Banco Inter (BIDI4 BZ): Positive Direction of Travel, Despite Underwhelming 2Q20
2Q20 results for Banco Inter SA (BIDI11 BZ) were underwhelming, coming in below consensus earnings estimates Nonetheless, beyond the revenue and...
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EM Banks Value Screen: Focus on a Half Dozen
We highlight six EM Banks from our value screen of a total of 40 banks, selected from the top 65 EM banks by MSCI weighting Our preferred name, on...
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China Construction Bank (SEHK 939): Key Metrics and Valuation Comparisons with Brazil Big-Cap Banks
We compare the Brazil big-cap banks with China Construction Bank H (939 HK), the largest big-cap Chinese banks, in this report CCB compares...
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Banco Inter (BIDI11 BZ): Exploring Base and Bad Case Scenarios
We explore two core scenarios for Banco Inter SA (BIDI11 BZ), the Brazilian digital bank we cover, to see potential outcomes for returns going...
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Banco Do Brasil (BBAS3 BZ): Excessively Hard Hit by the Fear Factor
Emerging market equities have experienced large out-flows in recent weeks, with LatAm equities hit hard, especially Brazil and big-cap banks at...
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