TOP NEWS
Anima Holding
Read-across from the breakdown of negotiations between UCG and the MEF on BMPS
Banking sector
Update note: 3Q21 expected to be in line with previous quarters. We confirm our positive view on the sector
BB Biotech
While taking partial profits Moderna represents 13% of NAV. Target unchanged
BP Sondrio
3Q21 Preview: good quarter ahead. 2021E EPS +9% 2022-23E EPS +7%. TP +7% at 4.3ps
BPER Banca
Preview 3Q21: strong quarter on the commissions side. TP +4% at 2.3ps
Cattolica Assicurazioni
Berkshire Hathaway joins takeover bid on Cattolica
Credem
Investment in the US start-up Noonum
Datalogic
3Q21 Preview: double-digit organic growth with pressure on margins
Exor
The option of PartnerRE divestiture is back on the table
Intesa SanPaolo
Preview 3Q21: wide room achieve the guidance
IVS
Preliminary agreement of business combination with Liomatic Group
Leonardo
DRS has signed a $950mn contract (30% of DRS`s one-year order book, 6% of LDO`s)
Saes Getters
Acquisition of 51% of SAES RIAL Vacuum
Snam Rete Gas
Italgas
According to Il Sole, the EU may update the taxonomy regulation to include gas and new-generation nuclear power