ISNPY News and Press, Intesa Sanpaolo S.P.A. ADR Repstg Ord Shs From 07/30/22

Intesa Sanpaolo S.p.A. (ISNPY) Q2 2022 Earnings Conference Call July 29, 2022 09:00 AM ET Company Participants Carlo Messina - CEO Stefano Del Punta - CFO Marco Delfrate - IRO Andrea Tamagnini - IRO Conference Call Participants Andrea Filtri - Med...

Intesa Sanpaolo secures its exposure to Russia/Ukraine and confirms its 2025 industrial plan. Q2 net income was 30% above the analyst’s expectations. Best in class NPL and Cost/Income ratio, again a buy at this price level. Well, we like Intesa Sanpaolo ( ISNPY ...

The following slide deck was published by Intesa Sanpaolo S.p.A. in conjunction with their 2022 Q2 earnings call. For further details see: Intesa Sanpaolo S.p.A. 2022 Q2 - Results - Earnings Call Presentation

EWI gives exposure to the Italian economy, which means some solid exposures in financials and utilities. The bigger issues are in consumer discretionary where exposures to cars could be an issue in a recession. The yield is alright though, but we do worry more about some of the un...

June 10%+ Yield data was all sourced from YCharts. Unsustainable-dividends above 26% were discarded; others were deleted for infrequent-dividends; not all paid consistent annual-dividends. Variable dividends were rampant. Analyst top-ten net-gain estimates from these 106 bargain-basem...

Intesa Sanpaolo NPLs are rapidly shrinking. The bank just authorized a €1.7 billion buyback that will take advantage of a low stock price. Intesa changed its dividend policy last year, making it semi-annual from annual, and currently yields more than 10%. Even though ma...

Harris Associates’ 13F portfolio value increased from $64.23B to $75.90B this quarter. They increased Charter Communications, General Motors, Amazon.com, and Netflix while reducing Humana, Hilton Worldwide, and General Dynamics. The top three positions are Alphabet, Fiserv,...

Solid first quarter results. The Italian banking system is stronger than 10 years ago, even if something is missing. Guidance confirmed and a new strategic plan is ongoing. For further details see: Intesa Sanpaolo: Again A Buy At This Price

Intesa Sanpaolo S.p.A. (ISNPY) Q1 2022 Earnings Conference Call May 6, 2022 09:00 AM ET Company Participants Carlo Messina - Managing Director and Chief Executive Officer Conference Call Participants Antonio Reale - Morgan Stanley Andrea Filtri - Mediobanca Britta Schmidt - Autonomous Researc...

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...