Banco Do Brasil (BBAS3 BZ): Actuarial Adjustments to Capital - Are We Nearly There?
Banco Do Brasil Sa (BBAS3 BZ) delivered a solid 4Q19 to broadly comply with all aspects of its 2019 guidance, even if loan growth was at the...
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Brazil Digital Banking – A Highly Competitive Market, but One with Opportunities
We believe Banco Inter’s recent share price correction reflects the increasing competition in Brazil digital banking The big major challenger is...
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Capital Build, Cost Control and Lower Risk Cost to Drive Banco Do Brasil’s (BBAS3 BZ) Shares Higher
Growing risk appetite in the markets should drive interest in emerging market equities, including Brazil, with its recovering GDP outlook bringing...
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Brazil Banks Data November '19; Broadly Positive Pointers for 2020, Despite Spread Pressure
Brazil banks data to November is broadly positive Accelerating loan growth, especially in the individuals category, and well controlled...
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Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
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