CaixaBank : Confirmation au T2/S1 24 des perspectives favorables à CMT
>Opinion Surperformance maintenue. OC porté à 6.7 € (vs 6.4 €) - Le T2/S1 2024 confirme l’évolution opérationnelle favorable et vient valider un peu plus les guidances (RoTE dorénavant attendu >17%) en 2024, couplée à la robustesse bilancielle du groupe et à la diversification adéquate du business model, cela conforte le titre parmi nos top picks du secteur. Nous relevons nos estimations de RN sur la période 2024-26 (+4% en moyenne) et in fine objectif de cours (porté...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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