Rotation into Value - More to Come from the Italian Banks, Especially Banco BPM (BAMI IM)
The global rotation into value stocks has led the Italian banks to outperform the European banks sector index year-to-date and over the last three...
401 Views
Mexican Banks - A More Demanding Quest for Value; Take Profits on Banorte
Mexican banks and financials' solid share price performance makes the quest for value a tougher proposition We stick with our positive...
393 Views
Boost Research
Santander Parent for SanMex Offer Update; Wooing the Minorities?
Banco Santander Sa (SAN SM) shares have underpeformed Banco Santander Mexico-B (BSMXB MM) since the offer announcement in April, making the offer...
417 Views
European Banks at Q119: Big Banks, Greek Banks...a Quantamental Evaluation
We take a look at a sample of European banks at Q119, and score them by financial strength (FUN), by trends and value-quality (PH Score) and by...
496 Views
Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
601 Views