Aug 13 2025
Financials
Recent Research
FBD Holdings, Strong performance in H1 2025
Aug 8 2025
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FBD Holdings
Post H1 2025 model update
FBD delivered a strong update with H1 2025 demonstrating the strength of the business model with a profitable outcome, strong growth in core markets and a higher dividend than...
FBD Holdings
Strong performance in H1 2025
FBD demonstrates another strong performance in H1 2025. Growth in customer base and gross written premium (GWP) are once more standout features. In addition, results, solvency and...
IRES REIT
Operational quality drives positive H1 result
A material margin beat in H1 (78.0% versus Davy at 76.8%) and better-than-expected disposal profits (€1.5m) have driven a positive earnings surprise at IRES. Net asset value (NAV) at...
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...
