【出版时间及名称】：2010年2月爱尔兰银行业研究报告
        【作者】：法国兴业银行
        【文件格式】：pdf
        【页数】：44
        【目录或简介】：

Contents
4 Investment summary
10 Irish banks – Profitability
10 Improving macroeconomic outlook for UK and Ireland
13 Loan growth
14 Interest margins view for BOI and AIB
15 Ireland should still be a profitable banking market in the future
17 Bank of Ireland
20 Allied Irish Banks
22 NAMA outline and recent developments
22 Compared to the UK scheme
23 The outlook has worsened since September 2009
24 Estimated capital requirement has gone up
24 Market view of the preference shares
25 Potential to unlock value within Allied Irish
25 Raising all €4.4bn through a rights issue
25 Allied Irish has a range of strategic options
28 Bank of Ireland does not have the same range of options
28 Liability management exercises will help
29 Irish banks – Returns
29 Looking at tangible equity
30 Valuation
30 AIB – significant intrinsic value and strategic options
33 BOI – limited options to avoid a really big rights issue
35 Valuation in a fully normalised environment
36 Sensitive to estimates for the rights size
38 Potential government stakes at AIB and Bank of Ireland
39 Company profiles
39 Allied Irish Banks – Company profile
41 Bank of Ireland – Company profile