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Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)

NYSE - Nasdaq Real-time price. Currency in USD
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4.5400+0.0200 (+0.44%)
At close: 04:00PM EDT
4.4900 -0.04 (-0.88%)
After hours: 04:06PM EDT
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  • J
    José
    Why did BBVA drop over 8% today?
    It fell a lot harder than the indices or its peers, and usually banks don't react as badly to inflation or higher rates talk.
  • r
    r
    Wow all the humans have dropped out of this discussion. Bots and spam here.

    It is too bad. I wanted to talk about Mexico, Turkey and Colombia economic forecast for 2023.

    Mexico should roar with economic recovery at a high speed. They never spent as the US did and are currently not dealing with a self destructive inflation while price increases do exist globally.

    Who could add to this discussion?

    Turkey has increased BBVA profits with their high interest rates. What a political fiasco this country is experiencing. I saw a tv interview where the a turkish woman said they were experiencing 100% inflation.

    Colombia is set to have a commodity boom. This economy will be another positive revenue story in the BBVA portfolio.

    Agriculture and commodities have become weapons of war in this new world.

    I really wish I could talk to someone and hear their point of view.
  • p
    paolovia
    I’ve been looking at this company from a distance for years and regret not buying it for the dividend when it was really beaten down. I noticed call option activity is up, which seems a good sign, so put a little skin in the game that way. It helps me pay attention, so hopefully now I can get more knowledgeable and eventually contribute to your conversations. GLTA.
  • r
    r
    Are global #$%$ economic conditions moving toward higher risk, higher central bank rates and higher inflation rates? BBVA has managed global financial risk masterfully. During the height of the post GFC the share price topped $25. I am looking for earnings to increase in the high single digits to the low teens into a higher global environment of volatility, risk and uncertainty. They are well on the path of earnings growth.
  • C
    Chen
    Bought 1k shares. Hello folks.
  • r
    r
    I see the shares down but not a word of bad news from the company. This last dividend was very nice.

    Profits are up and the stock buy back is in a down market. From what I have read bbva will announce further buybacks or give shareholders cash from profits.

    We are in 1 billion buy back now and a final billion by the end of October.

    I would be pleased to hear that further buybacks were coming.

    These are dangerous times for everyone. I would not claim any certainty going forward. However IF, bbva could navigate the current events I would applaud the management team.

    Colombia is set to do very well being resource rich and a strong trading partner with the US.

    I am keeping my eyes open.
  • C
    Chen
    Can we have some 10% yield price to add? That will be great.
  • L
    Louie
    Down premarket, when to average down?
  • P
    Patrick
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  • r
    r
    What is BBVA doing with the excess cash they have from the sale of the US unit? I am only aware of the 10% buy back of shares. There is 7 billion dollars sitting somewhere to my knowledge is unassigned.
  • J
    JP
    COIN going public increases the value of an asset BBVA holds. In August, BBVA will close the deal with PNC who will acquire the BBVA US banking presence across the sunbelt for a bit over $11b. Now, the bump last year from the $3/share range to $5/share range is pricing that acquisition in. An investment in BBVA now is an investment in what they will be doing with all that cash. We know there will be a nominal dividend representing 2020 and that regular dividends will start back up this year. We also know that they've announced the real possibility of 10% stock repurchase. On the downside, Garanti BBVA is operating in Turkey where finance ministers go in & out through a revolving door. But show me another bank that is more advanced than BBVA in terms of commitment to ESG and fintech. I'm in for the long haul.
  • J
    JP
    Previous posters queried what was $BBVA going to do with the cash from the PNC sale besides a share repurchase. Well, we have one answer and that is to make an offer for the outstanding shares of Garanti ( Turkey ) that they currently do not own. The CEO of $BBVA is Turkish and a smart guy, one would think he knows what he's doing. The market has hammered the news to the tune of nearly 4%. Any thoughts?
  • J
    JP
    $BBVA up 10% since Thursday's close. Earlier this year I had pegged $7.69 by Thanksgiving, should be close to that. Full earnings report on the news feed of the BBVA website. I'm very high on their huge numbers of new digital customer accounts including a fully digital offering in Italy. Big into digitalization/fintech, big into ESG and buying back up to 3.5b Euro worth of shares. What's not to like?
  • J
    JP
    BBVA sells US subsidiary to PNC for $11.6b, stake in Coinbase, best in show digital platform, very strong ESG credentials, share repurchase in 2021, small dividend representing 2020 to be delivered soon, regular dividend to resume if ECB allows. I've been in since early August and am very happy with 80% return. Will hold for longer term as I really like how this bank is run.
  • L
    Li
    Alright I bought in today for the crypto-trading and custody catalysts. I hope they use that money for leveraged digital growth and not buy back shares. If they do that, I'm out.
  • C
    C Opt
    There's not much interest in this semi-regional (southern USA), international bank. This paper was selling for $9 per share not long ago, now it can't get above $6. it pays a decent dividend, twice per year, once in the spring and once in the fall.
  • r
    r
    I do not trust the US markets or the European markets. One domino drops and the global fiat backed equity boom evaporates. I do see equities going higher but will the currency they are denominated in continue to have the buying power of even today? Gold and minerals are currently suppressed compared to equities and fiat.

    Bbva could have been a hedge for investments in fintech, Mexico and developing countries. Turkey has not been rewarding. If Turkey would behave as a Mexico bbva shares would lift dramatically.
  • J
    JP
    Next week my $BBVA investment becomes long-term and I've got my double. I plan on keeping these shares for the next 2-4 years as they are on the cutting-edge of fintech and they are serious with regards to their ESG priorities. $BBVA news in their website is very informative.
  • r
    r
    I am watching the share holder meeting. I do hope the buy backs significantly increase the share price.

    It is a bit disappointing that bbva can not raise the shareholder price in a sustained way with good news.
  • M
    Mike
    Yesterday BBVA's market cap was cut 2.7 bil. Their stake in Garanti bank is worth $2.13 bil. Garanti bank is self funded, so there is no risk exposure to the group. Even IF Garanti bank goes to 0, BBVA's Return on tangible equity will drop to 8.5%. - no other european bank can match that. (DB's rote is around 2%). BBVA trades at 0.8 BV. This is insane valuation for money machine like bbva. So basically mr market values bbva's stake in Turkey @ 0 , i would say @ less than 0. I see maximum pain here not lower than $6, valuation will return where it should be $8-9. Sometimes market is insane and people should take advantage of that. I did my dd...did you?