Tariffs can be an opportunity for banks: Analyst on HSBC, StanChart
Michael Makdad, senior equity analyst at Morningstar, looks back on HSBC's interim earnings, and how some of the broader pressures in the global economy are affecting the banking sector.
HSBC weathers the BoCom storm as investors eye the underlying financial picture
HSBC Holdings PLC (LSE:HSBA) shares neared the session close down 2.3% at 943.5p after a volatile session, but recovered some earlier losses as investors digested the latest quarterly update. UBS described the results as better than expected beneath the surface, with adjusted pre-tax profit 10% above consensus when excluding a hefty $2.1 billion writedown on HSBC's stake in China's Bank of Communications (BoCom) and higher restructuring costs.
HSBC Q2 Pre-Tax Earnings Dip on Higher ECL, $3B Buyback Plan Unveiled
HSBC posts a 29% drop in Q2 pre-tax profit on surging credit losses and costs, but announces a $3B share repurchase plan.
HSBC Holdings plc (HSBC) H1 2025 Earnings Call Transcript
Danone S.A. (OTCQX:DANOY) H1 2025 Earnings Call July 30, 2025 5:30 AM ET Company Participants Georges Bahjat Elhedery - CEO, Member of the Group Management Board & Executive Director Manveen Pam Kaur - Group CFO & Executive Director Conference Call Participants Amandeep Singh Rakkar - Barclays Bank PLC, Research Division Benjamin Toms - RBC Capital Markets, Research Division Gurpreet Singh Sahi - Goldman Sachs Group, Inc., Research Division Jiahui Yan - China International Capital Corporation Limited, Research Division Joseph Dickerson - Jefferies LLC, Research Division Katherine L.
HSBC shares slide as profits drop 29% due to China and Hong Kong impairments
HSBC Holdings PLC (LSE:HSBA) shares fell over 4% after the bank reported a 29% plunge in second-quarter profit, but still unveiled another $3 billion share buyback and $0.10 quarterly dividend. Profit before tax came in at $6.3 billion for the second quarter, down $2.6 billion year-on-year due to a $2.14 billion impairment charge relating to a longstanding investment in China 'associate' Bank of Communications (BoCom) and exposure to the Hong Kong real estate market, which led to expected credit losses rising $900 million to $1.9 billion.
HSBC Holdings: Personal Banking Segment May Impact Revenues
Share repurchases and dividends remain central to the investment thesis, supporting shareholder returns and signaling management confidence. The recent surge in the stock price prompts caution, driven by share buybacks, creates doubts over growth in newly reallocated net fee income and stability in its net interest income. Key risks include macroeconomic headwinds and sector-specific challenges such as falling interest rates and neobanks adoption.
Affluent investors more than double their gold holdings, 50% look to own gold in the next 12 months - HSBC
Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Gold's momentum is fading — and a pullback is coming, says HSBC analyst
Surprisingly, the Israeli-Iran crisis did not propel gold prices higher.
HSBC's Arm to Exit German Custody Business Under Simplification Plan
HSBC's arm has agreed to sell its German custody business to BNP Paribas as part of a broader effort to streamline global operations.
HSBC Lowers Financial Advice Fee to 1% for UK Premier Clients
HSBC slashes its financial advice fee for UK premier clients to 1% as it ramps up perks and access for mass affluent investors.
HSBC Gains 18.3% So Far This Year: How to Play the Stock?
HSBC grows 18.3% year to date, fueled by Asia expansion strategy and restructuring efforts despite rising costs.
HSBC: Incoming Tailwinds From HK And MENA
HSBC Holdings is restructuring to prioritize high-return regions like Hong Kong, India, and the Middle East, scaling down in Europe and the US. The bank is already a leading ECM underwriter in the Middle East and North Africa, reinforcing its regional strength. Hong Kong is witnessing a sharp rebound in IPO activity after lackluster years in 2023 and 2024.
