Brazil Banks – Reiterating Banco Do Brasil Buy
Re-iterating our buy on Banco do Brasil; latest poll for the presidential run-off places Bolsonaro in the lead, and press reports indicate that the...
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Brazil Banks – Upgrading Banco Do Brasil to Buy
Banco do Brasil’s valuations are very attractive and a Bolsonaro win would be a positive catalyst for its further re-rating. Targeting a 2026E PBV...
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GEM Funds: Extreme Stocks, July 2024
We screen for stocks at the extreme ends of their positioning or momentum ranges. We combine current and historical data with recent manager...
522 Views
Brazil Banks – Stick with Buys on Bradesco and Inter, Calling Time on Banrisul Long
Bradesco's re-rating supported by insurance operations, Inter remains deep value but investors advised to lighten positions, downgrading Banrisul...
142 Views
Primer: Banco Bradesco (BBDC4 BZ) - Apr 2026
Diversified Financial Conglomerate: Banco Bradesco is one of Brazil's largest private-sector financial institutions, with a dominant presence...
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