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BofA Securities assigns underperform rating to SBI Holdings stock, highlighting fair value challenges

EditorAhmed Abdulazez Abdulkadir
Published 10/07/2024, 05:40 PM
8473
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On Monday, BofA Securities initiated coverage on SBI Holdings, Inc (8473:JP) (OTC: SBHGF) with an Underperform rating and set a price target of JPY3,500.00. The firm employed a sum-of-the-parts (SOTP) methodology to determine the fair value of the company's shares. According to BofA Securities, this price target is justified by SBI Holdings' return on tangible equity (ROTE), which has consistently been around or above 10% since SBI Shinsei Bank became a consolidated subsidiary.

The analyst at BofA Securities pointed out that the Underperform rating was assigned because the potential for share price growth is comparatively lower than other companies covered by the firm. The price target reflects 1.1 times the estimated tangible book value per share (TBVPS) at the end of the fiscal year ending March 2025, which is viewed as reasonable given the company's ROTE performance.

The analysis also took into account the value of SBI Shinsei Bank, which is partly owned by the government. The firm noted that the amount of public money, less than ¥330 billion, that needs to be repaid by SBI Shinsei Bank, is a factor that should be considered when assessing SBI Holdings' fair value. BofA Securities chose not to include this repayment in their SOTP valuation as the repayment is planned over an extended period. However, this factor was incorporated into the overall rating decision for SBI Holdings.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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