Announcements
Drinks
28/3/2024 Research EN
Scope publishes final rating methodology for European Real Estate Rating Methodology
The methodology is now final following a call-for-comments period and will apply to all issuer and debt ratings of European real estate corporates. The methodology might have a limited negative impact on outstanding ratings of one issuer.
26/3/2024 Research EN
German savings and co-operative banks well positioned to face challenges
The strong financial results of Germany's savings and co-operative banks demonstrate a high degree of resilience to current challenges, including continued cost pressures and credit risks, particularly in real estate.
25/3/2024 Research EN
The Wide Angle – European banking to 2030: more vigorous on the digital, more rigorous on risk
The future for European banks looks unmistakably digital and AI-driven. Emerging platform economies and the blurring of cyberspace borders between financial and non-financial businesses will further disrupt incumbent banks’ legacy structures.
15/3/2024 Research EN
German banks: systemic crisis unlikely amid persistent concerns about real estate slump
Fears of a real estate crisis engulfing German banks, particularly around US office exposure, have overshadowed their better annual results announced in recent weeks. But there is no immediate risk of a systemic crisis.
13/3/2024 Research EN
Italian banks: no acceleration in deposit repricing but funding pressure set to intensify
Deposit rates are rising slowly, reflecting low competition and a favourable deposit mix, but we expect more pressure in coming quarters, owing to TLTRO III redemptions and competition from retail government bond placements.
13/3/2024 Research EN
Bayer proceeds with caution over restructuring: timing is crucial in any refocus on pharma
Bayer AG’s caution over a possibly far-reaching restructuring of its pharmaceutical and crop-science activities is frustrating shareholders but is understandable given the high stakes involved in restoring the company’s investment case.