Resona Holdings (8308 JP) – Positive 3QFY24 Results
Resona's strong 3QFY24 results show it has good EPS growth to come from higher interest rates; also it is containing cost growth, lowering the NPL...
101 Views
Thai Banks 4Q24 Screener; Krung Thai (KTB TB) Is in the Early Re-Rating Stages
We emphasize Krung Thai as our core value pick among Thai banks; its strong capital ratios, healthy credit quality and premium returns warrant its...
264 Views
Japanese Big Cap Banks – Revisiting Interest Rate Sensitivities
BoJ raises rates to 0.5% and hints at more hikes, forecasting higher inflation in 2025. Buy Resona, Mizuho, Concordia, and Shizuoka due primarily...
497 Views
Emerging Market Exchanges – Brazilian Exchange B3 (B3SA3 BZ) Stands Out
Our core value pick is B3 in Brazil, with its well spread product offering; buy HKEx with its high post-trade revenues, whilst PSE is one to watch,...
227 Views
Payment Companies – Key Picks and Potential IPOs in Focus
PagSeguro is our core value pick, Nexi and Visa are also buys, Affirm still rated a sell, Shift4 is now neutral. Updated Klarna and Stripe pre-IPO...
423 Views