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Victor Galliano
Financials & FinTech research
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Galliano’s Financials Research
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Location:
United Kingdom
Joined:
10 September 2018
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Equity Bottom-Up
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Recent
bullish
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Bank Negara Indonesia Persero
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03 May 2024 00:10
Indonesian Banks Screener; Negara Stands Out on Value, Growth Potential and Improving Return Trends
Negara is our value pick, with improving returns and the best NPL coverage of the peer group, and we maintain Mandiri as a buy for its best...
Victor Galliano
201 Views
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bullish
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HDFC Limited
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30 Apr 2024 23:41
Indian Banks Screener FYE24, Part 1: We like Quality Name HDFC Bank, Baroda Is the Value Pick
We provide new 4QFYE24 data on 4 of the 10 Indian banks that have reported in our enlarged peer group; we rate HDFC Bank a buy, as well as Baroda...
Victor Galliano
267 Views
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bullish
•
Krung Thai Bank Pub
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24 Apr 2024 21:36
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...
Victor Galliano
238 Views
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bullish
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Mizuho Financial Group
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20 Apr 2024 03:15
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...
Victor Galliano
464 Views
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bearish
•
Softbank Group
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18 Apr 2024 18:33
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...
Victor Galliano
306 Views
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