Efter aflæggelse af Q1 regnskabet afholdt Danske Banks ledelse med analytikerne deres investorpræsentation, som kan ses via dette link. Her har man mulighed for at høre Q&A med analytikerne efter ledelsens indledende præsentation.
Danske Banks indleder præsentationen sådan:
Key points, Q1-21 vs Q1-20
• Total income up 17%, driven by the rebound in trading income and net income from insurance business, off-set by slightly lower NII
• Cost-income ratio closer to longterm ambition; down 11pp due to a combination of higher total income and results from cost management initiatives
• Profit before tax further up due to a significant decrease in impairment levels of 88%, in line with expectations
Key points, Q1-21 vs. Q4-20
• Total income stable from Q4, despite record-high performance fee bookings in Q4 of 628 m
• Cost-income ratio further down from Q4, due mainly to run-off of transformation cost and costs related to AML/Estonia
• Impairments further down from the level in Q4, driven primarily by positive trend in LC&I oil-related exposure
