Nightmare day in Piazza Affari for the shares of Banca Popolare dell'Emilia Romagna, which after opening the session in the red by 4% suddenly accelerated downwards, arriving by mid-morning to lose more than nine percentage points, to 6,795 euros, according to worst drop on the Ftse Mib. The Bpm (-7,9%) was also affected by the tension on the Popolari, which last Friday, with the markets closed, received the announcement of theexit from the shareholding structure of Investindustrial by Andrea Bonomi.
According to analysts, Bper is one of the Italian banks most likely to have to resort to a capital increase in the coming months. The speculation was sparked after the recapitalization announced on Friday evening by Banco Popolare, which this morning lost more than 13 percentage points, achieving the worst performance on the Milanese list.
"In our opinion, the market will begin to discount that Credito Valtellinese and BP Emilia R will also carry out a capital increase - reads the report on the banking sector published today by Equita -, with 300mn and 500mn respectively, they could approach 10% of cT1 ratio B3" .
Credito Valtellinese in turn suffers a drop of 6,1%, to 1,239 euro.
