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Citi downgrades Societe Generale stock amid retail sector challenges

EditorEmilio Ghigini
Published 02/08/2024, 08:04
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On Friday, Societe Generale (EPA:SOGN) SA (GLE:FP) (OTC: OTC:SCGLY) experienced a change in its stock outlook as Citi downgraded the bank's rating from Buy to Neutral. Alongside the downgrade, the price target was also adjusted, now set at €26.00, a decrease from the previous target of €33.00.

The downgrade was prompted by persistent challenges within the French retail sector and the unclear path to recovery for Societe Generale, excluding hedges.

Citi noted that while the bank has reaffirmed its guidance for a greater than 6% group return on tangible equity (ROTE) by 2024, there is a limited prospect for further guidance enhancements.

This is in contrast to several of the bank's domestic and international counterparts, which appear to have clearer opportunities for upgrading their outlooks.

Societe Generale's valuation currently stands significantly lower than its peers, trading at roughly 0.3 times price-to-tangible book value (P/TBV) for the anticipated 6% 2024 ROTE.

According to Citi, the primary appeal of Societe Generale's stock lies in its valuation, which could become more attractive with evidence of profitability improvements, although such improvements are not yet apparent in the crucial net interest income (NII) revenue line.

Citi also pointed out that potential positive developments for Societe Generale could stem from capital generation and possible disposals, as well as more favorable cost trends than expected.

However, after recent downward revisions to the bank's guidance and outlook since the September 2023 Capital Markets Day, the market is expected to seek concrete progress on strategic priorities before adopting a more optimistic stance on the stock.

In other recent news, Societe Generale's stock outlook has been a subject of interest among analysts. Citi has downgraded the bank's rating from Buy to Neutral due to persistent challenges within the French retail sector and an unclear path to recovery for the bank.

The bank's valuation is currently significantly lower than its peers, and according to Citi, the primary appeal of Societe Generale's stock lies in its valuation.

In the midst of French political turmoil, Societe Generale, among other major French banks, experienced significant losses. The bank's exposure to debt and potential government borrowing costs, along with uncertainties over possible new taxes under a potential new administration, have contributed to concerns.

The bank's recent underperformance has been attributed to the removal of guidance due to regulatory headwinds. Despite these challenges, Berenberg suggests that the anticipated regulatory challenges and their potential impact on the bank's capital are already reflected in the bank's discounted valuation. The firm has given Societe Generale a Hold rating, indicating a neutral stance on the stock.

These developments represent recent events in Societe Generale's performance and outlook. It is crucial for investors to stay informed about these changes and consider the potential implications for their investment strategies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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