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...
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...
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...
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...
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