With SEB’s macro team now expecting two further 25bp ECB rises (December and March), we raise Aktia’s NII by 1.
Aktia reported positive momentum on both NII and AUM flows.
Aktia reported a 21% PBT beat of Modular Finance consensus, driven by high Life income.
After numerous quarters with declining NII on the back of lower policy rates, a positive rate hiking cycle has emerged once again.
Aktia reported a soft Q1 result with PBT 25% below Infront consensus.
The negative impact from falling interest rates seen in Q4 should start to linger in Q1, but we expect little NII momentum given the lack of...
We believe Aktia’s outlook for 2026 was below expectations: the top line looks fine (one could argue conservative), but higher expenses on c...
Aktia reported a Q4 PPP of EUR 19.8m, some 2% below consensus.
Aktia’s Q3 showed that frequent changes during 2025 did not have a visible impact on the bank; on the contrary, Aktia managed to grow its AU...
Although Q2 might not be an eventful quarter in the underlying business, the fact that it will be the first to include Taaleri makes consens...
