CaixaBank : Retour à meilleure fortune !
CaixaBank s’est engagé depuis septembre dernier dans un processus graduel mais régulier de rerating, qui devrait se poursuivre, sur fond de momentum rassurant sur l’opérationnel (inflexion depuis le T3 2019) et de perspectives moins sombres qu’anticipé sur la problématique IRPH (décision début mars). Le groupe devrait ainsi atteindre son objectif de solvabilité (ratio CET1 FL 13% en 2021e) et favoriser le retour à l’actionnaire (TMVA 19/21 dividende +25%, rendement ~8% vs secteur...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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