Chile in the Spotlight - Banking on an Inflation Boost
Political unrest has led to a Chilean market correction; yet the announcement of a referendum on constitutional change is a catalyst for a...
568 Views
Banco Do Brasil (BBAS3 BZ): Secondary Share Issue Done, Value and Fundamentals to Drive Re-Rating
Banco Do Brasil Sa (BBAS3 BZ) concluded and priced its secondary share offering equivalent to 4.6% of total shares outstanding We believe that...
535 Views
Itausa (ITSA4 BZ) - Take Profits on Narrowing NAV Discount
Itausa-Investimentos Itau-Pr (ITSA4 BZ)'s NAV discount has narrowed since our initiation in January 2019 from 24% to 18% currently, outperforming...
778 Views
Boost Research
Banco Do Brasil (BBAS3 BZ) - Sound Progress, and Great Value Versus Its LatAm Peers
Brazil assets have not escaped the impact of the generally "risk-off" mode in markets; for the Brazil big-cap banks, including our top pick Banco...
693 Views
Boost Research
Brazilian Pension Reform Moves Ahead; We Stick with Our Positive View on Banco Do Brasil
Brazil's pension reform agenda moves closer to approval, with its passage through the special commission of the lower house last week We expect...
646 Views