Posts on TFC

Latest ideas and analyses related to Truist Financial Corporation Common Stock

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PNC , TFC , USB , SCHW , COF

+12 pts



Assessing TLAC shortfalls for the superregionals, COF & SCHW

By ethonomics on Sept. 20, 2022, 2:42 p.m.
Tagged topics: TLAC shortfalls

Views: 7, Votes: 3, Responses: 0, Attachments: 1
ALLY , CFG , SBNY , SI , TFC

+34 pts



2Q22 Earnings Day 4: ALLY, CFG, SBNY, SI, TFC

By realmomobags on July 20, 2022, 5:23 a.m.
Tagged topics: earnings results , Banks

Views: 14, Votes: 4, Responses: 0, Attachments: 1
STT , MS , CFG , WFC , PNC , HBAN , C , TFC

+33 pts



2022 CCAR: Interim SCBs broadly in line with expectations although dividend increases are a bright spot

By ethonomics on June 28, 2022, 4:42 p.m.
Tagged topics: dividend increases

Views: 12, Votes: 3, Responses: 0, Attachments: 1
AXP , FRC , ALLY , CFG , CMA , SBNY , HBAN , TFC , BKU , MTB , BFH , DFS , FITB , KEY , RF , ZION

+16 pts



The regional banks are under a lot of pressure this year, given that investors are trading them based on a late cycle playbook. That is...

By marschenntdeb729bd97b0413b on June 2, 2022, 12:33 a.m.
Tagged topics: recession risk

Views: 22, Votes: 6, Responses: 0, Attachments: 0
FRC , MTB , CMA , RF , SBNY , TFC , BKU , AXP , ALLY , BFH , DFS , ZION , KEY , CFG , HBAN , FITB

+35 pts



Revisiting recession risk – how much is priced into regional bank and consumer finance stocks

By ethonomics on May 31, 2022, 2:37 p.m.
Tagged topics: recession risk

Views: 28, Votes: 2, Responses: 1, Attachments: 1
MTB , FITB , RF , KEY , TFC , ZION , FRC , SBNY , SIVB , HBAN , BKU , CMA , CFG , SNV

+31 pts



Assessing the risk of deposit outflows for the banks as the Fed unwinds its balance sheet

By ethonomics on May 31, 2022, 2:31 p.m.
Tagged topics: deep dive

Views: 19, Votes: 2, Responses: 0, Attachments: 1
BAC , C , GS , JPM , MS , PNC , USB , WFC , TFC , Banks

+37 pts



Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years

By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth

Views: 178, Votes: 4, Responses: 0, Attachments: 41