EFTA02655028.pdf PDF
…Intesa, SocGen, Erste, =KIR. Caution on Spanish banks given valuation, risks around NPAs. More positive Italians post capital raisings: Buy =nicredit. Recently hosted CEOs of both Intesa & Unicredit. Derivs =dea = SX7E Jun 135/145 call spread. Separately, ask for…