EM Digital Banks – We Turn Positive on KakaoBank and Inter, Cautious on Nubank and Neutral on PAN
KakaoBank raised to buy for its firm business niche, its positive banking and capital ratios; Inter is also a buy for its undemanding valuations...
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Softbank (9984 JP): Has Group NAV Peaked?
Softbank's NAV has risen to a new peak driven by Arm's market valuation and helped by JPY weakness; yet Arm's super premium valuation poses...
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South Korean Banks; Stick with Woori (316140 KS) And KB Financial (105560 KS)
Among South Korean banks, Woori and KB Financial remain top picks despite delinquency ratios worsening. Woori leads in NPL ratio, while KB shows...
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Indonesian Banks Screener; Negara Stands Out on Value, Growth Potential and Improving Return Trends
Negara is our value pick, with improving returns and the best NPL coverage of the peer group, and we maintain Mandiri as a buy for its best...
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Indian Banks Screener FYE24, Part 1: We like Quality Name HDFC Bank, Baroda Is the Value Pick
We provide new 4QFYE24 data on 4 of the 10 Indian banks that have reported in our enlarged peer group; we rate HDFC Bank a buy, as well as Baroda...
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