American Express AXP stock analysis 2026: closed-loop network advantage vs Visa/Mastercard, Millennial/Gen Z card growth, Centurion Bank deposits, Buffett's 21% stake, dividend trajectory, and credit write-off risk at peak cycle.
Goldman Sachs (GS) 2026 stock outlook: M&A and IPO cycle recovery, Asset & Wealth Management expansion, consumer banking exit (Marcus, Apple Card), capital return capacity, and how GS compares to Morgan Stanley, JPMorgan, and boutiques like Evercore and Lazard.
KakaoBank (KRX 323410) 2026 outlook for international investors: business model, Kakao conglomerate governance risk, NIM compression, Indonesia Superbank stake, competitive moat vs Toss Bank and K Bank, and how non-Korean investors access KRX 323410 through HSBC or Interactive Brokers.
Bank of America (BAC) 2026 stock outlook: net interest income sensitivity to rate cuts, CCAR capital return capacity, consumer credit quality signals, commercial real estate exposure, and whether BAC fits in a dividend-focused portfolio or 401(k) allocation.