Millennium BCP : Correction du marché vs expositions à risque (Russie/Ukraine)
>Opinion Surperformance maintenue - Millennium BCP n’est pas directement exposée à la Russie/Ukraine, ce qui ne se reflète pourtant pas dans la correction relativement significative du titre depuis le début de la crise ukrainienne (~20% vs -24% pour le SX7E depuis la mi-février, date correspondant aussi à un point haut suite au rallye de ~20% observé sur le secteur bancaire européen depuis mi-décembre 2021). Notre analyse des effets indirects de la crise ukrainienne ...Banco Comercial Portugues is a privately-owned bank that provides a range of banking activities and financial services in Portugal and abroad, with a focus on commercial banking, corporate and investment banking and asset management and private banking. Co. operates in the following segments: Portugal, which consists of retail banking (including ActivoBank), companies (including companies and corporate and investment banking), asset management and private banking, and non-core business portfolio; and foreign activity, which consists of Poland, Angola, and Mozambique. As of Dec 31 2014, Co. had total assets of Euro76.36 billion.
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.
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