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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Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
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Andean Banks: We Prefer Peru's Credicorp (BAP US) To BanColombia (CIB US)
Bancolombia SA (CIB US) shares have been a clear outperformer to Andean peer Credicorp Ltd (BAP US) year to date This can be justified by good...
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Global Banking Trends: Trusting the Signals
The PH Score™ identifies fundamental momentum opportunity from more than 2000 shares globally on a quarterly basis, always focusing on the top and...
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