Mexican Banks – BanRegio (RA MM) Replaces BanBajio (BBAJIOO MM) In the Spotlight
We see the combination of BanRegio’s 40%+ PBV ratio discount, its modest PE multiple with low PEG ratio, healthy credit quality and its top...
101 Views
Mexican Banks – Looking Beyond Trump Policies, We See Value in Smaller Caps
Mexican banks face pressure from government and fintech challengers, but show strong results and selective value; based on our proprietary...
611 Views
Primer: Regional SAB de CV (RA MM) - Jan 2026
Strong Growth Trajectory: The company has demonstrated a robust growth profile, evidenced by a 3-year revenue CAGR of 21.59% and a net income...
137 Views
LatAm Banks – Liquidity, Solvency and Credit Quality in Focus in a Crisis
Focus on LatAm banks liquidity, solvency and credit quality; we like Bradesco and BanColombia as value plays with Banco de Chile, BanBajio &...
847 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
576 Views