Hints and tips:
...“Banks are using reciprocal deposits aggressively, as they should,” said Christopher McGratty, an analyst who follows regional banks for Keefe, Bruyette & Woods....
...“The year ended on a whimper,” Keefe, Bruyette & Woods analysts wrote in a note to clients, adding that the bank’s operational performance had been “poor”....
...“Ted Pick probably lowered the bar a little bit, near term, on the wealth management business,” said David Konrad, an analyst at Keefe, Bruyette & Woods....
...But the increased use of incentives might weigh on company margins, said Jade Rahmani, an analyst at Keefe, Bruyette & Woods....
...“The transparency is still more opaque than we think investors would like to see,” said Michael Brown, an analyst at Keefe, Bruyette & Woods....
...Alphaville got hold of Tom Michaud of Keefe, Bruyette & Woods for a couple of chats. Michaud has been chief executive officer of KBW since 2011....
...“The dividend wasn’t just the dividend, it was totemic,” said David Threadgold, Japan banks analyst at Keefe, Bruyette & Woods, adding that Aozora’s dividend payments had been an expression of the bank’s...
...Jade Rahmani at Keefe, Bruyette & Woods estimated that the book values of industry leaders such as DR Horton and luxury home specialist Toll Brothers should rise by about 20 per cent a year for the next...
...Outlawing the commission structure that realtors rely on could threaten the jobs of as many as 80 per cent of the country’s real estate brokers, according to one analysis by Keefe, Bruyette & Woods....
...Robert Lee, an analyst at investment bank Keefe, Bruyette & Woods, recently valued Brookfield’s asset management business at more than $75bn....
...“Ted Pick probably lowered the bar a little bit, near term, on the wealth management business,” said David Konrad, an analyst at Keefe, Bruyette & Woods, who downgraded Morgan Stanley’s stock to “market...
...More than 100 companies are now eligible for S&P 500, the mid-cap 400 and small-cap 600, according to Keefe, Bruyette & Woods, an investment bank....
...This week, analysts at Keefe, Bruyette & Woods said they estimated the costs involved in breaking up HSBC along the lines proposed by Ping An would be as high as $13bn....
...“The magnitude of losses and outflows is alarming,” said Thomas Hallett, an analyst at Keefe, Bruyette & Woods, on Monday. “There is more to come....
...“UBS has traditionally operated a high returning, high quality, stable franchise,” analysts at Keefe Bruyette & Woods noted....
...Keefe, Bruyette & Woods analyst Thomas Hallett described the results as “lacklustre”, adding: “Overall, the bar was set low into earnings and yet results still managed to disappoint.”...
...“[We] expect early thoughts from new CEO Harvey Schwartz but no substantive commentary at this time,” said Michael Brown, an analyst who covers Carlyle at Keefe, Bruyette & Woods....
...& Woods....
...“It is a big number,” Brown, the analyst with Keefe, Bruyette & Woods, said of the compensation arrangement, “but if he delivers, shareholders will have been richly rewarded”....
...Thomas Hallett, an analyst at Keefe, Bruyette & Woods, described the outflows as “huge”. “This is deeply concerning, in our view,” he said. “At best, some return but at what cost?...
...The results were slightly below estimates published by analysts at Keefe, Bruyette & Woods in mid-July....
..., Bruyette & Woods....
...“We’ve seen some warning shots from the US,” said Thomas Hallett, an analyst at Keefe, Bruyette & Woods....
...Kyle Voigt, analyst at Keefe, Bruyette & Woods, was wrongly named in an article on August 20. We apologise for the error....
...“The Breit outflow bear case is playing out,” said Michael Brown, an analyst at Keefe, Bruyette & Woods. “[We] expect it to remain an overhang on shares in the coming quarters.”...
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