EM Digital Banks – We Turn Positive on KakaoBank and Inter, Cautious on Nubank and Neutral on PAN
KakaoBank raised to buy for its firm business niche, its positive banking and capital ratios; Inter is also a buy for its undemanding valuations...
901 Views
Primer: Banco Pan SA (BPAN4 BZ) - Apr 2026
Banco Pan is a mid-sized Brazilian bank, controlled by Banco BTG Pactual, focusing on consumer finance for lower to medium-income individuals...
128 Views
Brazil Digital Banking: Client Behaviour Changes Driving Growth, with Regulatory Catalysts
The Covid-19 pandemic is driving customer to change behaviour, and is accelerating and deepening the shift to digital banking and financial...
498 Views
Brazil Digital Banking – A Highly Competitive Market, but One with Opportunities
We believe Banco Inter’s recent share price correction reflects the increasing competition in Brazil digital banking The big major challenger is...
589 Views
Boost Research
Primer on Brazilian Digital Banking – Disrupters & Adapters
Brazil is progressing on its digital banking journey; it is ahead of most LatAm countries, bar Chile, but it lags other emerging markets like...
788 Views