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Galliano’s Financials Research

Galliano’s Financials Research
Financials & FinTech, EM & Developed Markets

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Financials Equity Bottom-Up Thematic (Sector/Industry)
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bullishHachijuni Bank
14 Dec 2024 01:48

Japanese Midcap Banks – Hachijuni (8359 JP) Is Our Top Pick

​Japanese midcap banks: stick with buys on Hachijuni Bank and Hokuhoku Financial, replacing Gunma Bank with Iyogin for potential gains from equity...

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bullishRHB Bank Bhd
06 Dec 2024 22:10

Malaysian Banks Screen; RHB Bank Upgraded to a Buy, Alongside Existing Buy on CIMB

​RHB Bank is our top pick in Malaysian banks for its value attributes with strong turnaround potential, while CIMB remains the quality buy even...

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bullishBanco Bradesco
05 Dec 2024 01:43

EM and DM Financials - 2025 High Conviction Ideas

​Buy GEM banks Bradesco, Hana and Baroda, sell Nubank due to return headwinds. Japanese banks Mizuho and Resona benefit from higher benchmark...

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bullishBank Of Baroda
03 Dec 2024 00:12

Indian Banks Screener: Stick with Buys on Select, Value Based Smaller Caps

​We stick with our value relative to returns based calls on Indian banks. Positive on smaller caps Baroda, Bandhan, UBI; negative on ICICI Bank and...

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bullishResona Holdings
29 Nov 2024 01:49

Japanese Big Cap Banks – Shizuoka (5831 JP) Upgraded to Buy, Chiba (8331 JP) To Neutral from Buy

​Expectations are for BoJ to hike rates, potentially in December; we like Resona, Mizuho, Concordia, Shizuoka for higher rates gearing, low LDRs,...

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