European Banks: Screening for Value January 2020
High liquidity in markets and improving investor risk appetite appear to be driving the rotation into equities and especially value stocks, which...
452 Views
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...
408 Views
Italian Banks: Legacy NPL Disposals Drive Returns Recovery
The core investor concern on Eurozone banks has been on the dovish ECB policy and the restart of QE with its negative implications for bank credit...
468 Views
Boost Research
Italian Banks: Value Opportunities, Despite Political Uncertainty
The Italian Prime Minister Giuseppe Conte resigned on Tuesday resulting in the collapse of the anti-establishment coalition, between the...
381 Views
Boost Research
Italian Banks - Sovereign Bond Risks at Bay for Now, Reveal a Good Value Equity Opportunity
Italian, and other Southern Europe, sovereign bond spreads continue to narrow as the market expects further stimulus measures from the ECB to be...
410 Views