Unicredit (UCG IM) Capital Markets Day - When Its Pays Dividends to Play It Safe
UniCredit SpA (UCG IM) senior management presented its four year plan today The market appears underwhelmed by Unicredit's targets to 2023, with...
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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...
532 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...
550 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...
617 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...
926 Views