Japanese Banks – 2026 High Conviction Ideas
Japanese banks in 2026 should see top line growth from hawkish BoJ, shareholder value creation through cross-holding disposals; Resona top pick...
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Payment Companies – Our 2026 High Conviction Ideas
Top payment picks for 1H 2026: Buy Nexi, PagSeguro for deep value; Sell Affirm due to BNPL competition and credit risks; Keep an eye on Klarna's...
750 Views
GEM Banks - 2026 High Conviction Ideas
Top bank picks for 1H 2026 are Banrisul, Bradesco, and Ping An Bank, also highlighting buys on CCB and Hana Financial for deep value. Sell on...
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GEM Exchanges –Bolsa Mexicana (BOLSAA MM) Is Our Top Pick
We Upgrade BolsaMex to buy for its deep value, strong post-trade revenues, more attractive than downgraded-to-neutral B3; BSE upgraded to neutral...
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Bangkok Bank (SET:BBL) Downgraded on Thailand-Cambodia Suspension of Peace Accord
We turn cautious on Bangkok Bank, downgrading it to neutral from buy; Thailand’s suspension of the peace accord in the conflict with Cambodia is...
339 Views