Hsbc Hldgs Plc (HSBC) - Monday, Jul 14, 2025

Key points (machine generated)

• HSBC's stock is trading at high multiples, but a drop in 1M HIBOR could reduce their 2026 EPS by about 10%, a risk not yet reflected in estimates.
• The bank's net interest income is more sensitive to low HIBOR rates than disclosed, raising concerns for management about prolonged low rates.
• In a bearish scenario, HSBC's stock could decline by 20%, while Barclays presents a strong long opportunity with expected NII growth and undervaluation.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.