HOUSE_OVERSIGHT_014384.jpg

View Original

Extraction Summary

0
People
6
Organizations
1
Locations
1
Events
0
Relationships
4
Quotes

Document Information

Type: Financial analysis report
File Size:
Summary

This document is page 70 of a Bank of America Merrill Lynch report from the '2016 Future of Financials Conference,' dated November 17, 2016. It presents a financial analysis, including valuation methodologies, price objectives, and risk assessments for Invesco (IVZ), JPMorgan Chase & Co. (JPM), Key Corp (KEY), and KKR & Co. (KKR). The document is stamped with the identifier 'HOUSE_OVERSIGHT_014384' but its content is purely financial and does not mention Jeffrey Epstein or any related individuals.

Organizations (6)

Name Type Context
Invesco (IVZ)
Subject of financial analysis with a $36 price objective.
JPMorgan Chase & Co. (JPM)
Subject of financial analysis with an $83 price objective. Identified as a Global SIFI (Systemically Important Financ...
Key Corp (KEY)
Subject of financial analysis with an $18 price objective.
KKR & Co. (KKR)
Subject of financial analysis with a $17 price objective.
Bank of America Merrill Lynch
Author/publisher of the financial analysis report.
HOUSE_OVERSIGHT
Document identifier label, possibly referring to a U.S. congressional committee like the House Committee on Oversight...

Timeline (1 events)

2016-11-17
The '2016 Future of Financials Conference' for which this document was prepared.

Locations (1)

Location Context
US
Mentioned in the context of the 'US economy'.

Key Quotes (4)

"Our $36 price objective is based on a target P/E multiple of 14x our 2017E, which is above IVZ's historical valuation relative to the group given expectations for superior organic growth."
Source
HOUSE_OVERSIGHT_014384.jpg
Quote #1
"We use a three-factor valuation framework (P/E, P/TBV, DCF) to arrive at our $83 PO, assigning a 1.5x multiple to 2017E TBV and 13x multiple on 2017E EPS."
Source
HOUSE_OVERSIGHT_014384.jpg
Quote #2
"Specific to JPM, risks are enhanced regulatory and capital standards as a Global SIFI, mortgage putback risk, material decline in investment banking/trading profitability, and increased litigation..."
Source
HOUSE_OVERSIGHT_014384.jpg
Quote #3
"Our price objective (PO) for KKR is $17, which results in a target price-to-ENI (P/ENI or P/E) multiple of 10x our 2017 economic net income (ENI) estimate."
Source
HOUSE_OVERSIGHT_014384.jpg
Quote #4

Discussion 0

Sign in to join the discussion

No comments yet

Be the first to share your thoughts on this epstein document