Barclays PLC in 2 stories
The narratives BARC.L currently appears in, with its side and exposure in each.
Bull side
2 stories- Wall Street Reclaims the Credit Machine
BARC.L in “Wall Street Reclaims the Credit Machine”
FadingExposure: not rated yetDeregulation and a reopened deal market are shifting bargaining power back toward banks, brokers and advisers.
Barclays has one of the largest transatlantic investment-banking franchises and should benefit from stronger US underwriting, financing and trading activity.
- Europe's Banks Become Cash Machines
BARC.L in “Europe's Banks Become Cash Machines”
FadingExposure: not rated yetHigher structural margins, consolidation and giant capital returns are turning Europe's former value traps into yield-rich compounders.
Better capital allocation and a more focused investment bank can narrow Barclays' persistent valuation discount.
Bear side
0 storiesNo bear-side stories for BARC.L yet.