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Victor Galliano
Financials & FinTech, EM & Southern Europe
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Galliano's Latin Notes
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Location:
United Kingdom
Joined:
10 September 2018
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Recent
bullish
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RHB Bank Bhd
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27 Sep 2023 23:06
Malaysian Banks Data to June 2023 Screener; Stick with RHB Bank and CIMB
Among Malaysian banks, we like RHB Bank for strong profitability, premium CET1 ratio, healthy credit quality and undervalued stock, CIMB Group for...
Victor Galliano
209 Views
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bearish
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Thematic (Sector/Industry)
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26 Sep 2023 20:58
US Banks - Snapshots Ahead of 3Q23 Results
US banks face challenges with unrealized bond losses impacting adjusted CET1 ratios, CRE exposure posing credit risks and deposit outflows. We are...
Victor Galliano
266 Views
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bearish
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Softbank Group
•
20 Sep 2023 20:23
Softbank (9984 JP): Arm IPO Done, the Hard Part Comes Next
Arm Holdings IPO has boosted the SBG share price, but Arm's high valuation may not be sustainable due to Arm's over-valuation, implying a reversal...
Victor Galliano
340 Views
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bullish
•
Bank Negara Indonesia Persero
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15 Sep 2023 22:43
Indonesian Banks Screener; Stick with Negara as Our Preferred Pick
Bank Negara remains our top pick due to low PE multiples and attractive PEG ratio. We also like Bank Mandiri for its high returns and low PEs....
Victor Galliano
419 Views
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bearish
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Softbank Group
•
08 Sep 2023 18:57
SoftBank Group (9984 JP); Arm IPO, Priced for Disappointment
The Arm IPO valuation, although lower than SoftBank's internal transaction buying out SVF1, still seems very richly valued; add this to the poor...
Victor Galliano
537 Views
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