🥇 First rule of investing? Know when to save! Up to 55% off InvestingPro before BLACK FRIDAYCLAIM SALE

Commerzbank would boost UniCredit earnings, but not without risks

Published 09/11/2024, 12:53 PM
Updated 09/11/2024, 12:57 PM
© Reuters. FILE PHOTO: The branch of Swiss bank UBS is reflected in the window of a branch of Germany's Commerzbank next to the old opera house in Frankfurt, Germany, September 8, 2020, REUTERS/Kai Pfaffenbach/File Photo
CBKG
-

(Reuters) - UniCredit's purchase of a 9% stake in Commerzbank (ETR:CBKG) has raised the prospect of a merger which has long been considered a natural option for the Italian lender, which entered the German market in 2005 by buying Bavarian peer HypoVereinsbank.

UniCredit in 2001 had attempted a move on Commerzbank, which it aborted just before the Sept. 11 attacks.

The Milan-based bank worked on a possible offer in 2019, but met political resistance. A push under current Chief Executive Andrea Orcel in 2022 led nowhere due to the Ukraine conflict.

Germany accounts for around 20% of UniCredit's net profit.

Here are some views from analysts on the latest move:

UBS

If a full bid took place, the weight of Germany for UniCredit would rise to around 40% from 20%-25%.

UniCredit could fund at least part of a potential deal with cash without its core capital breaching the 13% threshold the bank wants to respect.

"We'd expect some scrutiny about the rationale behind (i) the stake build up versus a larger initial investment, and (ii) the risks of deploying additional capital in Germany at this difficult juncture ... but our initial view on the deal is positive insofar it opens the door for UniCredit to use excess capital in a geography it already operates and under financially attractive terms at first sight."

BANK OF AMERICA

A deal would allow UniCredit to double its market share with German SMEs, cut costs and re-enter the Polish market.

"While in principle we believe such a development would potentially be a win-win for all parties involved, deal terms, the size and nature of the deal would come with some execution risk and possibly political/financial hurdles."

CITI

A simulation over the summer indicated a deal would yield an earnings per share (EPS) boost of more than 8% in 2027, assuming a 20% premium bid. The fall in Commerzbank's share price since then entails a larger EPS boost.

However, "we wonder why UniCredit has not launched a full takeover at this stage and what could be the timetable, as this could result in lower financial benefits".

Citi notes Germany is a less profitable market than Italy.

EQUITA SIM

Assuming UniCredit pays a 20-25% premium in an offer half in cash, half in shares, a merger that allowed Commerzbank to cut costs by 10% would boost earnings per share by more than 15%.

The combined entity would have a return on tangible equity (ROTE) of more than 16.5%, compared with around 8% for Commerzbank at present and UniCredit's current ROTE above 17%.

© Reuters. FILE PHOTO: The branch of Swiss bank UBS is reflected in the window of a branch of Germany's Commerzbank next to the old opera house in Frankfurt, Germany, September 8, 2020, REUTERS/Kai Pfaffenbach/File Photo

MEDIOBANCA SECURITIES

With a 20% premium, Commerzbank is "comfortably the most accretive option for UniCredit" with a 25% boost to earnings per share, a 3.1 percentage point hit to core capital and an increase of 1.7 percentage points to ROTE.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.