Italian Election Likely to Severely Impact Financial Sector

Unicredit (UCG IM) Capital Markets Day - When Its Pays Dividends to Play It Safe

Rotation into Value - More to Come from the Italian Banks, Especially Banco BPM (BAMI IM)

Italian Banks: Value Opportunities, Despite Political Uncertainty

Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Thematic (Sector/Industry)

<ul>
<li>Capital forbearance, share buybacks, and M&amp;A activity while fun to talk about are not realistic scenarios for the Italian banks.</li>
<li> Deutsche and Unicredit 2017 capital raises should be prelude for current market chatter. </li>
<li>Hunker down, its about to get ugly. </li>
</ul>


Capital forbearance, share buybacks, and M&amp;A activity while fun to talk about are not realistic scenarios for the Italian banks.
 Deutsche and Unicredit 2017 capital raises should be prelude for current market chatter. 
Hunker down, its about to get ugly. 


Italian Banks - Its Not Prince Spaghetti Day