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re: 2024 bank failure predictions
Posted on 1/26/24 at 7:34 am to mule74
Posted on 1/26/24 at 7:34 am to mule74
Truist has $37b in cash and $10b cash inflow with total long term debt of $67b. They don’t need liquidity. They’re extremely profitable. The only negative to them is their revenue growth contracted recently.
2
Posted on 1/26/24 at 8:05 am to Shepherd88
Their CRE exposure is not terrible. In a worse spot than a JPM, but by no means in an awful spot. Footprint matters here and their heavy southeast exposure is a CRE positive.
Now, a Valley National Bank, with a northeast footprint and a heavy non residential CRE loan portfolio…..that might be one to watch
Now, a Valley National Bank, with a northeast footprint and a heavy non residential CRE loan portfolio…..that might be one to watch
Posted on 1/26/24 at 9:33 am to Shepherd88
quote:
Truist has $37b in cash and $10b cash inflow with total long term debt of $67b. They don’t need liquidity. They’re extremely profitable. The only negative to them is their revenue growth contracted recently.
I am telling you what we are being told. They are concerned about the new reserve requirements that are being imposed by the feds.
There is also an issue that we are undervalued on the balance sheet, and they can get a high multiple return by selling us.
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