BBVA

BBVA’S UNTIMELY DOUBLED UP TURKISH BET (ADD; 22% UPSIDE)

25/11/21 -" Rewarded best-in-class management. As shown in the chart below, over the past two years, the stock managed to overperform not only the sector but also the market as whole. In our view, this is fully ..."

PDF page sample
Pages
53
Language
English
Published on
25/11/21
Download
You may also be interested by these reports :
30/09/26
Should one chase the 5.7% yield that Real Estate dangles? Or forget yield altogether, buy Semiconductors and pray? Below is the pecking order of ...
28/09/26
Erste wants to cross the symbolic 50% threshold in its Polish subsidiary, EBP. This is in line with its 2030 plan, which mentions inorganic growth ...
25/09/26
We have downgraded our EPS projections over 2026-2028, accounting for a deteriorating global macro and ramping French macro risks in 2027-2028. The ...
24/09/26
The MPS CEO’s presentation at the BofA conference helped clarify the project. It is not a defensive project. Execution risk appears limited. The ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO