Italian Banks: Dodging The "Low Grade" M&A Bullets, at Least for Now
Banca Carige and Banca Popolare di Bari stand out as the Italian bank bailouts at the end of 2019 This highlights, in our view, that increasingly...
393 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 - 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
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...
797 Views