Aug 5 2025
Financials
Recent Research
Bank of Ireland, H1 2025: strong Irish delivery
Jul 29 2025
Banks, Q2 mortgage drawdowns and June approvals
Jul 25 2025
Banks, Bankinter Ireland H1 results
Jul 24 2025
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Harworth Group
Good operational progress, but market headwinds slowing growth
Valuation headwinds and cost increases have impeded what has otherwise been a good half year of operational progress at Harworth. There will be some pressure on FY25 NDV estimates,...
Banks
UK motor finance ruling; incremental improvement in EBA stress tests
The UK Supreme Court ruling on motor finance removes some of the extreme potential outcomes, but it will take some time yet to understand the full implications – not all lenders will...
AIB Group
H1 2025: in-line; strong capital position
AIB Group (AIBG) has delivered interim results broadly in-line with expectations, with attractive capital generation. Interim dividends are resumed, and capital remains very strong. Lending...
permanent tsb Group
H1 2025: strong business momentum
PTSB continues to demonstrate strong progress with good activity in customer lending and deposits and the commencement of its voluntary severance programme. Underlying profitability...
Bank of Ireland
H1 2025: strong Irish delivery
Bank of Ireland (BIRG) continues to deliver with strong growth across Irish lending, wealth AUM and deposit franchises – achieving a 14.8% ROTE and 110bps of capital generation despite...
Banks
Q2 mortgage drawdowns and June approvals
Mortgage momentum remained strong in Q2, with drawdowns and approvals both reflecting double-digit growth. First-time buyers (FTBs) continue to drive activity, while supply improved with...
Banks
Bankinter Ireland H1 results
Bankinter continues to grow, albeit at a slower pace than in recent years, resulting in broadly stable profitability. New mortgage market share in Q2 is stable on Q1. Further details are...
Irish banks
H1 2025: lending and distributions in focus
Irish banks remain well placed to deliver, and 2025 interim results will further reinforce this. Attractive capital generation enables investment in growth, efficiency and shareholder...
permanent tsb Group
NatWest disposes of remaining holding
The disposal by NatWest Group of its remaining holding removes an overhang and should improve liquidity in PTSB’s stock. PTSB is well positioned due to a range of initiatives, including...
FBD Holdings
No change in Personal Injuries Guidelines
The recommendation to not increase personal injuries award guidance applies only to the Personal Injuries Resolution Board, which may result in an increased number of cases going to...
