After having invested before in $1COV (+0,3%) with the aim to be acquired by Adnoc/XRG and another investment in $ILTY Illimity Bank in Italy giving access to $IF (-0,24%) Banca IFIS with a 10% discount.

I'm now thinking to invest in further banking consolidation. Since there seems to be a wave of banking consolidations coming up both cross boarder and within individual European countries.

Italy shows:

$UCG (-0,88%) Unicredit stakebuilding in both $ALPHA (+1,03%) Alphabank & $CBK (-2,34%) Commerzbank and a failled attempt to acquire $BAMI (-1,78%) Banco BPM. We saw $BMPS (+1%) Monte dei Pachi acquire $MB (-1,08%) Mediobanca. $BPE (-1,71%) Bper Banca merge with $BPSO (-1,22%) and rumored to be on the wishlist of Unicredit.

Denmark is consolidating but could be still more ongoing:

A recent merger of $SYDB (-4,56%) Sydbank, Arbejdernes Landsbank & $VJBA (+0%) Vestjysk Bank.

In Spain

We've seen a major but failed attempt to forget about the Spanish attempt of $BBVA (-0,73%) Banco Bilbao of $SAB (-1,51%) Banco Sabadell.

The Netherlands:

$ING (-0,85%) ING taking a substantial stake in $VLK (-1,45%) Van Lanschot Kempen.

$ABN (-3,26%) Doing several take overs in Germany and buying the trading app Bux and rumored to be bought themselves.

When thinking this through I see a potential for take over but, if it won't happen there is still good dividends to be earned. Therefore there is less of a need of a quick turn around.

I'm now looking for a "smaller" bank that traded and a likely take over candidate.

Where would you invest?

$BPE (-1,71%) - Bper Banca - Italy

$BAMI (-1,78%) - Banca BPM - Italy

$ABN (-3,26%) - ABN Amro Bank - Netherlands

$ALPHA (+1,03%) - Alpha Bank - Greece

$JYSK (+0,18%) - Jyske Bank - Denmark

$ALR (+0,55%) - Ailor Bank - Poland

Any other alternatives, or opinions about this idea, I'm happy to read!

Working on the base with solid stocks this week. Bought 20 shares of $ABN (-3,26%) en 14 of $AD (-0,86%) .

Sold 50 shares with and average buy price of €11.18

(re)New entries today, because I stepped in to $ABN (-3,26%) again(20 shares), at a somewhat lower price. The forecast is recovered again with > 5% dividend/y.

The other one is a bit of a outcast, I bought 20 shares $HSBK Halyk Bank of Kazakhstan on the London exchange. You need to push on the transaction to see the right ticker. 😅 The dividend was 17% this year (€4/share) but the forecast for 2026 is €6/share and paying in January, June and October. We will see how this evolves. 😇

Sold my 26 $ABN (-3,26%) with 38% profit and invest in 100 $WINC (-0,81%) . Added 15 $AD (-0,86%) and 14 $BATS (-2,66%) . Maybe step in later again at $ABN, but got a lot other financials like $NN (-0,64%) , $VLK (-1,45%) ,and $WHA (-0,21%) .

I have been building my portfolio this year and it is doing quite well. Currently my focus is diversifying my portfolio. I have some nice performers in my portfolio like $BESI (-4,08%) , $ABN (-3,26%) , $EVO (-0,14%) , $VLK (-1,45%) . A few others are still underperforming for now but are known stable companies like $ALV (-0,79%) and $TTE (+0,24%) . My focus now is also a bit towards US stocks due to dollar diversification since I am mainly invested in Europe, Switserland and Scandinavia. I am always looking for companies with strong balance sheets, low debt ratio's compared to their peers, growth, dividend and maybe undervalued. One great example is $EVO (-0,14%) which I expect to launch🚀 in the coming year.

I'm looking at three dividend stocks right now: $PFE (+0%), $AEP (+0,1%) and $ENEL (+0,14%). They each have different profiles, and I'm trying to figure out which could be the most attractive at this point.

$PFE (+0%) seems undervalued. The stock is still well below its pre-COVID levels, the balance sheet is strong, and the dividend is over 5 percent. The real question is whether the company can return to solid growth with its pipeline.

$AEP (+0,1%) is a US utility with stable cash flow, a solid dividend track record, and relatively low debt. It doesn’t move fast, but it offers a good level of reliability and income, especially if rates come down.

$ENEL (+0,14%) is more of a question mark. The dividend is growing by nearly 9 percent a year and paid in multiple installments, which I like. But the stock is already up over 20 percent this year. Debt is quite high, and revenue growth is limited. I like the exposure to renewables, but I'm not sure if this is the right entry point.

• What do you think of these names?
• Any clear favourites? Or red flags?

Also curious: what are your expectations for the USD-EUR exchange rate in the second half of the year? I'm considering the FX angle too, since two of these names are US-listed.

#DividendInvesting
#Pfizer
#AEP
#Enel
#StockIdeas
#USD
#InvestingEurope

Today I reached a €100 monthly milestone

$TDIV (-0,33%)

$JEGP (-0,25%)

$VWRL (-0,98%)

$NN (-0,64%)

$ABN (-3,26%)

$O (+0,92%)

$V (+0,4%)

I try to build a portfolio with combinations of growth and dividends:

$ABN (-3,26%)

$NN (-0,64%)

$V (+0,4%)

$O (+0,92%)

$TDIV (-0,33%)

$JEGP (-0,25%)

$VWRL (-0,98%)

got to 20 today, beyond my wildest expectations...let's see how long it lasts# $ABN (-3,26%) old analisys https://getqu.in/qNFJ7w/

#dividends
#stock
#abn