CaixaBank : Quelques ajustements mais un investment case intact !
>Opinion Surperformance maintenue – OC ramené à 3.3 € (vs 3.4 €) - Nous avons ajusté à la baisse de 2% en moyenne nos estimations de RN sur 2022e/2023e (+5% en moyenne vs consensus) afin d’intégrer l’évolution de notre approche sur les perspectives opérationnelles du groupe à CMT avec notamment 1/ un biais un peu plus prudent sur l’évolution du coût du risque (est. LLP 2022e/2023e +5% en moyenne) mais aussi un peu plus positif sur celle de des commissions (+2% en moye...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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