Banorte Ranks Attractively Based on Mexican Banks’ July Data
Mexican equities generally lie in the out-of-favour, value category and we focus in on Mexican banks, based on the July 2020 data trends Banorte...
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Mexican Banks: Confronting the Credit Quality Challenge
Mexican banks have mostly increased provision charges, to bolster loan loss reserves and prepare for the worsening credit quality outlook The...
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Mexican Banks – April Data Sets the Scene for 2Q20
Mexican banks’ key data for April sets out the key challenges for 2Q20; cost of risk continues to worsen, with fee generation under pressure; near...
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LatAm Financials: Top Picks Summary
Our top picks in LatAm financials are Banco Do Brasil Sa (BBAS3 BZ) , Cielo SA (CIEL3 BZ) in Brazil and Gentera SAB De CV (GENTERA* MM EQUITY) in...
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Mexican Banks - A More Demanding Quest for Value; Take Profits on Banorte
Mexican banks and financials' solid share price performance makes the quest for value a tougher proposition We stick with our positive...
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