Efter aflæggelse af Q2 regnskabet afholdt Nordeas 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
• Strong result, driven by high income growth, firm cost control and low loan losses
➢ Net interest income up 13%, net fee and commission income up 30% and solid net fair value result
➢ Net loan loss reversals of EUR 51m
• High levels of business activity and strong growth across Nordics
➢ Mortgage volumes up 6% y/y, SME lending up 8% y/y and assets under management up 24% y/y
• Cost-to-income ratio* improving at 49% and underlying cost development in line with plan
➢ Significantly higher business activity driving slightly updated cost outlook
➢ FY2021 costs now expected to be around EUR 4.6bn
• Continued strong credit quality – management buffer largely unchanged
• Profitability improving: return on equity* at 11.4% and earnings per share EUR 0.25
• Capital position among best in Europe with CET1 ratio of 18.0%
➢ Ready to distribute unpaid dividends and start buy-backs in Q4
