Primer: Itaúsa (ITSA4 BR) - Aug 2026
Itaúsa is a premier Brazilian holding company, offering investors a liquid proxy for Brazilian economic activity through a concentrated...
95 Views
Itausa ( ITSA4 BZ): Itaú Unibanco Premium Rating Limits Holding Company Upside
Despite trading at a 25% NAV discount, Itausa is downgraded to neutral due to Itaú Unibanco's high PBV ratio which largely discounts its return...
601 Views
GEM Banks; Conviction Calls for 2023
Our core buys are Bank Mandiri, Hana Financial, China Construction Bank and BanColombia; we also have special mention for Banco Itau and Nubank;...
922 Views
Brazil Banks – Stick with Buys on Bradesco and Inter, Calling Time on Banrisul Long
Bradesco's re-rating supported by insurance operations, Inter remains deep value but investors advised to lighten positions, downgrading Banrisul...
142 Views
Brazil Banks – Stick with Bradesco, Adding Small-Cap Banrisul to the Buy List
Bradesco is re-rating due to banking recovery and solid insurance arm, Banrisul added to buys for its deep value, Itausa offers exposure to Banco...
606 Views