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Arbuthnot Banking Group (ARBB)

Business description

Arbuthnot Banking Group is engaged in retail, investment and private banking and other financial services.

Share price chart

Share chart
Y/E Dec Revenue (£m) EBITDA (£m) PBT (£m) EPS (p) P/E (x) P/CF (x)
2009A 37.8 N/A 3.1 9.3 46.2 N/A
2010A 40.5 N/A 4.1 17.9 24.0 N/A
2011E 46.9 N/A 5.6 18.3 23.5 N/A
2012E 56.1 N/A 9.6 32.6 13.2 N/A

Last updated on 24/01/2012

Latest research

Secure Trust in detail

Update | Financials | 24/01/2012

Pre-close update

Update | Financials | 11/01/2012

Securities sale details

Flash note | Financials | 21/11/2011

Securities Division sale

Flash note | Financials | 09/11/2011

Look at the parts

Update | Financials | 02/11/2011

Secure Trust IPO

Flash note | Financials | 06/10/2011

H111 results curate’s egg

Update | Financials | 02/08/2011

AGM statement

Flash note | Financials | 12/05/2011

Continuing progress

Outlook | Financials | 29/03/2011

Pre-close statement

Update | Financials | 13/01/2011

Excess liquidity hurts

Update | Financials | 04/11/2010

Surplus liquidity strain

Update | Financials | 06/08/2010

Investment summary

We have published a detailed report on Secure Trust Bank (STB), with a product-by-product review of its organic opportunities. This review has led us to raise our 2012/2013 Arbuthnot Banking Group (ABG) estimates. We emphasise we have only included organic STB growth in our numbers – some analysts estimate inorganic activity could add c 40% to the loan book and hence estimates. ABG trades at just c 60% of its (75.5%) holding in STB. It has completed the sale of its investment banking division (on which it previously announced that 2011 will include c £8m of trading losses and £3.5m of provisions with the final loss on sale c £1m in 2012).

Last updated on 24/01/2012

Industry outlook

For those like ARBB with good funding and strong capital ratios, it is an excellent time to lend as weaker competition has expanded lending margins and opened new opportunities. Private banking remains competitive with low interest rates limiting the value of deposits.

Last updated on 09/12/2011

Key management

Henry Angest, Chairman & CEO
James Cobb , FD

Company address

Arbuthnot House
20 Ropemaker Street
London
EC2Y 9AR
United Kingdom
+44 (0) 207 012 2400
View website



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