BBVA: So Long, Sun-Belt – What Next; Buybacks and Potentially M&A?
BBVA's sale of its US bank will give it excess capital to redeploy, in both share buybacks and potentially M&A too; we explore some potential M&A...
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EM Banks Through the Credit Quality and Value Lens
Our 2Q20 screens reveal the wide range in cost of risk amongst EM banks We screen for banks that are well capitalised and have ”kitchen sinked”...
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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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Andean Banks: Credicorp & BanColombia 2020 Outlook - We See Value in Credicorp
We continue to prefer Credicorp Ltd (BAP US)Â over Bancolombia SA (CIB US)Â in the Andean banks Credicorp is trading at three year lows in terms of...
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OTP Bank: Cracks in the Lustre of Popularity
At Creative Portfolios, we do not like overcrowded trades. Regarding EM banks, there are a number of popular choices. As Steven Holden shows us,...
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