Report
Steven Gould

CaixaBank : Le T2 2020 confirme le bon positionnement du groupe face à la crise

>Des performances plutôt rassurantes sur l’opérationnel… - T2 2020 < attentes (RN à 115 M€ vs consensus 198 M€), essentiellement lié à un effort additionnel de provisionnement anticipé / COVID-19 (0.8 Md€ vs 0.6 Md€ cons). Au-delà, la copie opérationnelle underlying (top line, coûts) se veut selon nous assez rassurante. :Relative bonne tenue des revenus ‘core’ (NII & commissions, resp. +1% et +2% vs cons) en dépit du contexte clairement difficile en raison de la ...
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.

Analysts
Steven Gould

Other Reports on these Companies
Other Reports from Oddo BHF
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch