Rotation into Value - More to Come from the Italian Banks, Especially Banco BPM (BAMI IM)
The global rotation into value stocks has led the Italian banks to outperform the European banks sector index year-to-date and over the last three...
602 Views
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...
549 Views
Boost Research
Santander Parent for SanMex Offer Update; Wooing the Minorities?
Banco Santander Sa (SAN SM) shares have underpeformed Banco Santander Mexico-B (BSMXB MM) since the offer announcement in April, making the offer...
630 Views
Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
508 Views