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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Banorte (GFNORTEO MM); Management's Initial 2020 Guidance Looks Too Optimistic
Grupo Financiero Banorte-O (GFNORTEO MM) hosted a conference call on November 4th to outline the integration of the Interacciones acquisition...
652 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...
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Mexican Banks: Post-Election Assessment
We published an insight into Mexican banks in June prior to a huge rally in asset prices....
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Mexican Banks: Cock Your Sombrero-Angles Are Attitudes
Grupo Financiero Banorte-O (GFNORTEO MM), Banco Regional, and Grupo Fin Santander-B (SANMEXB MM) stand out in LATAM.They represent a relatively low...
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