Market's view on Natwest

Published on April 2024

  • NatWest Group plc has issued a supplementary prospectus.
  • There are speculations about an early general election in the UK, potentially affecting stock market forecasts and betting odds.
  • NatWest Group’s off-market share purchase represents 4.95% of its issued ordinary share capital.
  • There is discussion on the percentage of shares involved in a potential buyback, with calculations and implications explored.
  • The possibility of a directed buyback of up to 15% of shares is considered exciting.
  • The UK government continues to sell its shares in NatWest Group, with recent disposals bringing its stake to 27.93%.
  • Anticipations of an increase in stock price and new broker upgrades are discussed once the government’s share sale is clarified.
  • NatWest Group’s recent financial results show lower-than-expected impairments at £93m, with overall strong results described by the bank’s CEO.
  • Price action is closely monitored, with significant levels noted at 313.10, indicating potential bullish behaviour.
  • A directed buyback at current price levels is viewed favourably.
  • The influence of buybacks and government sales on stock price is highlighted over other factors like quarterly results.
  • NatWest Group has recently reported a 12.7% decrease in revenue, with an EPS of 10p.
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