** Goldman Sachs cuts Spanish bank Bankinter BKT.MC to "sell" from "neutral," citing few re-rating catalysts given relatively limited capital flexibility
** The broker also sees downside risk to Visible Alpha Consensus net profit estimates, as implied by its own forecasts
** The broker cuts its 12-month price target by about 3% to 13.10 euros
** On the other hand, GS upgrades Portuguese BCP BCP.LS to "buy" from "neutral," expecting the bank to deliver above sector average growth
** It says NII is expected to grow by mid-single digits over the medium term despite lower policy rates, aided by solid lending volumes and reduced legal risk from Swiss Franc mortgages
** The broker sees potential for further consensus upgrades over the medium term and raises its price target by about 16% to 0.96 euro
(Reporting by Marta Serafinko in Gdansk)
((Marta.Serafinko@thomsonreuters.com; +48 58 769 66 00;))
Comments