Anima closed the month of November with a net collection in managed savings (formerly branch I insurance delegations) positive for 3 million euros (+660 since the beginning of the year). Considering also the excluded item, it is negative for 693 million euros (-4.802 million since the beginning of the year). Total assets under management stood at 205,2 billion (206,2 billion including managed assets). In November 2023, collections had been negative by 340 million.
“The collection and market trends that have led the group to new records in assets under management continue, with higher profitability than in the past – commented Alessandro Melzi d'Eril, CEO of Anima Holding – Anima sgr records strong retail collections and technical outflows with little economic impact, while the segment composed of Anima Alternative, Castello and Kairos has exceeded one billion euros in net collections since the beginning of the year”.
Stock still rising
At Piazza Affari the title Soul gains 0,47% and rises to 6,475 euros per share, now steadily above the price of the public purchase offer launched last November 7 by Banco Bpm.
The market has been wondering for days who is buying Anima shares. Perhaps they are investors who are betting on a relaunch of the offer, but at least in theory a revision of the terms is not a given since Banco Bpm is the subject of a takeover bid by Unicredit and therefore must deal with the passivity rule. The fact is that if the shares continue to rise and if the institute led by Giuseppe Castagna does not adjust the terms of the offer, it will be difficult for the takeover bid on the asset management company to succeed.
