BNP Paribas's diversified European footprint provides resilience but ECB rate cuts compress eurozone NII. CIB remains a relative bright spot with strong equities and prime brokerage share gains following the Deutsche prime exit. AXA IM acquisition adds asset management scale. French political uncertainty around budget caps multiple expansion.
Thesis reviewed May 29, 2026
BNP Paribas SA is headquartered in France, which is currently showing moderate signals.
π«π·France64NEUTRALView France risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β54% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β54% | AVOID |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β54% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β54% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β54% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β54% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β54% | NEUTRAL |
Investors who hold BNPQY may also have indirect exposure through these country funds.
BNP CIB equities revenue gains share from European prime exits
AXA IM acquisition closes, adds EUR 850B AUM
Eurozone NII guidance trimmed on ECB path
Estimates Β· Yahoo Finance Β· Not audited figures