Member Info for Joeoh33

Article in the Business Post putting the Irish Banks to have an increased NII in 2036 that will be €335M higher than both analysts and the banks own forecasts….fingers crossed 🤞

GLA

€17 well breached……in a bad way!

GLA

Nice lift again today, hope it sticks this time!

GLA

Despite from RTE:

New figures from Banking and Payments Federation Ireland show that a total of 46,358 mortgages were drawn down in 2025, an increase of 7.7% on the previous year.

These mortgages were valued at almost €14.5 billion - an increase of 15.2% and marking the highest annual drawdown values since 2008

GLA

17 didn’t last long…….

GLA

Nice today, let’s see how she survives above €17?

GLA

Just when you thought it was safe to……..

GLA

PTSB up 10%, must be someone sniffing around?

Maybe some proper competition coming…….

GLA

From RTE:

The European Central Bank will not debate any rate change in the near term if the economy stays on course, but new shocks, like a potential deviation by the Federal Reserve from its mandate, could upset the outlook, ECB chief economist Philip Lane said.

So, all set fair for the foreseeable!

GLA

Certainly downhill at the minute!

GLA

Happy New Year All.

I hope this run can continue and if that happens, what about a MC of €20B? (SP north of €20).

GLA

Https://www.rte.ie/news/business/2025/1230/1550903-ai-boom-to-supercharge-european-banks-rally/

Yes, making a bit of headway today,

GLA

From Bloomberg:

European Central Bank officials expect the cycle of interest-rate cuts to most likely be finished based on the latest outlook for growth and inflation, according to people familiar with the debate.

So looks like our little FKIR is set fair for next year.

GLA

Yes, BOI has larger loan book and greater deposits but for whatever reasons something is holding it back on the profits / market cap side!

GLA

I know Cooking …..just opinions and we all know what they are worth!!

BTW:

AIB Market Cap €19.3B

BOI MC €15.2B

Hmmmmm……..

GLA

*thought

What’s the latest on it Cooking, though it had been bottomed out?

GLA

From Bloomberg:

Executive Board member Isabel Schnabel is comfortable with investor bets that the European Central Bank’s next interest-rate move will be an increase.

GLA

Currently @ 47.7k……

Santa Rally?

GLA