Deutsche: Look For Banks Gaining Share

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With market share gains likely to drive share prices of large financial institutions in 2012 as was the case in 2011, Deutsche Bank offers some juicy stats as a week of earnings comes to a close.

Bank of America (BAC), Citigroup (C ), Goldman Sachs (GS), JP Morgan (JPM) and Morgan Stanley (MS) all of which saw similar declines in fourth quarter investment banking revenue, for a median decline of 42%, Deutsche reports.

Also in the fourth quarter: JP Morgan saw the biggest increase in total deposits, according to Deutsche, while U.S. Bancorp (USB) and Wells Fargo (WFC) saw the biggest increases in their share of mortgage originations quarter over quarter, at the expense of Bank of America.

Overall in 2011, Morgan Stanley came out a winner, especially in investment banking and trading.

• In investment banking fee share, Morgan Stanley saw the mightiest gain, at 126 basis points, while Citigroup was the loser with a 95 basis point drop.
• In fixed income, currency and commodity trading revenue, JP Morgan saw the biggest share gain, at 714 basis points, followed by Morgan Stanley (232 bps). Bank of America was the big loser there, with a 491 bps in FICC income, followed by Goldman Sachs (-389 bps).
• In equity trading, Morgan Stanley (+492bps) and Goldman (+136 bps) gained at the expense of money center banks.

Original Article Source by Barrons.com