Report

CaixaBank : CMD du 27 novembre : le prochain catalyseur…

>Nouveau plan stratégique = nouveau catalyseur - CaixaBank doit présenter son plan stratégique 2019/2021e le 27 novembre prochain. Nous réitérons notre call positif (Achat, OC 4.6 €) en amont de cet évènement qui devrait constituer le prochain catalyseur sur le titre. La valorisation (0.9x la BV 18 pour un RoE 2019e >9%) reste intéressante au cours actuel eu égard aux fondamentaux et en vue de ce CMD.Le groupe devrait atteindre les principaux objectifs financier...
Underlying
CaixaBank SA

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.

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.

Other Reports on these Companies
Other Reports from Oddo BHF
Klaus Ringel
  • Klaus Ringel

ResearchPool Subscriptions

Get the most out of your insights

Get in touch