Banco Inter (BIDI11 BZ): Exploring Base and Bad Case Scenarios
We explore two core scenarios for Banco Inter SA (BIDI11 BZ), the Brazilian digital bank we cover, to see potential outcomes for returns going...
325 Views
Banco Do Brasil (BBAS3 BZ): Excessively Hard Hit by the Fear Factor
Emerging market equities have experienced large out-flows in recent weeks, with LatAm equities hit hard, especially Brazil and big-cap banks at...
305 Views
IRB Brasil (IRBR3 BZ): Buy for the Brave -Fallen Angel Retains Premium Return Potential
IRB Brasil Resseguros S/A (IRBR3 BZ), as the leader by far in Brazil re-insurance, is a high growth and return business which had traded at a...
333 Views
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...
310 Views
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...
370 Views