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Diversified Financials Italian Investing Ideas
BFF Bank
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Reinforced Sales Teams And Legal Strategies Will Improve Future Operations
Key Takeaways Strengthened sales leadership and enhanced legal processes are expected to boost loan growth, revenue, net margins, and reduce provisioning risks. New deposit activities in Greece and regulatory changes could optimize capital, increasing capital ratios and supporting earnings growth.
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€10.36
FV
1.6% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
0
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0
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11
users have followed this narrative
6 days ago
author updated this narrative
Banca IFIS
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation Will Position The Company At The Forefront Of Customer Service
Key Takeaways Digital transformation and new platforms could enhance customer acquisition and boost future revenue through improved digital customer service. Strategic bond portfolio extension and expansion in leasing may stabilize net margins by reducing interest rate sensitivity.
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€24.24
FV
1.1% undervalued
intrinsic discount
2.76%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
Moltiply Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Mavriq And BPO Divisions Will Expand Global Reach
Key Takeaways New product launches and market entries, along with acquisitions, are set to drive revenue growth in the coming years. Regulatory changes could offer significant revenue opportunities for the E-Commerce Price Comparison business in a fairer online market landscape.
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€55.01
FV
17.5% undervalued
intrinsic discount
17.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
Azimut Holding
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Regulations And Passive Shifts Will Squeeze Revenues
Key Takeaways Heavy dependence on traditional products and the Italian market heightens vulnerability to industry shifts, fee compression, and region-specific volatility. Rising regulatory costs, digital disruption, and fierce competition threaten revenue growth and put sustained pressure on profit margins.
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€23.20
FV
28.0% overvalued
intrinsic discount
-7.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Nexi
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Crypto Adoption And Fintech Rivalry Will Erode Market Value
Key Takeaways Structural shifts toward digital currencies and fintech competition threaten Nexi's business model, potentially shrinking market share and suppressing long-term revenue growth. Regulatory pressures, operational integration risks, and regional economic exposure constrain efficiency and limit Nexi's ability to drive profitable expansion.
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€4.10
FV
25.1% overvalued
intrinsic discount
-17.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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6 days ago
author updated this narrative
Azimut Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Analysts Expect Shrinking Margins And Earnings For Asset Manager
Key Takeaways Continued investment in organic and inorganic growth, specifically in asset management and private markets, aims to boost revenue, targeting new regions like Africa and Asia. Shareholder-friendly policies such as dividends and buybacks highlight a strong financial position, though market conditions could affect buyback execution and earnings per share.
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€26.57
FV
11.8% overvalued
intrinsic discount
3.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
Banca Generali
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Future PE Ratio Will Exceed GB Capital Markets Average, Suggesting Overvaluation
Key Takeaways Strong client deposit growth and strategic asset management signal confidence in sustained revenue expansion and stable margins. Targeted recruitment and innovative products aim to boost profits by enhancing wealth management and capturing new revenue streams.
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€50.01
FV
7.3% undervalued
intrinsic discount
-0.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Nexi
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Executing Integrated Payment Strategy Will Expand Presence In Key Markets
Key Takeaways Nexi's integrated payment strategy for SMEs and new sales channels is expected to boost revenue and net margins. Gen AI efficiencies and strategic capital allocation could enhance EBITDA margins and earnings per share.
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€6.89
FV
25.6% undervalued
intrinsic discount
-14.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 days ago
author updated this narrative
Banca Mediolanum
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Shrinking Margins Will Cause Earnings Decline Despite Project NEXT And Recruitment Efforts
Key Takeaways Banca Mediolanum's focus on fee-based revenues and fixed income funds could sustain margins and enhance positive revenue and earnings growth. Strong capital foundation and training initiatives aim to support long-term growth, maintaining dividend distribution and favorable shareholder returns.
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€15.31
FV
3.6% undervalued
intrinsic discount
-0.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
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