Banco Santander SA

SAN-N

NYSE:SAN

2.61
0.07 (2.76%)
The Santander Group is a Spanish banking group centered on Banco Santander, S.A. As its name suggests, the company originated in Santander, Cantabria, Spain.
More at Wikipedia

Analysis and Opinions about SAN-N

Signal
Opinion
Expert
WAIT
WAIT
June 24, 2010
50% of revenues are coming from outside of Spain. Although stock price is down 40% (the same as Spanish index) you have to understand it is not where they are domiciled but where they are doing business. Doing very well in Mexico and South America. Wait to see what credit quality will look like among all the banks over the next couple of quarters.
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50% of revenues are coming from outside of Spain. Although stock price is down 40% (the same as Spanish index) you have to understand it is not where they are domiciled but where they are doing business. Doing very well in Mexico and South America. Wait to see what credit quality will look like among all the banks over the next couple of quarters.
WATCH
WATCH
May 19, 2010
Spain is one of the more difficult countries in Europe right now with almost 20% unemployment. Well run bank with some great assets. Situation in Spain will probably get worse so you will be able to get this at a lower price. It will bounce back and do well.
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Spain is one of the more difficult countries in Europe right now with almost 20% unemployment. Well run bank with some great assets. Situation in Spain will probably get worse so you will be able to get this at a lower price. It will bounce back and do well.
SELL
SELL
October 8, 2009
Has been a very funny stock simply because Spain has had one of the most disastrous economies in Europe and over the long-term will have to feel some effects from this. Has done a good job of diversifying globally. At these levels he would Sell.
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Has been a very funny stock simply because Spain has had one of the most disastrous economies in Europe and over the long-term will have to feel some effects from this. Has done a good job of diversifying globally. At these levels he would Sell.
COMMENT
COMMENT
September 30, 2009
This and Banco Bilbao (BBVA-SM) are well run Spanish banks. He prefers and owns Banco Bilbao because their M & A track record is a bit better. Surprised how well they have held up with the poor Spanish economy. Worst is still to come and the next 12 months can be choppy. Had a bounce back over 50% since its March lows. If you own, consider taking some off the table.
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Banco Santander SA (SAN-N)
September 30, 2009
This and Banco Bilbao (BBVA-SM) are well run Spanish banks. He prefers and owns Banco Bilbao because their M & A track record is a bit better. Surprised how well they have held up with the poor Spanish economy. Worst is still to come and the next 12 months can be choppy. Had a bounce back over 50% since its March lows. If you own, consider taking some off the table.
DON'T BUY
DON'T BUY
July 27, 2009
Spanish banks have been able to hold in and he thinks it's because of their exposure to Latin America. If they didn't have this along with their help from the Spanish government they would be in terrible shape. He would worry that at some point there will be something that may come home to roost.
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Spanish banks have been able to hold in and he thinks it's because of their exposure to Latin America. If they didn't have this along with their help from the Spanish government they would be in terrible shape. He would worry that at some point there will be something that may come home to roost.
BUY
BUY
November 5, 2008
Spanish bank with a large presence in Latin America. Has been hurt because he emerging markets have been hurt. Had pretty good earnings numbers. Non-performing loans went up 22% in the quarter. Stayed away from the subprime issue. Three quarters of their business is retail, which is very good. Good long-term growth. 6% yield.
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Banco Santander SA (SAN-N)
November 5, 2008
Spanish bank with a large presence in Latin America. Has been hurt because he emerging markets have been hurt. Had pretty good earnings numbers. Non-performing loans went up 22% in the quarter. Stayed away from the subprime issue. Three quarters of their business is retail, which is very good. Good long-term growth. 6% yield.
BUY
BUY
September 16, 2008
The 2 Spanish banks, Banco Santander SA (STD-N) and Banco Bilboa (BFR-N) were up today compared to most European banks. Latin American assets are still providing growth. Likes either of these banks. Yields are little over 6%. Trading at 6X earnings. Price to cash flow at around 3.5 to 4 times. Very good entry point.
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Banco Santander SA (SAN-N)
September 16, 2008
The 2 Spanish banks, Banco Santander SA (STD-N) and Banco Bilboa (BFR-N) were up today compared to most European banks. Latin American assets are still providing growth. Likes either of these banks. Yields are little over 6%. Trading at 6X earnings. Price to cash flow at around 3.5 to 4 times. Very good entry point.
BUY
BUY
July 29, 2008
Based in Spain but very strong franchise in Latin America. Spain is a bit more problematic because of their housing bubble. Earnings per share were up double digits. Strong balance sheet. Yield of around 4%.
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Based in Spain but very strong franchise in Latin America. Spain is a bit more problematic because of their housing bubble. Earnings per share were up double digits. Strong balance sheet. Yield of around 4%.
BUY
BUY
July 4, 2008
Trading at 5X cash flow. Spanish banks are down 20% because the Spanish economy is expected to slow.
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Trading at 5X cash flow. Spanish banks are down 20% because the Spanish economy is expected to slow.
COMMENT
COMMENT
November 14, 2007
Their housing market/mortgages went quite high and hasn't rolled over quite as much as the US, but the risk is there. The great thing about them is that they have Latin American exposure and Brazil is a better market to be exposed to.
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Banco Santander SA (SAN-N)
November 14, 2007
Their housing market/mortgages went quite high and hasn't rolled over quite as much as the US, but the risk is there. The great thing about them is that they have Latin American exposure and Brazil is a better market to be exposed to.
HOLD
HOLD
October 25, 2007
Like south America/ Mexico in a big way. Largest bank in Spain, also has exposure through Latin America. Efficiency is much lower than many of the banks in the world.
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Banco Santander SA (SAN-N)
October 25, 2007
Like south America/ Mexico in a big way. Largest bank in Spain, also has exposure through Latin America. Efficiency is much lower than many of the banks in the world.
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