CaixaBank : Perspectives MT améliorées vs upside relatif (secteur) limité
>Opinion Neutre réitérée – OC porté à 3.9 € (vs 3.4 €) - La nouveau plan stratégique MT (2022-24) juste dévoilé par CABK nous semble bien articulé (i.e. autour des principaux axes/leviers déjà développés avec succès au cours des dernières années), plutôt ambitieux malgré des hypothèses sous-jacentes encore prudentes, et enfin assorti de la confirmation d’un biais plus positif sur le retour à l’actionnaire. Les objectifs fixés, malgré notre approche un peu plus prudent...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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