Cielo (CIEL3 BZ) & Facebook (FB US), Did They Jump the Gun?: WhatsApp Payments Suspended in Brazil
A week after the announcement that Facebook Inc A (FB US) owned WhatsApp launched its payments app in Brazil, the Brazil Central Bank (BCB) has...
330 Views
State Bank of India: Likely AT1 Downgrade Already Priced-In
The downgrade of State Bank Of India's (SBIIN) US$-denominated Additional Tier 1 (AT1) bond by Moody’s Investors Service is almost certain....
297 Views
China Construction Bank (SEHK 939): Key Metrics and Valuation Comparisons with Brazil Big-Cap Banks
We compare the Brazil big-cap banks with China Construction Bank H (939 HK), the largest big-cap Chinese banks, in this report CCB compares...
384 Views
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...
327 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...
308 Views