Banco Inter (BIDI4 BZ): Positive Direction of Travel, Despite Underwhelming 2Q20
2Q20 results for Banco Inter SA (BIDI11 BZ) were underwhelming, coming in below consensus earnings estimates Nonetheless, beyond the revenue and...
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Bank Credit Strategy: Pre-Positioning for AT1 Price Accretion
Our top five picks for Additional Tier 1 (AT1) price accretion comprise bonds issued by TMB Bank PCL (TMB TB), Banco Santander Brasil SA (SANB11...
496 Views
LatAm Banks – Late Bloomers On Credit Costs?
We have seen with many European and US banks, a sharp reduction of credit costs during 2Q20 compared with 1Q20. Even in Japan some banks have...
370 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...
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Cielo (CIEL3 BZ) & Facebook (FB US), Did They Jump the Gun?: WhatsApp Payments Suspended in Brazil
A week after the announcement that Facebook Inc A (FB US) owned WhatsApp launched its payments app in Brazil, the Brazil Central Bank (BCB) has...
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