Primer: Banco del Bajio SA (BBAJIOO MM) - Aug 2026
Banco del BajĂo (BanBajĂo) is a well-established Mexican bank with a differentiated business model focused on lending to Small and Medium-sized...
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Mexican Banks – Looking Beyond Trump Policies, We See Value in Smaller Caps
​Mexican banks face pressure from government and fintech challengers, but show strong results and selective value; based on our proprietary...
611 Views
Mexican Banks – BanBajio Back in the Spotlight
We re-instate BanBajio as a buy in Mexican banks due to compelling valuations and, more importantly, positive credit quality catalysts; it stands...
193 Views
Mexican Banks – BanRegio (RA MM) Replaces BanBajio (BBAJIOO MM) In the Spotlight
We see the combination of BanRegio’s 40%+ PBV ratio discount, its modest PE multiple with low PEG ratio, healthy credit quality and its top...
101 Views
LatAm Banks – Liquidity, Solvency and Credit Quality in Focus in a Crisis
Focus on LatAm banks liquidity, solvency and credit quality; we like Bradesco and BanColombia as value plays with Banco de Chile, BanBajio &...
847 Views