European Bank Targets: M&A Risks and Opportunities
BBVA's hostile takeover bid for Sabadell has been rejected by the latter's board, signaling a potential wave of mergers and acquisitions in the European banking sector. This theme focuses on financial institutions that could be involved in or benefit from increased M&A activity.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+9.09%
About This Group of Stocks
Our Expert Thinking
BBVA's rejected takeover bid for Sabadell has sparked expectations of broader consolidation across European banking. This creates opportunities for potential acquirers seeking strategic growth, undervalued banks that may become targets, and advisory firms facilitating these complex transactions.
What You Need to Know
This group includes financial institutions positioned across three key areas: established banks with acquisition capabilities, potentially undervalued targets, and investment banks that profit from deal-making activity. M&A waves often lead to share price re-ratings and increased fee income.
Why These Stocks
These financial institutions were handpicked by professional analysts based on their strategic positioning to participate in or benefit from anticipated European banking consolidation. Each represents exposure to different aspects of the M&A opportunity.
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 9.09% over the next year.
Stocks Rated Buy by Analysts
13 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
M&A Catalyst in Motion
BBVA's rejected takeover bid has set the stage for broader European banking consolidation. This high-profile move often triggers a domino effect, drawing attention to other potential deals and targets.
Fee Income Explosion
Investment banks and advisory firms stand to generate massive fee income from facilitating complex banking mergers. A single major deal can boost quarterly earnings significantly.
Valuation Re-Rating Opportunity
Target banks often see their share prices jump when M&A speculation increases. Even rumours of potential deals can lead to substantial price movements as investors position for takeover premiums.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Consumer Sentiment Drop (Four-Month Low) Aids Retailers
A sharp drop in consumer sentiment to a four-month low indicates that households, especially lower and middle-income ones, are feeling financial pressure. This creates an investment opportunity in discount and off-price retailers, which stand to gain as consumers shift their spending to value-oriented stores.
Satellite Giants Unite: The Next Chapter for Europe
Three of Europe's top aerospace companies are nearing a deal to merge their satellite units, creating a €10 billion joint venture. This strategic consolidation is poised to bolster Europe's competitiveness in the global space race, creating opportunities for companies in the satellite technology supply chain.
Play Store Competition | Investment Opportunities
A court ruling has forced Google to open its Play Store to competitors, a major victory for Epic Games. This development creates an investment opportunity in companies poised to benefit from a more competitive app and payment ecosystem.
Frequently Asked Questions
Everything you need to know about the product and billing.