CAIXABANK: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’23 (ANÁLISIS BANCO SABADELL)
De la conference call de Rdos. 2T’23 destacamos: M. de intereses:
- Revisan +6% al alza el guidance 2023 en M. Intereses hasta 9.250 M euros. De cara a 2024 esperan ~9.000 M euros recogiendo ya el impacto negativo a año completo de ~140 M euros por no recibir retribución por saldos regulatorios en BCE, de acuerdo al cambio de criterio anunciado ayer.
- Espacio para batir la beta deposit. En 2023 esperan que sea inferior a la inicialmente esperada de 20% (14,3% a 2T’23) y para 2024 esperan niveles de 35% vs
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.
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