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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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bearishSoftbank Group
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...

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bullishHana Financial
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,...

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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...

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bullishBanco Bradesco
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...

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bullishResona Holdings
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...

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