Banks are on the stock market: a good sign for the future?

“Situation sanitized”

The. However, reasons for this good stock market resistance are multiple. Moreover, Since the 2008 crisis which has been fatal to a few big names. Nevertheless, starting with Dexia or to a certain extent fortis, “The situation has been sanitized. Nevertheless, The equity has been banks stock market: good sign reinforced. Additionally, Nevertheless, the profitability is back”explains Xavier Servais, managing director of the investment consulting company Delande. For example, It also raises the decline in interest rates, which has made it possible to “Revaluate bond portfolios”. Therefore, The rate curve, which has long been reversed (with short higher rates than long rates) has become normal again. “We come back to normal profitability”.

Another element that could play. according to the analyst: the banking sector is “Sheltered from customs tariffs” imposed by Donald Trump even if he is not “Not impossible” That the President of the United States requires certain measures of the type requiring more investments in the United States to be able to use the dollar.

Boeing. Coca-Cola, Ford, etc: Trump’s unexpected effects on American giants

Another element: the financial sector displays “appreciable yields” With dividends that increase. The figures published in recent days by big banks stock market: good sign names like BNP Paribas or ING confirm it. Moreover, “The valuations remain reasonable “. The course/profits ratio is currently less than 10 while it is 24 for the Standard & Poor’s index. And Xavier Servais to argue that the insurance sector also benefits from reasonable valuations. can therefore present itself as an alternative to investors who want to stay in finance but take their profits on their banking shares.

As for the results of the stress tests published last week by the ABE (European banking authority). they have enough to reassure the capacity of European banks to resist a serious economic crisis. Even if, as Xavier Servais points out, the banking sector remains a “black box”, which can reserve unpleasant surprises. Currently, provisions for questionable receivables are low, which embellishes the profits. But some industrial companies, notably subject to tariff measures, may experience difficulties that would result in banks stock market: good sign bankruptcies. Another risk: turbulence on the bond market for example in the event of an increase in interest rates due to a loss of confidence in the solvency of states. to a brutal rise in inflation under the effect of customs tariffs.

In other words, the uncertain economic climate which currently prevails represents a risk for the banking sector. Even if it is better armed than 20 years ago.

Banks stock market: good sign

KBC results better than expected

The KBC action earned more than 4. % on Thursday after the announcement of better than expected results in the second quarter. The Flemish bancassurer garnered a net profit of 1.02 billion euros in the second quarter of 2025, up 10 % on an annual basis. CEO Johan Thijs has revised upward forecasts. It expects income growth of 7 % instead of 5.5 % previously while the banks stock market: good sign cost increase will be limited to less than 2.5 %. “”The insurance part. the subsidiaries in central Europe have particularly performed well “, Note Xavier Servais, managing director of the investment consulting company Delande.

KBC exceeds one billion profits. dope the Brussels Stock Exchange

Note that the bancassurer has increased its provisions by 40 million to a total of 116 million “For geopolitical and macroeconomic uncertainties “.