European Banks






European banks

Update on NPL and NPE coverage assumptions  (full report) We have updated our models for Italian banks and […]


European investment banks

Update following JP Morgan results  (Click for full report) While JP Morgan reported better-than-expected EPS, investment banking revenues […]


European Financials

Q3 2015 previews Please find in the table below a summary of Q3 2015 previews for Banks and […]



Higher capital ratios coming

European Banks  According to Il Messaggero on Saturday the European Central Bank supervisory board has set new, preliminary capital […]


Update after recent sell off

European Financials  We were more cautious during last the past quarters downgrading ratings and EPS for the following stocks: […]