{
  "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca",
  "docSlug": "0519eb59f9f46c0c",
  "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en",
  "authorId": "MorganStanley",
  "authorName": "Santander",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 10,
  "pageCount": 24,
  "prevPage": 9,
  "nextPage": 11,
  "slideType": "kpi_dashboard",
  "function": "quantify_impact",
  "density": "dense",
  "nDataPoints": 4,
  "notes": "The slide highlights the shift in capital allocation efficiency and the impact of strategic M&A activities.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "comparison_table",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/10",
  "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-10",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": ">70% of our capital with RoTE > CoE",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-2e39-7343-a585-7c6c6beba530",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.2,
        "x": 0.28,
        "y": 0.25
      },
      "kind": "chart",
      "text": "RorWA 2015 vs 2019",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3e1b335e-2ec6-4e32-ae15-a79e4f5c45e4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.2,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "chart",
      "text": "RoTE 2015 vs 2019",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9fe4a398-9a75-4bb4-a886-9f479c09cd45",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "RoTE: 11.8%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-2e39-7343-a585-8302702352bf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.35,
        "x": 0.6,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "Value-creating acquisitions and divestments list",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "17399347-d79a-4227-a034-fcbdc5ead06c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.35,
        "x": 0.6,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "c.40% of our capital with RoTE > CoE (2015) vs >70% of our capital with RoTE > CoE (2019)",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1ef8e15c-39d5-434e-a8a5-cedd859a1ba9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.14,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Note: 2015 RoTE figures have been re-stated to reflect the capital increase. (1) Capital allocated by country. (2) POS: Points of Sale. (3) Underlying RorWA. (4) Underlying RoTE. Announced transactions in 2019: CACEIS, Mexico minorities, Ebury, Puerto Rico.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "af917c7f-472c-4910-811c-c183b3ce3b06",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.04,
        "y": 0.05
      },
      "kind": "title",
      "text": "Significant improvement in profitability since 2015...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3776888c-a9a1-4290-8c23-62c1fba7587e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 14,
      "from": 8,
      "beatId": "58c94c45-9dd5-4c7c-b33e-0648fafe37c9",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Evidence",
      "beatSlug": "evidence",
      "evidence": "The KPI dashboards and financial analysis provide evidence of Santander's growth and profitability.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 8,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "ff5596bb-01da-44c8-b9da-c222254aa816",
      "evidence": "The financial analysis and KPI dashboards imply the consequences of inaction.",
      "position": 1,
      "objective": "The cost of not adapting to digital transformation",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}