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Intesa Sanpaolo S.p.A.: 1 director

A director at Intesa Sanpaolo S.p.A. sold 20,000 shares at 3.711EUR and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...

Moody's Ratings upgrades Banca Monte dei Paschi di Siena S.p.A.'s depo...

Moody's Ratings (Moody's) has today upgraded all ratings and assessments of Banca Monte dei Paschi di Siena S.p.A. (MPS) except the Other Short Term ratings: its long-term (LT) and the short-term (ST) deposit ratings to Baa3/Prime-3 from Ba1/Not Prime, senior unsecured debt ratings to Ba2 from Ba3, ...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/New Intesa Sanpaolo AT1, covered bond performance, Santand...

Intesa Sanpaolo's new AT1 extends the curve to 2032 and increases the likelihood of a call for the low reset 3.75 in our view. Only modest further tightening potential in covered bonds. Santander UK and UBS (Switzerland) jump on FRN covered bandwagon. Bank bond performance

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/New Intesa Sanpaolo AT1, covered bond performance, Santand...

Intesa Sanpaolo's new AT1 extends the curve to 2032 and increases the likelihood of a call for the low reset 3.75 in our view. Only modest further tightening potential in covered bonds. Santander UK and UBS (Switzerland) jump on FRN covered bandwagon. Bank bond performance

Banco BPM S.p.A.: 1 director

A director at Banco BPM S.p.A. bought 12,000 shares at 6.390EUR and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...

Carole Braudeau
  • Carole Braudeau

Credit Morning 05/06/2024

Eutelsat is considering options for its ground networkAtos has received four financial restructuring proposals>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 06/05/2024

Eutelsat étudie des options pour son réseau de stations terrestresAtos a reçu quatre propositions de restructuration financière>...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Intesa Sanpaolo : Q1 2024 provides a little more validation of the gro...

>Outperform rating confirmed – target price lifted to € 4.2 (vs € 4.0) - Q1 2024 results underpin our Outperform recommendation, with a reassuring trend on the key operating points (NII momentum, control of costs and moderate CoR), and ultimately on capital/shareholder returns. The group reiterated its guidance on 2024 (net profit > € 8bn in 2024 and 2025 vs € 7.7bn in 2023) notably thanks to its highly diversified business model (revenues linked to long-term savings)...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Intesa Sanpaolo : Le T1 2024 valide un peu plus les solides fondamenta...

>Opinion Surperformance confortée – OC porté à 4.2 € (vs 4.0 €) - Le T1 2024 vient conforter notre opinion Surperformance avec une évolution rassurante sur les points clés opérationnels (momentum NII, maîtrise des coûts & niveau modéré de CdR), et in fine sur le capital/retour à l’actionnaire. Le groupe réitère ses guidances pour 2024 (RN > 8 Md€ en 2024 & 2025 vs 7.7 Md€ en 2023), ce que nous validons grâce au business model très diversifié (revenus liés à l’épargne ...

Javier Esteban
  • Javier Esteban

INTESA SANPAOLO: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: M. Intereses: 3.932 M euros (+20,8% vs +19,9% BS(e) y +20,5% consenso); M. Bruto: 6.732 M euros (+11,1% vs +8,4% BS(e) y +9,2% consenso); M. Neto: 4.162 M euros (+18,2% vs +9,8% BS(e) y +11,8% consenso); BDI: 2.301 M euros (+17,6% vs +13,4% BS(e) y n/a consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.932 M euros (-1,6% vs -2,4% BS(e) y -1,9% consenso); M. Bruto: 6.732 M euros (+5,6% vs +3,0% BS(e) y +3,8% consenso); M. Neto: 4.162 M euros (+43,3% vs +33,1% BS(e) y +35,6% co...

Luis de Toledo Heras
  • Luis de Toledo Heras

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/23/2024

In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Some med...

Luis de Toledo Heras
  • Luis de Toledo Heras

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/04/2024

En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier  : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être les pr...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

ODDO : ABI statistics (March 2024): no unpleasant surprises

>Update on the macroeconomic and banking situation in Italy - The latest statistics from the Italian Banking Association (ABI), covering March 2024, confirm the recent trend, with the overall situation remaining fragile albeit more resilient than initially expected in view of the recent indicators (GDP, industrial production, business confidence, etc.) and given the uncertainties in the short to medium term. Lending stayed on a negative trend in March 2024 after ...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

ODDO : Statistiques ABI (Mars 2024) : évolution sans mauvaise surprise

>Point sur la situation macroéconomique et bancaire en Italie - Les dernières données de l’Association Bancaire Italienne (ABI), couvrant mars 2024, confirment la tendance récente, avec une situation globale demeurant fragile bien que plus résiliente qu’initialement attendu au regard des indicateurs récents (PIB, production industrielle, climat de confiance…) et compte tenu des incertitudes à CMT. L’activité de crédit reste négativement orientée en mars 2024 aprè...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...

Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/UBS capital need, Rabobank and Intesa capital, EPBD finali...

Swiss finance minister supports substantially higher capital requirements for UBS. Rabobank tender for participation notes to result in a limited dent in its MDA headroom, Intesa Sanpaolo calls AT1. The Council of the EU adopts the Energy Performance of Buildings Directive recast. Equitable Bank is in the market with an inaugural social covered bond. Monte dei Paschi di Siena returns in CPT covered bond format

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