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Q3 income 6% below our ABGSCe due to lower NCI... .
13% CAGR in adjusted EPS for 2022-'25e Q3e: 7% NII growth q-o-q and another strong quarter on trading Raising estimates on guidance upgrade ...
Q2: Income and costs in line, while write-backs fuelled beat 2023e raised on the huge write-back of loan loss provisions.
2% PTP beat despite higher-than-expected restructuring costs Higher costs are of a one-off nature – no estimate revisions 18.
19% CAGR in adjusted EPS for 2022-'25e Q1e: 14% NII growth q-o-q and another strong quarter on MVA Competitive ROE and dividend yield at '25...
Q4'22 pre-tax profit +2% vs. ABGSCe Positive signs on trading income and costs '23e-'24e 6% div.
Q4'22 pre-tax profit +2% vs ABGSC 2022 ended with a rebound in trading income Proposed DPS at DKK 0.
FY'22 PTP guidance DKK ~600m, at high end of the old range Strong Q4e based on 21% NII growth q-o-q and rebounding MVA Probable return of di...
Previous pre-tax profit guidance interval of DKK 500m-600m.
Reversals and deferred tax behind net profit beat… …while the full effect of rate hikes awaits 2024e adj.
Large net profit beat from loan loss reversals… … and exploitation of deferred tax asset PBLL miss likely to send the stock down today Net ...
Core banking operations continue solid momentum… …on top of suffering bond portfolio in Q3e ’24e EPS raised 7%; Below peers on 6.
Net profit guidance downgraded to DKK 500m-600m Bond portfolio suffering from increasing interest rates Core banking operations and loss l...
Strong core business only offset by trading income Hunt for new corporate customers off to good start Trading income starting to threaten FY...
High growth in fees and commission Costs falling more than expected from synergies Capital deductions made for the expected dividends Strong...
First indication of campaign towards corporate customers Income again reduced due to market value adjustments Vestjysk now trading at a 2024...
Continued focus on a diversified loan book Top-notch ROE expected to normalise at ~9% Expected dividend yield of 8% in 2022e Loan losses ...
Company ESG activities Vestjysk contributes to the UN’s Sustainable Development Goals, focusing its efforts on goals #5 (Gender Equality), #...
Strong NII momentum & large loan loss reversals in Q2 Underlying cost reductions still to filter into P&L We maintain our FV range including...
Good underlying NII momentum and loan loss reversals Cost help from synergies later in ‘21 than we expected We expect a neutral market react...
2021 net profit guidance upgraded to DKK 900-1,000m Our FV range including M&A up to DKK 2.
Preliminary result of the mandatory bid is out Bid accepted for just 6.
