Efter aflæggelse af Q1 regnskabet afholdt Nordea 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.
Nordea indleder præsentationen sådan:
Executive summary
• Continued growth in business volumes and customer satisfaction across Nordics ➢ Mortgage lending volumes up 6% y/y and SME lending volumes up 7% y/y ➢ Assets under management up 33% to record high of EUR 372bn; particularly strong net inflow into retail funds
• Operating profit up 75% y/y, driven by high income growth, and total income up 21% y/y ➢ Net interest income up 9% and net fee and commission income up 8%; net fair value result exceptionally strong
• Cost development in line with plan; cost-to-income ratio* down to 48%
• Profitability improving – return on equity* at 11.0% and earnings per share of EUR 0.19
• Strong credit quality with low realised losses; net loan losses and similar net result EUR 52m or 6bp
• Capital position among strongest in Europe with CET1 ratio of 17.5%, 7.3 percentage points above requirement ➢ AGM authorisation for dividend of maximum EUR 0.72 per share, to be distributed after September 2021 in line with ECB guidance • On track to reach 2022 financial targets
