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BBVA
NYSEAnalystsHold3+12%Financials · Diversified Banks
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Structural: BBVA is a European-listed bank with an emerging-market earnings engine. Mexico contributes roughly 55% of group net attributable profit, Turkey ~15-20%, South America ~10-15%, Spain ~15-20%. Net interest margins in Mexico (~12-13%) and Turkey (post-hyperinflation accounting reset) structurally dwarf Spanish and core-European NIMs (~2-3%), giving BBVA a return-on-tangible-equity profile (~18-20%) that prints closer to a US regional than a Eurozone universal bank.
The Sabadell tender offer (announced May 2024) would create Spain's #2 domestic bank and is the swing variable on the European leg.
It reads our $BBVA data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
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No major news in the last 7 days for BBVA - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.