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Benoit Valleaux ...
  • Steven Gould

BBVA : Le newsflow récent offre une opportunité sur le titre !

>Opinion relevée à Surperformance (vs Neutre) – OC à 6.7 € (vs 6.0 €) - Ces derniers jours (ponctués par la présentation de l’update stratégique MT) ont vu, selon nous, l’investment case de BBVA évoluer de façon notable. Indéniablement l’annonce le 15/11 d’une offre sur les minoritaires de Garanti (activités turques), en avant-première de l’Investor Day tenu le 18/11, constitue le principal ‘game changer’ de l’équation. Alors que le ‘reste de l’update stratégique ne p...
Underlying
Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria is an international financial group, engaged primarily on providing banking services and consumer finance to private individuals and businesses in Spain and Portugal; providing real estate activity in Spain; providing services to international companies and investment banking, capital markets and treasury management services to clients; and providing the banking, insurance and pension businesses in Mexico and the U.S., as well as in South America.

Provider
Oddo BHF
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.

Analysts
Benoit Valleaux

Steven Gould

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