Liran Lublin
- "The Idea That a Bank Should Trade at 1x Book Value Is Wrong When ROE Is at These Levels"
"We won’t see bank profitability in 2025 like we did in 2024, mainly because inflation is expected to moderate," says Liran Lublin, Head of Research at IBI Investment House. We spoke with him about the disappointment with Mizrahi Tefahot’s earnings, whether real competition can arise, and why, despite recent stock gains, bank shares still have upside