Media

Banche, la cura dei costi

The profit of five major Italian banks (Intesa, Unicredit, Ubi, Banco Bpm and Bper) has been 6,1 billion euros in the first nine months of 2018 but revenues increase with difficulty. Based on Value Partners’ quarterly bank report

Media

Spread divora-capitale

The major Italian banks (Unicredit, Intesa SanPaolo, UBI Banca, Banco BPM, MPS and Bper) have lost 1% of their capital in the last 6 months due to Ifrs9 and the government bonds’ raise. Based on Value Partners quarterly bank report…

Media

Una mina sul recupero

The profits of the seven largest Italian banks have increased vs. last year, as well as coverage on non-performing exposures as a consequence of the adoption for the first time of the new accounting principle IFRS 9 on classification, measurement…

Media

Pulizia da 84 Miliardi

The seven largest Italian banks, in a major effort to improve their asset quality, will decrease the Non-Performing Exposures by 84 billion euros between 2019 and 2021. Based on Value Partners’ quarterly bank report, with contributions by Antonino Del Gatto,…

Media

Profitti veri per 5,5 mld

The profits of five major Italian banks (Intesa SanPaolo, Unicredit, UBI Banca, Banco BPM and Bper) increased during 2017. Based on Value Partners’ quarterly bank report, with contributions by Antonino Del Gatto, Senior Engagement Manager, and Lorenzo Privitera, Engagement Manager…

Ideas

Commissioni d’assalto

The seven largest and listed Italian banks’ profits are stable and supported by fees, and their non-performing exposures’ coverage has reached 54%. Based on Value Partners’ quarterly bank report, with contributions by Antonino Del Gatto, SEM, and Lorenzo Privitera, EM…