Banks & lending
33 large-cap companies along a 5-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: NII, NIM, deposits, loan growth, charge-offs, CET1.
The value chain
1
Funding & deposits
- No covered company at this stage
2
Lending
- JPMorgan Chase
- Bank of America
- HSBC
- Royal Bank of Canada
- Mitsubishi UFJ Financial
- Wells Fargo
3
Credit
- American Express
- Capital One
- Synchrony Financial
4
Fees & markets
- Morgan Stanley
- Goldman Sachs
- Charles Schwab
- Interactive Brokers
- UBS
- Robinhood Markets
5
Capital
- Berkshire Hathaway
Largest covered companies
| Berkshire Hathaway | BRK-B | Capital |
| JPMorgan Chase | JPM | Lending |
| Bank of America | BAC | Lending |
| HSBC | HSBC | Lending |
| Morgan Stanley | MS | Fees & markets |
| Royal Bank of Canada | RY | Lending |
| Goldman Sachs | GS | Fees & markets |
| Mitsubishi UFJ Financial | MUFG | Lending |
| Wells Fargo | WFC | Lending |
| American Express | AXP | Credit |
| Citigroup | C | Lending |
| Banco Santander | SAN | Lending |
What rejo does for banks & lending investors
- A desk, brief and idea engine scoped to banks & lending and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: NII, NIM, deposits, loan growth.