European Banks: Focus on Digital Banking Pioneers Trading at Attractive Valuations
European banks are at the deep value end of the equities spectrum, in the current investment climate We are not, however, consigning the entire...
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Elliott & BEA: "Fiefdom" On Pause
Just two months before Elliott Management and Bank Of East Asia (23 HK) head back to court to arbitrate on BEA's purported overarching relationship...
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XP Inc IPO: Strong Business but Overpriced
XP Inc is the largest digital brokerage in Brazil with about 1.5m retail clients and R$350bn in assets under custody. It is a technology driven...
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Bank of East Asia: A Diamond with a Flaw Is Worth More than a Pebble Without Imperfections.
Bank Of East Asia (23 HK)Few in the market would have predicted that Bank of East Asia would have delivered such a shift in fundamental progression...
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Catalonia Crisis – Heightened Post-Election Risks
* Rajoy’s Terrible Gamble: Spain’s Prime Minister (PM) Rajoy’s gamble for a unified vote when he called for new elections and seized control of...
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