Wednesday, May 25, 2016

Bag Milano stretches, BPM and BP toast at the wedding with + 8% – Wall Street Italian

MILAN (WSI) – Returns the appetite for risk in the markets after the ok of the Eurogroup for a new round of aid to Greece and on expectations of a draft resolution of the problem of non-performing loans of European banks that might be announced at the next press conference of the ECB, June 2. The Ftse Mib closed the session rising + 1.66% to 18,201.39 points.

The European indices are in progress after that Asia has seen a run of the main lists in the wake of the strengthening of oil. The Tokyo Stock Exchange has made + 1.57%. Despite fears of excess supply side, the Crude oil prices rocketed upward by touching the area of ​​$ 50 a barrel.

Analysts do not think that will last, however. The skepticism comes from the fact that trading volumes have fallen a lot lately. Meanwhile, on the currency the yuan slips to its lowest since 5 years, while the euro trades below $ 1.12. Among precious metals gold slips.

The focus on the Milan is focused on the banking sector. Unicredit has been given two weeks to find a new CEO after the departure of Federico Ghizzoni, provoked by results not exceptional and the collapse of almost 50% immediately on the stock market in recent months. Shareholders and investors have doubts about the institution’s capitalization and governance. The title trades at just over 3 Euros. Exactly six months ago it was worth 5.5850 euro. Meanwhile officially see the light Tour BPM , the banking group resulting from the merger of Banco Popular and Pop Milano.

Banks in the foreground in the day today, thus: purchases especially among of the popular titles, with BPM and BP who celebrated the merger with leaps over + 8%. Among the other popular, B to + 5% and + 7% over Ubi Banca. UnicEdit closed with a greater than +2% upside.

Among the titles of other sectors well FCA and Telecom Italy, over 3% on the day met the shareholders’ meeting. Under pressure instead of luxury, with Moncler, Yoox Net A Porter Group. Luxottica also down despite the decision of Mediobanca Securities reiterate “buy” rating, with a target price to 58.5 EUR (the title is worth little more than 49 Euros). Ferragamo also declining. Saipem addition +4%.

Yesterday to fly the banks and thus, indirectly, the Italian Stock Exchange, which closed with a rise of almost three and a half percentage points, the largest in Europe, had been the words of the head of supervision at the central bank.

Danièle Nouy said the central bank is working to resolve once and for all the node of bad debt in the belly to institutions Italian and which is equal to almost 18% of total assets recorded in the balance of the industry. The best was Mps thanks to the words of Deputy Economy Minister Enrico Morando, that the Treasury bonds Monti could receive shares instead of cash. After the sprint of the day before, Mps closed higher, but much less than the other bank (less than 1%).

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