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The valuation of the Nordic banking sector, including Aktia, is historically low. The rapid rise in interest rates will clearly boost the sector's earnings development. On the other hand - a high inflation rate and weakening economic development will reduce the credit demand of both households and businesses, plus increase the risks for credit losses. Analyst Matias Arola summarizes Aktia as a case, and scrutinizes how well the bank is performing in the given market context.
Contents:
00:00 Introduction
02:00 AUM
03:20 Changes in portfolio
04:50 Asset management business in Finland
07:52 Banking sector
10:20 July's profit warning
14:00 Market risks
16:00 Factors to follow as an investor
Pictures: Inderes and Aktia.
Learn more about the valuation in the Nordic banking sector: (published 2022-09-16)
Valuation of the Nordic banking sector is low
https://www.inderes.se/analyst-comments/valuation-of-the-nordic-banking-sector-is-low
Read more about Aktia
Any possible target prices and recommendations included in this video are based on commissioned research, which for the time being is only available in Finnish. Link to the latest report published at the time of the video recording:
https://www.inderes.fi/fi/tase-alkaa-tuottamaan (published 2022-08-06)