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Galliano’s Financials Research

Galliano’s Financials Research
Financials & FinTech, EM & Developed Markets

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Financials Equity Bottom-Up Thematic (Sector/Industry)
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bullishRakuten Bank
11 Jun 2024 22:06

Rakuten Bank (5838 JP) – The Bank in Current Form and the Promise of FinTech Reorganization

​Rakuten Bank is set to benefit from rising interest rates in Japan, with potential shareholder benefits from proposed FinTech reorganization; we...

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bullishSoftbank Group
07 Jun 2024 00:33

Softbank (9984 JP): This Time, It’s Different

We believe that ​Elliott's push for share buybacks and other strategic reforms at SoftBank should be a game changer for minorities, and this should...

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05 Jun 2024 21:14

Malaysian Banks Screener; Stick with Value Pick CIMB and Maybank as the Quality Pick

​Value play CIMB and quality play Maybank are top picks among Malaysian banks, both with strong financials and positive momentum in share price....

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25 May 2024 00:55

Japanese Bigger-Cap Banks – Rates Story Continues, with the Prospect of Equity Holdings Disposals

​Bank of Japan should raise benchmark rates; we like Resona, Mizuho, SMFG, and Concordia, not just for their gearing to higher rates but also for...

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bullishIndusind Bank
22 May 2024 22:00

Indian Banks Screener FYE24, Part 2: Bandhan and UBI added to the buy list

We add value plays Bandhan and UBI to the buy list alongside HDFC Bank and Baroda, turning neutral from negative on SBI. Bandhan is our core Indian...

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