HOUSE_OVERSIGHT_014449.jpg
Extraction Summary
2
People
23
Organizations
1
Locations
0
Events
0
Relationships
3
Quotes
Document Information
Type:
Financial research report / investment strategy note
File Size:
Summary
A page from a Bank of America Merrill Lynch 'Global Cross Asset Strategy' report dated November 30, 2016. The document details a 'European Yield Screen' listing various bank and insurance stocks (e.g., ING, Danske Bank, Societe Generale) and recommends a trading strategy involving 'Long SX5E 2018 Index dividend futures.' The document bears the Bates stamp 'HOUSE_OVERSIGHT_014449,' indicating its inclusion in a Congressional investigation.
People (2)
| Name | Role | Context |
|---|---|---|
| Unknown Analysts | Fundamental Analysts |
Mentioned in text: 'qualifying stocks must be on a Buy rating from our fundamental analysts.'
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| Unknown Strategists | Derivative Strategists |
Mentioned in text: 'Our derivative strategists using BofAML forecasts...'
|
Organizations (23)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Logo and footer text present on document.
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| Factset |
Cited in the source note under Table 3.
|
|
| House Oversight Committee |
Implied by Bates stamp 'HOUSE_OVERSIGHT_014449'.
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| DNB ASA |
Listed in Table 3.
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| SWISS RE AG |
Listed in Table 3.
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| MEDIOBANCA SPA |
Listed in Table 3.
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| SCOR SE |
Listed in Table 3.
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| ING GROEP N.V. |
Listed in Table 3.
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| NORDEA BANK AB |
Listed in Table 3.
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| ROYAL MAIL PLC |
Listed in Table 3.
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| DANSKE BANK A/S |
Listed in Table 3.
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| SOCIETE GENERALE |
Listed in Table 3.
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| AVIVA |
Listed in Table 3.
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| CAPITA PLC |
Listed in Table 3.
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| SAMPO PLC |
Listed in Table 3.
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| SKAND ENSKILDA BKN |
Listed in Table 3.
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| INVESTEC |
Listed in Table 3.
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| ERSTE GROUP BK AG |
Listed in Table 3.
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| ATLANTIA SPA |
Listed in Table 3.
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| MAN GROUP PLC |
Listed in Table 3.
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| EVONIK INDUSTRIES |
Listed in Table 3.
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| G4S |
Listed in Table 3.
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| IMI |
Listed in Table 3.
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Locations (1)
| Location | Context |
|---|---|
|
Context of the 'European Yield Screen' and 'European Quality Yield Screen'.
|
Key Quotes (3)
"The yield on the basket is 5% with an average DPS CAGR of 7% and 1.8x covered."Source
HOUSE_OVERSIGHT_014449.jpg
Quote #1
"With our second dividend related trade, we remain long SX5E 2018 index dividend futures (DEDZ8), a trade where we continue to see value even with the future price trading close to the high for the year."Source
HOUSE_OVERSIGHT_014449.jpg
Quote #2
"Our derivative strategists using BofAML forecasts for 2018 estimate 8% upside from current prices."Source
HOUSE_OVERSIGHT_014449.jpg
Quote #3
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