Is the MSME banking struggle in Southeast Asia over for traditional banks?

A new perspective on the struggles of traditional banks in Southeast Asia to achieve market leadership in the MSME segment, the rise and evolution of […]

Agire subito, anche se non si sa quando passerà la tempesta

The measures taken by the Italian Government are correct, but they don’t capture the core of the problem: after ending the Coronavirus emergency it is […]

The turning point of the Italian banking system has been put off until 2020

Outlook for 2020 performance of the Italian banking system is optimistic, also strengthened by the return of dividend payout. However, 2019 was not a turning […]

Tariffe mobili, il 5G fermerà la guerra

Low-cost operators have been growing in Italy and stealing market shares, but are facing risks now due to their thin margins and large investments at […]

Report Banche – 9M 2019

During the first 9 months of 2019, the profit of the six largest Italian Banks has increased, fostered by the impact of non-recurring operations. However, […]

La banca resiste ai tassi

During the first 9 months of 2019, the profit of the six largest Italian Banks has increased to 9.2 €bln (+2.6 €bln vs 9M 2018), […]

3Q 2019 Asia TMT M&A Newsletter

In the third edition of our Asia TMT M&A newsletter, we discuss the tower sector in Indonesia, where Indosat Ooredoo is looking for investors to […]

Report Banche – 1H 2019

“During the first half of 2019, the net profit of the 6 major Italian Banks has increased due to a significant component of non-recurring revenues. […]

2Q 2019 Asia TMT M&A Newsletter

Second edition of our TMT M&A Newsletter in Asia, covering 2 topics. First, the merger plan between Axiata and Telenor in Asia. Second, Reliance Jio’s […]

Value Partners cambia casa

Value Partners is moving its headquarters to the heart of Brera […]

Leveraging Digital Technologies to achieve new growth: how should telcos act?

Value Partners has recently published a new perspective on Digital Technologies for Telcos, shedding light on the growth opportunities in the Fintech, IoT and Blockchain […]

1Q 2019 Asia TMT M&A Newsletter

Value Partners Q1 2019 edition of the Asia TMT M&A Newsletter, covering 2 topics. First, the implications of M1’s ownership change and TPG’s entrance into […]

Quel gap si colma così

The digital technologies gap between Italian and German companies is still wide. Management Consulting can help to fill the gap. An interview by Giorgio Rossi […]

Report Banche – IQ 2019

Maurizio Minelli, Partner, Lorenzo Privitera, Engagement Manager, and Tobia Cingolani, Business Analyst of the Milan Office, analyzed the first quarter results of the six major […]

Attenzione a quei ricavi

During the first quarter of 2019 the six main Italian banks’ profits decreased by 13% on average, according to Value Partners’ data. But there’s a […]

Banche, l’anno della pulizia

Today’s topic is devoted to the 6 largest Italian banks, that in 2018 have reduced gross non-performing exposures by 37% and bad loans by 47%, […]

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 […]

Banche, in borsa persi 29 miliardi

The seven major Italian banks have lost 29 billion of their stock market capitalization since last May, mainly due to the spread widening. Based on […]

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 […]

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 […]