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Galliano’s Financials Research
Financials & FinTech, EM & Developed Markets
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Location:
United Kingdom
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Recent
bearish
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Softbank Group
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16 Nov 2024 02:23
Softbank (9984 JP): The Importance of Arm Is More a Curse than a Blessing
SoftBank's reliance on Arm for NAV growth is a significant risk, given Arm's rich valuations, with potential risks from a JPY-USD FX reversal and...
Victor Galliano
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374 Views
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bullish
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Hana Financial
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12 Nov 2024 04:49
South Korean Banks; Hana Financial (086790 KS) And Woori (316140 KS) Remain Our Key Positive Picks
Among South Korean banks, Hana and Woori stand out; attractively valued Hana has potential for inclusion in a planned Value-Up index rebalancing,...
Victor Galliano
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182 Views
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bullish
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Bank Negara Indonesia Persero
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07 Nov 2024 00:32
Indonesian Banks Screener; Stick with Bank Negara (BBNI IJ) And Bank Mandiri (BMRI IJ)
We like Negara and Mandiri; Negara stands out on valuation and is starting to deliver stronger returns, whilst Mandiri is attractive on PE...
Victor Galliano
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208 Views
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bullish
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Banco Bradesco
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05 Nov 2024 20:16
Big-Cap Brazilian Commercial Banks; Bradesco Stays Our High Conviction Buy, Nubank Remains a Sell
The market has yet to recognise Bradesco’s improving returns and better credit quality, whilst Nubank faces credit quality challenges and...
Victor Galliano
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181 Views
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bullish
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Resona Holdings
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30 Oct 2024 22:21
Japanese Big Cap Banks – Stay Positive Ahead of BoJ’s Outlook Report and 2Q Fiscal Year Results
BoJ is to hold rates, yet data shows rising market rates and the JGB yield curve is steepening; we rate Resona and Mizuho for their higher rate...
Victor Galliano
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260 Views
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