Seeking AlphaCodex · 实盘不做把握 6/10
北京时间·🕒 发布 20:51:40时区推断·⟳ 抓取 20:54:50·⚡ 决策 07-22 21:01:47 +6m57s·97.3 天前
John Marshall Bancorp二季度资产和贷款规模同比、环比增长
截至2026年6月30日总资产24.0亿美元，高于3月31日23.5亿美元和2025年6月30日22.7亿美元。
📄 原文Seeking Alpha↗ 原文
John Marshall Bancorp GAAP EPS of $0.50, revenue of $18.77M
Total assets were $2.40 billion at June 30, 2026, $2.35 billion at March 31, 2026, and $2.27 billion at June 30, 2025.…
不做 John Marshall Bancorp（JMSB.US）
资产和贷款增长属于常规银行财报数据，缺少净利润超预期或资产质量重大改善信号，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 截至2026年6月30日总资产24.0亿美元，高于3月31日23.5亿美元和2025年6月30日22.7亿美元。
- 净贷款20.1亿美元，高于3月31日19.7亿美元和2025年6月30日19.2亿美元。
主要风险
- 银行资产和贷款增长是常规季度经营数据，缺少净息差、拨备、资产质量或EPS相对预期的明确惊喜。
原文全文
展开原文 · 473 字
Total assets were $2.40 billion at June 30, 2026, $2.35 billion at March 31, 2026, and $2.27 billion at June 30, 2025. Total assets increased $50.1 million or 8.5% annualized since March 31, 2026 and $134.5 million or 5.9% from June 30, 2025.
Total loans, net of unearned income, increased $41.2 million or 8.4% annualized to $2.01 billion at June 30, 2026 compared to $1.97 billion at March 31, 2026 and increased $98.0 million or 5.1% from $1.92 billion at June 30, 2025.
Total loans, net of unearned income, increased $41.2 million or 8.4% annualized to $2.01 billion at June 30, 2026 compared to $1.97 billion at March 31, 2026 and increased $98.0 million or 5.1% from $1.92 billion at June 30, 2025.
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