IITSF News and Press, Intesa Sanpaolo S.P.A. From 04/30/23

2023-04-30 21:46:00 ET Summary Banks may be a risky investment, as we have seen in recent months. Intesa Sanpaolo is the leading bank in Italy, a country where I see positive trends for wealth management banks. Intesa is a big dividend payer, and its de-risking activity has ma...

2023-04-19 05:49:24 ET Summary Intesa Sanpaolo collects 14% of its net profit from foreign banks. Here at the Lab, we are estimating a solid interest margin and lower AuM and trading activities. The new accounting principles will decrease the CET1 ratio by 20 basis points. Thi...

2023-04-14 23:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A crisis-driven rotati...

2023-04-14 03:05:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A crisis-driven rotati...

2023-04-12 04:15:00 ET Summary We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by...

2023-03-28 04:12:35 ET Summary Best cost/income ratio, zero NPL target, we reiterate our buy. The Italian institutions discounted a gap compared to the other EU banking. However, this is not any more justified. Raising rate and capital solidity make Intesa a clear buy. ...

2023-03-23 11:12:32 ET Summary Intesa Sanpaolo is the most important Italian banking group and operates a diversified bank in Italy. The group also has a small yet profitable exposure to developing Central-Eastern Europe countries. The bank is well-run and there is little risk tha...

Summary Intesa Sanpaolo published its fourth-quarter accounts and beat consensus expectations. €5.3 billion expected as shareholders' remuneration (including dividends and buyback). At the stock price level, ISP declined for a 2023 guidance below Wall Street average forecasts. ...

Intesa Sanpaolo S.p.A. (ISNPY) Q4 2022 Earnings Conference Call February 03, 2023, 09:00 AM ET Company Participants Carlo Messina - Chief Executive Officer Conference Call Participants Giovanni Razzoli - Deutsche Bank Antonio Reale - Bank of America Azzurra...

The following slide deck was published by Intesa Sanpaolo S.p.A. in conjunction with their 2022 Q4 earnings call. For further details see: Intesa Sanpaolo S.p.A. 2022 Q4 - Results - Earnings Call Presentation