Report
Benoit Valleaux ...
  • Steven Gould

CaixaBank : Fin d’exercice 2023 & perspectives 2024 solides

>Opinion Surperformance réitérée – OC porté à 5.9 € (vs 5.8 €) - Les chiffres annuels 2023 de CABK viennent confirmer la tendance favorable à la fois sur le plan opérationnel validant les guidances (RoTE >15%) et bilanciel (CET1 FL >12%). Cette robustesse, couplée à la diversification adéquate du business model, conforte le titre parmi nos top picks au sein du secteur dans le contexte actuel incertain/challenging (macro, taux…). Le RN ressort légèrement en deçà des at...
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
Benoit Valleaux

Steven Gould

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