Q2 24 supported by senior financing, B-ilty and good cost control Earlier this month, Illimity (ILTY) reported Q2 NP of EUR12.2m, ahead of our expectations, mainly due to a lower tax rate (17% vs 30%e). Revenues were ahead thanks to fees (+56% QoQ) benefiting from strong origination (+95% QoQ), offset by a CoR which remained high at 83bps (but expected to decline in H2). The company expects the interest margin to stabilize by the end of the year thanks to lower interest rate trends. In Q2 24, H ....