Assuming the higher standard will take place after some negotiations between the banker and the regulators, going forward, the banks will be force to maintain low leverage in the future(already low for now) and their stock will be low return with low risk as well as low growth. Since financials have been underperforming for a long time, I doubt there will be much price movement other than some short term volatility.
In the immediate time frame, banks with higher operation cost will suffer quite bit. |