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...
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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...
512 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...
406 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...
468 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...
856 Views