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Analyses on Fibi Bank (5)
- May 18, 2026May 18, 2026
- Follow-up
FIBI follow-up: Cal is no longer only an approvals question
Cal can still create a disposal gain for FIBI, but Q1 evidence makes the value path less straightforward: antitrust approval is still delayed, and El Al's club exit at the end of 2026 hits the exact years that support the contingent consideration.
FIBI in the first quarter: credit is growing, but margin and capital are tighter
FIBI enters 2026 as a high-quality bank that continues to grow credit and client assets, but the first quarter shows that growth alone no longer offsets margin compression and a thinner capital buffer after distributions.
- March 10, 2026March 10, 2026
- Follow-up
Beinleumi: How Much Capital Is Really Left To Return as the Spread Cools and Regulation Tightens
Beinleumi still has excess capital, but the buffer that is truly available for return is much smaller than the retained-earnings number suggests because spread compression, RWA growth and a more wholesale funding mix are shrinking the room for error.
- Follow-up
Beinleumi And CAL: The Value Exists, but Realization Is Still Stuck in Timing and Deal Structure
Beinleumi's CAL stake represents real value that is already recognized to a large extent on the balance sheet, but realization is still stuck in the combination of timing, approvals, and deal mechanics, leaving a live gap between value that exists and value that is actually acce…
Beinleumi 2025: Growth Is Strong, but the Spread Is Cooling and Capital Is No Longer Endless
Beinleumi remains a high-quality bank with strong growth in loans, fees and client assets, but 2025 already showed that spread profitability is normalizing and capital return is turning excess capital into the key question for 2026.
