the overall structure is acceptable and as the company discontinued the option to grant exceptional remuneration. ITEMS 15 and 16: Likewise, we support the amounts granted in 2017 to executives as they are acceptable. We note however that more disclosure could improve shareholders' understanding of amounts granted.

Jehanne Leroy

Proxy Report - 24/05/2018

Proxinvest soutient la politique de rémunération 2018 des dirigeants en raison de la structure équilibrée de celle-ci, mais surtout en raison de la suppression de la possibilité d’attribuer une rémunération exceptionnelle. De la même façon, nous soutenons également les rémunérations attribuées en 2017 au regard de leurs montants et structure acceptables. Cependant, nous encourageons la société à améliorer sa communication afin que l'actionnaire puisse avoir une parfaite compréhension des montants attribués et de leur lien avec les performance effectuées.

Matthieu DRIOL

Analyse court terme - BNP PARIBAS : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 45,725 €, puis 42,294 €. Le franchissement de 55,251 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - BNP PARIBAS : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at €45.725, then €42.294. Passing €55.251 would question the continuation of the fall.

Matthieu DRIOL

Short term view - BNP PARIBAS : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at €45.725, then €42.294. Passing €55.251 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - BNP PARIBAS : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 45,725 €, puis 42,294 €. Le franchissement de 55,251 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Analyse moyen terme - BNP PARIBAS : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 43,553 €, puis 39,287 €. Le franchissement de 55,251 € remettrait en cause la suite de la baisse.

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