Jan 14 2026
Financials
Recent Research
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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...
Banks
October mortgage approvals: trends remain strong despite softer volumes
Mortgage approval values hit a record on a rolling 12-month basis, reinforcing the strength of long-term market trends despite softer volumes in October. First-time buyers (FTBs)...
Banks
Bank of Ireland to launch housing bridging loans
The launch of a bridging loan by Bank of Ireland expands a market that was absent until late-2024. With liquidity in the Irish housing market low, the greater availability of such...
IRES REIT
Upgrades to forecasts highlight the opportunity
As indicated following the Q3 trading statement, we are upgrading our earnings and net tangible asset (NTA) forecasts due to stronger expected organic growth from the proposed...
