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MARKET UPDATE LUNCHEON - HONG KONG

European Banks: Rewards and Challenges Heading Into 2026

Thursday 13th November 2025
Hong Kong: 12:00pm – 2:00pm HKT (Lunch will be served.)
27/F Salao Nobre De Camoes (Ballroom), Club Lusitano, 16 Ice House St, Central

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Connect with CreditSights’ senior analyst in Hong Kong for a deep dive into European banks.

Join us for a luncheon in Hong Kong, where our senior analyst, Simon Adamson, Head of Financials at CreditSights, will unpack the key drivers, risks, and opportunities shaping European bank credit as we head into 2026. Over a focused lunch session, we will examine core fundamentals, regional nuances, regulatory developments, and relative value across capital structures—with practical takeaways for positioning.

  • Fundamental Highlights: Profitability, Asset Quality, Capital Trends
  • Regional Differences: Spotlight on French Banks
  • M&A Implications: Evolving Consolidation Dynamics in Italy, Spain, and the UK
  • External Risks: Navigating Political Volatility and Tariff Exposures
  • Regulatory Developments: Basel 4 Implementation and Swiss Capital Rule Implications
  • Relative Value: Recommendations with an Emphasis on AT1 Opportunities

Seats are limited. Reserve your place now to gain actionable insights and engage directly with our analyst during Q&A.

If you have any queries about the event, or would like to submit questions in advance of the webinar, please reach out to the events team at events@creditsights.com

Speakers:

Simon Adamson

Head of Financials, CreditSights

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