CaixaBank : Au-delà d’ajustements comptables (BKIA), l’underlying au T1 rassure…
>Opinion Surperformance réitérée – OC porté à 3.2 € (vs 3.1 €) - La publication du T1 2021 ressort de bonne facture sur l’opérationnel underlying (revenus, coûts et surtout provisions sur crédits) mais aussi rassurant sur le plan bilanciel (qualité d’actifs, capital…). Nous ressortons moins conservateurs quant à l’évolution du coût du risque et la capacité de l’entité combinée (CABK+BKIA) à piloter son levier opérationnel (coûts/revenus) – notre opinion Surperformance...Caixabank is an investment company based in Spain. Co. is involved in investment portfolio management activities across two areas: Services and Financial Business and Insurance. In the services area, Co. provides investment solutions for companies involved in the infrastructure, energy, services and entertainment sectors. In the financial business and insurance area, Co. is engaged in the investments for international banks, insurance and specialist financial services. Co. focuses most of its banking investments in India, China, the U.S., and Central and Eastern Europe with a particular interest in retail banking. Co. is also involved in the disinvestments activities.
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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