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Ally Financial (ALLY US)
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113
Analysis
Financials
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United States
Ally Financial Inc. is a automotive financial services company powered by a direct banking franchise. The Company operates as a financial holding company.
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bearish
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Thematic (Sector/Industry)
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30 Sep 2023 12:21
US Big Banks - Wkly B/S 20 Sep, Slower Loans +1.5%, CRE -0.5%, Big Term-Deposits Up to 6.8% of Total
New balance sheet data US big banks: weaker loan growth, more negative for CRE, higher big term deposits. Loan loss reserves continue to rise fast....
Daniel Tabbush
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488 Views
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bearish
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Thematic (Sector/Industry)
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23 Sep 2023 10:03
US Large Banks - New B/S Data: CRE Craters, MBS Sharp Decline, LLR & Big Fixed Deposits Up+, SE Flat
HFD shows risk aversion increasing at large US banks. LLR rising a lot and big fixed time deposits, can mean worsening net profit delta. With less...
Daniel Tabbush
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438 Views
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bearish
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Thematic (Sector/Industry)
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21 Sep 2023 12:42
US Banks - Added $122bn Cash In Past 2 Weeks | Loans up $31bn | CRE Loans Down | Deposits up $113bn
US banks are de-risking. Weekly balance sheet data shows almost all new deposits coming in moving into cash. Jumbo time deposits now far higher to...
Daniel Tabbush
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477 Views
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bullish
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Remitly Global
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20 Sep 2023 19:20
Remitly - Rev +49% | ROW Rev +120% | Scaling: COGS -25% | Adj EBITDA Margin 2Q23 Is 8.7%, Highest
49% revenue growth 2Q23, COGS/revenue in decline. Adj EBITDA is positive, rising sharply in 2Q23 from 1Q23, 4Q22. Scale, penetration, reach, new...
Daniel Tabbush
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425 Views
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bearish
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Thematic (Sector/Industry)
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10 Sep 2023 18:28
US Banks - New HFD | Big Bnks CRE -0.2%, Big FD's +80% | Sm. Bnks CRE +11% | LLR, Capital: Divergent
New weekly balance sheets: large banks at -0.2% CRE loan growth, first time negative this year; small banks at 11% CRE loan growth. Large banks'...
Daniel Tabbush
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385 Views
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