21 billion loot

These are the profits recorded by the five largest Italian banks in the 2023 balance sheet: +77%. Thanks to the ECB rates and lower adjustments. […]

Conti d’oro in banca

Golden profits in 2022 for Italian top-5 banking institutions: +66% y/y, the highest value ever in Value Partners’ survey. Since their excellent health, Italian major […]

La spinta dei tassi

In the first nine months of the year, the top-5 Italian banking institutions increased profits by 5.5% YoY thanks to the positive impact of the […]

La crisi può attendere

During the first six months of the year, main Italian banking institutions have shown the ability to counter the macroeconomic slowdown and the uncertainties caused […]

Mosca dimezza l’utile

In the first quarter of 2022, the net profit of the five leading Italian institutions decreases by 47% YoY, this is the main finding of […]

Banche, 7 Miliardi di Utili

Top 5 Italian banks hit an aggregate Net Profit in 2021 close to pre-Covid level. Value Partners analysis shows that this result has been mainly […]

Ritorno al profitto

Good news from italian banking sector. Value Partners analysis of 9-months YTD data shows that the aggregate Net Profit hits 8,4 billion one step closer […]

Meno NPL in banca

First half data of the top 5 Italian banks show positive outcomes due to the core business and the latest de-risking operations. The usual analysis […]

E adesso le PMI più smart si fanno finanziare dalle Fintech. In un anno +450% a 1,7 miliardi

L’evoluzione delle Fintech sta avendo impatti significativi nel mondo del credito, sostenendo le PMI e influenzando le strategie di crescita dei Gruppi bancari italiani medio-piccoli. […]

Meno rettifiche in banca

In the first quarter of the year, the main five Italian banks return to profit, which reaches an aggregate value of 3 billion Euros. The […]

Ma il rosso è di 5,5 mld

The six largest Italian Banks ended 2020, the year of the outbreak of the pandemic, with a 5.5 €billion loss. Based on the analysis carried […]

Il Covid è allo sportello

The loss of 1.74 Euro bln, mainly due to the pandemic and the impact of extraordinary transactions, is the key figure emerging from the analysis […]

Le 3S delle società stanno uscendo rafforzate dalla crisi

Strategy, supply chain sustainability and streamlining of business processes, the “3S” that have helped companies to ride COVID-19 storm. The view on Milano Finanza by […]

1Q 2020 Asia TMT M&A Newsletter

Value Partners Q1 2020 edition of the Asia TMT M&A newsletter, covering 2 topics. First, the merger between CAT Telecom and TOT in Thailand, to […]

Primo colpo ai bilanci

An analysis of the Italian banks’ 2020 first quarter data, with a contribution by Maurizio Minelli and Andrea Sorbo, Milan office […]

L’esempio del Sudest Asiatico per erogare credito anche alle micro-imprese

An intervention on Milano Finanza by Stefano Sorrentino and Cesare Zanotti. The intervention focus on the opportunities for Italian banks and fintech companies in South […]

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 […]

Banchieri più generosi

The financial results of the main Italian banks show positive signs – increasing dividends for the shareholders – as well as some concerns, mainly related […]

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 […]

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), […]