Jan 22 2026
Financials
Recent Research
Harworth Group, Completed £110m of sales in FY25
Jan 19 2026
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Banks
Bankinter FY results; Revolut Irish mortgage plans
Bankinter continues to produce consistent growth, led by its mortgage offering. We await further details on its deposit offering, expected during 2026, but believe the impact will be...
Harworth Group
Pushes back timeline on £1bn NDV target
Harworth Group no longer believes that it will meet its target of reaching an EPRA net disposal value (NDV) of £1bn by end- 2027. While the timeline has been pushed back, the company...
Harworth Group
Completed £110m of sales in FY25
Harworth Group has completed sales marginally ahead of our expectations in residential plots but at values below June’s reported levels. Further good progress has been made on Grade...
Banks
BAWAG reportedly in exclusive talks to acquire Finance Ireland
The Irish banking sector continues to evolve as BAWAG reportedly enters exclusive talks to acquire Finance Ireland, the country’s largest non-bank lender. The deal would strengthen...
AIB Group
CEO interview reiterates key investment case points
The recent interview with the AIB Group (AIBG) CEO touches on a number of key strategic points in the bank’s investment case, reiterating messages delivered across H2 2025. AIBG’s...
Banks
November mortgage approvals: softer monthly activity, ICS raises fixed rates
November mortgage approvals softened, but year-to-date (ytd) activity remains resilient. Weaker first-time buyer (FTB) and mover purchase volumes led the decline. Elsewhere, the...
AIB Group
Completes second residential mortgage SRT
AIB’s second residential mortgage significant risk transfer (SRT) is another step to generating additional capital and achieving more efficient risk weighted assets (RWAs). AIB is very...
Irish banks
Banks monthly: competition evolution
Following fundamental changes in the retail Irish banking landscape almost five years ago, competition in the market continues to evolve. We assess the market as competitive but...
XPS Group
Multi-year growth opportunities ahead
XPS delivered strong H1 results, extending its track record of double-digit revenue growth. We maintain robust revenue forecasts, while earnings are modestly impacted by higher...
Banks
October deposit growth and positive rate dynamics
October deposit volumes saw continued growth with particularly strong monthly growth. This may reflect statistical collection changes, but the underlying trend still points to positive...
