Banco BPM (BAMI IM): Synthetic Expert Call Transcript (27 Sep 2026)
The proposed joint UniCredit/Crédit Agricole break-up bid for Banco BPM faces massive execution friction. Splitting a commercial bank's balance...
91 Views
Unicredit & Crédit Agricole / Banco BPM: Divide and Bid
Crédit Agricole already owns most of the one-third of Banco BPM it could receive in a break-up. That makes the reported UniCredit/CA structure more...
97 Views
Primer: Banco BPM (BAMI IM) - Aug 2026
Banco BPM stands as Italy's third-largest banking group, with a strong franchise in the country's wealthiest northern regions, which provides a...
95 Views
Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
804 Views
Intesa / MPS: For a Few Cents More
Intesa’s extra €0.25 leaves little spread, but the 29 October vote now forces MPS shareholders to choose between €11.375 today and Lovaglio’s...
93 Views