EPISODE · Feb 19, 2026 · 8 MIN
European Banks: further to go
from BNP Paribas Wealth Management · host Investment Strategy podcast
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential of European banking stocks.European banks delivered a 67% return in 2025, yet remain undervalued with 15% upside potential and a 5% dividend yield for 2026.Rising interest rates, a steepening yield curve, and 4% loan growth are boosting earnings, supported by strong balance sheets.New EU regulatory reforms and AI-driven digital transformation are unlocking revenue streams and cutting costs.Trading at 10x forward earnings, a 33% discount to US peers, with higher profitability and potential M&A opportunities.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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European Banks: further to go
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