Global Bank Equity Specialist, Creative Portfolios

Paul Hollingworth

Global Bank Equity Specialist

Creative Portfolios

Thematic (Sector/Industry)

Colombia Banks / Thematic (Sector/Industry)

<p>Here is a look at how regions fare regarding key indicators.</p><ul>
<li>PH Score = value-quality (10 variables)</li>
<li>FV=Franchise Valuation</li>
<li>RSI</li>
<li>TRR= Dividend-adjusted PEG factor</li>
<li>ROE</li>
<li>EY=Earnings Yield</li>
</ul><p>We have created a model that incorporates these components into a system that covers&gt;1500 banks.</p>

Here is a look at how regions fare regarding key indicators.
PH Score = value-quality (10 variables)
FV=Franchise Valuation
RSI
TRR= Dividend-adjusted PEG factor
ROE
EY=Earnings Yield
We have created a model that incorporates these components into a system that covers&gt;1500 banks.

Global Banks: Some New Year Pointers