"ירידות לא מוצדקות": האנליסט שחושב שהשוק מפיל את מניות הבנקים בטעות

הערכה

An analyst at IBI Investment House argues that the market's sharp sell-off of bank stocks, led by Bank Hapoalim, is an overreaction. While the bank reported a decline in net profit due to lower interest rates, low inflation, and a new windfall tax, the analyst points to strong growth in credit and mortgage portfolios as reasons for optimism. The key question is whether the market will reassess its pessimism or if broader macroeconomic headwinds will continue to pressure banking sector valuations.