Thai Banks 1Q24 Screener; We Stick with Krung Thai for Best Value, Kasikorn for Positive Catalysts
Krung Thai is our preferred pick for its value for healthy return, solid capital ratio with Kasikornbank continuing to deliver on improving...
71 Views
Potential Domestic Rate Hike Impacts Highlighted in the BoJ’s Latest Financial System Report
The BoJ's FSR focuses on issues like potential domestic rate hikes. Key picks are Resona, Mizuho, and Concordia in big caps, the positive regional...
440 Views
SoftBank (9984 JP): Arm Out-Stretched (On Valuation) And Is JPY Depreciation Largely Done?
SoftBank's Arm faces valuation hurdles as shares drop 12%, while JPY weakness may reverse due to Fed and BoJ actions. SoftBank shares trade at a...
281 Views
Banamex Update and Mexican Banks’ January Data – First Look at Early 1Q 2024 Trends
Sector trends show headwinds credit costs and maybe opex. BanBajio's strong ROE, high capital ratio and modest valuations make it a more attractive...
486 Views
Payment Companies – Potential IPOs, Select Companies Being Taken Private and Sector Overview
In payments, PagSeguro, Visa, PayPal and Shift4 are buys while Affirm remains a sell. Klarna and Stripe prep for their IPOs, Nuvei and Cielo are...
247 Views