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    Flora Bocahut

    Managing Director and Senior Equity Research Analyst at Barclays

    Flora Bocahut is a Managing Director and Senior Equity Research Analyst at Barclays, specializing in European banking sector research and covering major institutions such as Deutsche Bank and ING. She has been recognized for her strong performance, with a TipRanks ranking of 322 among Wall Street analysts, maintaining a 75% buy rating ratio and no sell ratings over the recent assessment period, and has generated positive investment outcomes for her clients. Bocahut began her analyst career in the financial sector and has progressively advanced to her current senior role at Barclays, where she has been a leading voice on European banks' market prospects. Her profile indicates established professional credentials, though details on FINRA registrations or securities licenses are not publicly specified.

    Flora Bocahut's questions to DEUTSCHE BANK AKTIENGESELLSCHAFT (DB) leadership

    Flora Bocahut's questions to DEUTSCHE BANK AKTIENGESELLSCHAFT (DB) leadership • Q2 2025

    Question

    Flora Bocahut of Barclays Investment Bank questioned the feasibility of Deutsche Bank's €32 billion full-year revenue target, asking for drivers of confidence for H2, and sought clarification on the capital distribution policy, specifically how the 50% payout ratio interacts with the 14% CET1 ratio threshold for distributing excess capital.

    Answer

    CEO Christian Sewing expressed confidence in meeting the €32 billion revenue target, citing a strong FICC pipeline, a recovery in O&A with delayed deals moving into H2, and growth in Asset Management and the Private Bank offsetting any softness in the Corporate Bank. CFO James von Moltke confirmed the distribution policy, stating the 50% payout is not a hard cap and that capital sustainably above the 14% CET1 ratio would be considered for additional distribution.

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    Flora Bocahut's questions to CREDIT AGRICOLE S A (CRARY) leadership

    Flora Bocahut's questions to CREDIT AGRICOLE S A (CRARY) leadership • Q2 2024

    Question

    Flora Bocahut from Barclays asked about any observed impacts from the recent ECB rate cut and the rationale for maintaining the full-year net profit guidance despite a very strong first half.

    Answer

    Executive Jerome Grivet explained that the June ECB rate cut had minimal direct impact, though it psychologically increased competition in home loan pricing. He confirmed the full-year guidance is maintained because while H1 was strong, the bank accounts for normal H2 seasonality, which typically sees weaker activity in businesses like CIB during the summer and late December.

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    Flora Bocahut's questions to BNPQY leadership

    Flora Bocahut's questions to BNPQY leadership • Q2 2024

    Question

    Asked about the drivers behind the strong increase in client loan balances in the global banking business and its implications for future revenue, and also inquired about the status of the bank's RWA optimization plans through securitization.

    Answer

    The growth in global banking loans was attributed to strong demand in capital markets and transaction banking in Europe and across corridors to the U.S. and Asia. Regarding RWA optimization, the bank confirmed its plans to use securitization but is waiting for more favorable pricing, expecting to execute these transactions in the second half of the year.

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