Feb 12 2026
Financials
Recent Research
Irish banks, Positive liability dynamics
Jan 29 2026
Harworth Group, Completed £110m of sales in FY25
Jan 19 2026
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Banks
AIBG pay deal; Savings and Investment Union
AIB Group’s (AIBG) 2026 pay agreement is in line with our expectations – less than €2bn operating expenses for 2026 will require reductions in staffing levels and other expenses to be...
Banks
Avant begins roll out of deposit offerings
Bankinter continues to expand its Irish presence with the public launch of two deposit products, but it still appears to be in test phase given current accounts and regular savings...
Irish banks
Positive liability dynamics
We retain a constructive outlook on the Irish banks into 2026. The Irish economy is set for ongoing growth, while bank balance sheets are also well primed. In the report, we assess the...
Banks
Q4 mortgage drawdowns: further growth in market
2025 marked another year of growth in the Irish mortgage market. There are three factors at play. Ongoing increases in average mortgage size as the constraints of the housing...
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...
