Nov 28 2025
Financials
Recent Research
IRES REIT, Positive trading update
Nov 25 2025
Banks, Unchanged domestic capital buffers
Nov 18 2025
Irish banks, Banks monthly: NII inflection
Nov 12 2025
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Banks
October mortgage approvals: trends remain strong despite softer volumes
Mortgage approval values hit a record on a rolling 12-month basis, reinforcing the strength of long-term market trends despite softer volumes in October. First-time buyers (FTBs)...
Banks
Bank of Ireland to launch housing bridging loans
The launch of a bridging loan by Bank of Ireland expands a market that was absent until late-2024. With liquidity in the Irish housing market low, the greater availability of such...
IRES REIT
Upgrades to forecasts highlight the opportunity
As indicated following the Q3 trading statement, we are upgrading our earnings and net tangible asset (NTA) forecasts due to stronger expected organic growth from the proposed...
IRES REIT
Positive trading update
IRES has published a trading statement for Q3 2025, reflecting strong operating performance and good progress in its disposal programme, which has achieved better-than-expected...
XPS Group
HY results: strong growth with continued investment offset
XPS reported strong half-year results, delivering solid revenue and profit growth. Underlying EBITDA remained resilient, though marginally below expectations due to continued investment...
Banks
Unchanged domestic capital buffers
Domestic capital buffers remaining unchanged will not come as a surprise as conditions have not changed materially since the last review in June 2025. Domestic Irish buffers remain above...
Irish banks
Banks monthly: NII inflection
Net interest income (NII) and underlying profitability inflection will now occur in 2025, a year earlier than anticipated. This demonstrates the resilience in the business models of AIB...
AIB Group
Q3 results: NII stabilised
AIB Group (AIBG) has reported another strong performance in Q3, with net interest income (NII) stabilised, strong capital generation and ongoing increases in customer deposits. The NII...
AIB Group
Cancellation of warrants
The cancellation of the state’s warrants marks the full exit of AIB Group (AIBG) from the state. The impact is somewhat higher than previously expected, reflecting an increased...
Bank of Ireland
Q3 results: ongoing momentum into 2026
Bank of Ireland’s (BIRG) Q3 update demonstrates good momentum and bodes well for 2026 (and beyond). Activity in Ireland (lending / deposits / AUM) continues to grow strongly, coupled...
