Bankia - CaixaBank: Merger in Progress, Spread Attractive
I recommend keeping an eye on the spread. It closed today (27 October) at a gross 1.66%, an interesting level for a deal that will certainly close...
432 Views
Italian Banks: Value Picks in a Time of Crisis
Italian banks have big challenges, exacerbated by the covid-19 crisis Now the European Commission is putting forward a recovery package, with...
529 Views
European Banks: Dividends in a Time of Crisis
The ECB is holding talks with Eurozone lenders with regards to dividends, according to Bloomberg, in order to attempt to preserve capital during...
570 Views
Italian Banks: Target2 Balances, NPL Trends in the Spotlight
The lock-down in northern Italy announced at the weekend implies a large economic cost Portfolio outflows from Italian securities are set to...
449 Views
Unicredit (UCG IM): A Name Worth Revisiting, Despite the Volatility and Uncertainty
Italian bank shares have unsurprisingly been hit by coronavirus concerns and recently disappointing Italian economic data UniCredit SpA (UCG IM)...
452 Views