Commerzbank share price has pulled back from its highest point this year as investors wait for more information from UniCredit. The CBK stock was trading at €32.7 on Friday, down from the year-to-date high of €38.3. ...

25/09/2025 Not for distribution, directly or indirectly, in or into the United States or any jurisdiction in which such distribution would be unlawful. INEOS FINANCE PLC Post-stabilisation Period Announcement NO STABILISATION CARRIED OUT [Further to the pre-stabilisation period announcement dated 23/09/25] BNP Paribas (contact: Stanford Hartman telephone: 0207 595 8222) hereby gives notice that no stabilisation (within the meaning of Article 3.2(d) of the Market Abuse Regulation (EU/596/2014)) was undertak ...

PresentationTarik El MejjadBofA Securities, Research Division It was at the same stage. It was first day as the designated CEO. You had back then very confident message and pushing hard on the argument that Commerz has the right business mix, the potential to deliver attractive returns on a stand-alone basis. Then you followed up with a very solid earnings and most importantly, punchy and credible medium-term plan. Then positive outcome from the German elections, the surprise fiscal stimulus and strong tail ...

BERLIN (Reuters) -UniCredit CEO Andrea Orcel said the Italian lender may consider the sale of its stake in Germany's Commerzbank to a bank outside the European Union if it received a good offer that shareholders wanted, a German newspaper reported on Saturday. Over the last year, UniCredit has built a 26% equity stake in the German lender and pressed for a tie-up, which Commerzbank opposes. The German state holds a 12% stake in the bank and the government in Berlin is also against a takeover. If sharehol ...

A year in to UniCredit's campaign to persuade Commerzbank to open merger talks, CEO Andrea Orcel's hopes of overcoming German opposition seem as distant as ever. ...

贵金属产品信息 - COMMERZBANK提供纯度为999.9的黄金产品，净重为1000克 [1][2] - 公司还提供纯度为999.5和999.9的白银产品 [1][2] - 铂金产品也在公司供应范围内，标注为PLATINUM和PLATINU [1][2] 作者背景 - 作者Neils Christensen拥有Lethbridge College新闻学文凭 [3] - 具有超过十年新闻报道经验，曾报道加拿大努纳武特地区政治新闻 [3] - 自2007年起专注于金融领域报道，曾任职于Canadian Economic Press [3]

潜在收购交易 - UniCredit首席执行官表示Commerzbank当前股价过高 不利于合并交易[1] - UniCredit自9月以来通过衍生品持有Commerzbank 28%股份 并获欧洲央行批准可持有至29 9%[1] 收购意愿与估值 - 公司认为在当前股价水平进行收购无法为投资者创造价值[2] - 公司对已持有的30%股份获得收益表示满意 但不愿以溢价收购更多股份[2] - 公司强调目前距离提出合并要约还很遥远[2] 股价与基本面 - 公司认为Commerzbank股价已远超基本面水平[3] - 指出存在人为维持股价在高位的市场活动[3] - 公司表示将保持耐心等待合适时机[3] 政府关系处理 - 公司表示将优先寻求与德国政府反对意见的"建设性解决方案"[2]

投资策略 - 投资组合主要包括房地产投资信托基金(REITs)、优先股和高收益债券 [1] - 近期采用股票多头与备兑认购期权及现金担保看跌期权相结合的策略 [1] - 投资理念基于长期基本面分析 [1] 研究领域 - 主要覆盖房地产投资信托基金和金融行业 [1] - 偶尔涉及交易所交易基金(ETF)及其他受宏观交易理念驱动的股票 [1] 注：文档2和文档3内容均为披露声明，不包含实质性行业或公司信息，故未予提取

文章核心观点 - 投资者可关注金融股ACNB和德国商业银行，二者有望延续良好表现 [1][7] 行业情况 - 金融板块有859只个股，在Zacks板块排名中位列第7，该排名考量16个不同板块，通过衡量板块内个股平均Zacks排名评估各板块实力 [2] - ACNB所属的西南银行行业有19只个股，在Zacks行业排名中位列第36，今年以来平均下跌12.3% [6] - 德国商业银行所属的外国银行行业有66只个股，在Zacks行业排名中位列第18，今年以来上涨7.8% [6] 公司情况 ACNB - 目前Zacks排名为1（强力买入），过去一个季度，Zacks对其全年收益的共识预期提高33.6%，显示分析师情绪改善，公司盈利前景增强 [3][4] - 今年以来回报率约为0.7%，而金融板块股票平均下跌2.3%，表现优于同行 [4] 德国商业银行（Commerzbank AG） - 今年以来回报率达58.7%，过去三个月当前年度的共识每股收益预期增长30.5%，目前Zacks排名为1（强力买入） [5]

作者信息 - 作者为Neils Christensen，拥有莱斯布里奇学院新闻学文凭，有超十年为加拿大新闻机构报道经验，曾报道加拿大努纳武特地区和联邦政治，自2007年起专注金融领域，就职于加拿大经济新闻社 [2] - 作者联系方式为1 866 925 4826分机1526，邮箱nchristensen at kitco.com，推特@Neils_c [2]