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Victor Galliano

Victor Galliano
Financials & FinTech, EM & Southern Europe
Galliano's Latin Notes

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bullishRHB Bank Bhd27 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...

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bearishThematic (Sector/Industry)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...

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bearishSoftbank Group20 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...

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bullishBank Negara Indonesia Persero15 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....

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bearishSoftbank Group08 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...

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