BKU BankUnited, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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21:18
Feb 06
Feb 06
Regional bank consolidation creates takeover upside
A new era of bank consolidation is beginning, driven by pent-up demand, greater need for scale, faster and more certain regulatory approvals, and post-2023 regional-bank stress. Hidden franchise value means banks such as BankUnited, Banc of California, and Associated Banc-Corp trade below franchise value and should go higher even before any acquisition.
HIGH
21:02
Feb 06
Feb 06
Takeover basket trades below franchise value
Mayo resurrected his 1990s bank takeover model, marking balance sheets to market instead of relying on reported book value. He says hidden book value is typically about 50% more than book value, and several banks trade below their franchise value even before any acquisition. He names BankUnited, Banc of California, and Associated Banc-Corp in his takeover basket, saying these stocks should go higher with or without an acquisition.
HIGH
18:49
Feb 04
Feb 04
Takeover banks trade below franchise value.
Several banks trade below franchise value after adjusting for hidden book value and credit marks; BankUnited, Banc of California, and Associated Banc-Corp should move higher even without an acquisition, and are part of his takeover basket.
HIGH
About BKU Investor Commentary
Across the available history and selected sources, Buzzberg tracks BKU (BankUnited, Inc.) across 1 sources: 3 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Mike Mayo.