European Banks; a Quest for Value
We look across the mid-cap and larger cap universe of European banks for value picks, in this "risk on" climate in markets Based on consensus...
578 Views
Rotation into Value - More to Come from the Italian Banks, Especially Banco BPM (BAMI IM)
The global rotation into value stocks has led the Italian banks to outperform the European banks sector index year-to-date and over the last three...
602 Views
Boost Research
Banca Carige - Limited M&A Risk for Bigger Cap Italian Banks
Banca Carige (CRG IM) is in the spotlight again; private equity group Apollo Group's offer for the bank was rejected by deposit guarantee fund...
687 Views
Boost Research
Italian Banks M&A - The Complex Italian Job
The Italian bank system’s lack of concentration makes it, on paper at least, ripe for M&A consolidation, and open to cross-border M&A The...
1k Views
Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
669 Views