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CaixaBank BPI

Start of Coverage: 14-01-2000

Resume of the last report made by this analyst

We have cut the EPS by 3% on average to incorporate a harsher PLN evolution. We think current valuation attractive post the recent share price decline and despite the expected LFL slowdown in Q2 (Easter effect) and uncertainties with the Sunday ban, risk-reward seems now well balanced. M&A in Poland should be more positive than negative to the IC.

Analyst: José Rito

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