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Unipol: more upside than we first though

Yesterday we wrote how if Unipol manages to (a) sell the bank and (b) the holding company discount collapses to zero based on an expectation UNI IM and US IM combine, there would be 36% upside in UNI...

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Increase exposure to banks

With the current macro drivers now in favour, we would be increasing exposure to Banks – if only relative the market – and see this recent sell-off as an opportunity. A reminder of the reasons: i)...

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