Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap?
We see this as a fair offer for Itaú Corpbanca shareholders, given the drag from the Colombian operations; still, it needs a successful Colombia...
539 Views
Itaú Corpbanca – Contrarian Buy Idea in the Andean Banks
Itau Corpbanca's share price has been hit, partly due to bad sentiment towards Colombia; yet there is evidence of improving returns, credit quality...
419 Views
Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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BBVA: So Long, Sun-Belt – What Next; Buybacks and Potentially M&A?
BBVA's sale of its US bank will give it excess capital to redeploy, in both share buybacks and potentially M&A too; we explore some potential M&A...
251 Views
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...
656 Views