Oddo BHF - Bank : The EBA takes a position on the waiver of set off right

Report

Oddo BHF

Carine Maciol

Bank : The EBA takes a position on the waiver of set off right

On Friday evening, the EBA published its answer to one the questions asked by the (small) market of AT1/legacy Tier 1 investors. - The question is whether legacy Tier 1/AT1/Tier 2 debt issued before 27 June 2019 will continue to qualify as regulatory capital (AT1/Tier 2) after June 2025. If not, there is a greater probability that these instruments will be redeemed by banks. - > - - - ...

07/09/2020 8 EN

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

See profile

Analysts

Carine Maciol

Other Reports from Oddo BHF

Mateo Salcedo

Mateo Salcedo

Polynt Group : The outlook remains blurry, but liquidity is strong across all actors

Commodity chemical players reported a weak set of Q1 results, with profitability suffering more compared to Specialty chemical players, as expected. The remaining part of 2025 and 2026 are expected to remain tough amid weak economic growth in Europe, tariffs in the US, and capacity additions in the US, although some external factors (government programs, lower interest rates) could boost earnings. While commodity players such as IGH and IQ will continue to suffer from the weak operating environment, their low-cost base and strong liquidity position (for now) provide sufficient cushion to navig...

28m 28m 1 EN

Mateo Salcedo

Mateo Salcedo

Polynt Group : The outlook remains blurry, but liquidity is strong across all actors

34m 34m 1 FR

Bruno Cavalier

Bruno Cavalier

Germany under Merz: progress report

Germany's new Chancellor has inherited a fragile economy. At the start of 2025, real GDP had just returned to its 2019 level. In the meantime, several negative shocks had highlighted several structural problems. The country was too dependent on Russia to cover its energy needs, on China for its exports, on the automotive industry for its industrial activity and on the United States to ensure its defence against external threats. Friedrich Merz neatly took advantage of the circumstances to shake off the fiscal straitjacket and advocate a major effort on public investment and defence. Let’s reca...

2h / 10m 2h / 10m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Bank : The EBA takes a position on the waiver of set off right

Polynt Group : The outlook remains blurry, but liquidity is strong across all actors

Polynt Group : The outlook remains blurry, but liquidity is strong across all actors

Germany under Merz: progress report

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe