Mexican Banks ROE Recovery Continues into June
June data shows Mexican banks' ROE is rising helped by falling cost of risk; capital is sound, NPLs are contained; BBVA Bancomer & Banorte employ...
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Mexican Banks Data for August Is Positive for Banorte (GFNORTEO MM)
August data for the Mexican bank sector adds conviction to our positive view on Banorte, in terms of credit quality, cost control and credit spreads
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Mexican Banks: Confronting the Credit Quality Challenge
Mexican banks have mostly increased provision charges, to bolster loan loss reserves and prepare for the worsening credit quality outlook The...
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Mexican Banks – April Data Sets the Scene for 2Q20
Mexican banks’ key data for April sets out the key challenges for 2Q20; cost of risk continues to worsen, with fee generation under pressure; near...
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LatAm Financials: Top Picks Summary
Our top picks in LatAm financials are Banco Do Brasil Sa (BBAS3 BZ) , Cielo SA (CIEL3 BZ) in Brazil and Gentera SAB De CV (GENTERA* MM EQUITY) in...
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