Malaysian Banks Screener; CIMB Improves Credit Quality Driving Post Provision Returns
CIMB remains a buy for credit quality and potential efficiency gains, we downgrade Maybank to neutral on valuations and efficiency concerns; AM...
264 Views
Indonesian Banks Screener; Bank Negara (BBNI IJ), the Value and Growth Pick
Negara is our top pick, Mandiri remains a buy; both banks have big valuation differentials with quality play BCA and they have lower structural...
406 Views
Developed Market Exchanges – Integrated Flow Monsters and Big Data Monetisers
CME Group is our top pick for its dominant market position in key US derivatives, Deutsche Borse is also on the buy list. We downgrade Japan...
328 Views
Big-Cap Brazilian Commercial Banks; Bradesco (BBDC4 BZ), the Earnings Recovery Play
With its strong earnings recovery potential, Bradesco remains our buy in Brazilian banks while NuBank faces credit quality and potential capital...
190 Views
Indian Banks Screener 1QFYE25: Positive Focus on Value Based Smaller Caps
Positive focus on smaller cap, value based Indian banks Bandhan, Baroda, and UBI; negative on richly valued ICICI Bank and Kotak Mahindra due to...
286 Views