Rotation into Value - More to Come from the Italian Banks, Especially Banco BPM (BAMI IM)
The global rotation into value stocks has led the Italian banks to outperform the European banks sector index year-to-date and over the last three...
602 Views
Banorte (GFNORTEO MM); Management's Initial 2020 Guidance Looks Too Optimistic
Grupo Financiero Banorte-O (GFNORTEO MM) hosted a conference call on November 4th to outline the integration of the Interacciones acquisition...
652 Views
Global Banks: Why VFM Matters
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is 620 listed bank shares. VFM is...
580 Views
Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
508 Views
HSBC Holdings – TRY Devaluation Is the First Major Devaulation Under IFRS 9, Risk for HSBC Is Real
The rapid and extensive devaluation of the TRY (USDTRY CURNCY) is the first major currency devaluation since banks adopted IFRS 9. Under the new...
720 Views