Malaysian Banks Screen; Stick with RHB Bank and CIMB
Scorecard topping RHB Bank is the key pick with attractive valuations, improving returns; CIMB offers deep value with improving credit quality,...
408 Views
Japanese Big Cap Banks – Trump’s Trade War Headwinds
Trade war means rising recession risks, delayed BoJ rate hike and flatter JGB yield curve; despite the banks' positive long-term outlook, reduce...
270 Views
Indian Banks Screener: Adding Punjab National Bank (NSEI:PNB) To the Buy List
Buy Baroda, Bandhan, and PNB, the latter replacing UBI. PNB offers sharply improving returns, all are value plays. Richly valued Kotak Mahindra is...
219 Views
Brazil Banks – Buy Bradesco for Value and Improving Returns, Nubank Is Stretched on Valuations
Negative on Nubank due to tough competition and credit risks, bullish on Bradesco with its strong insurance arm, neutral on Banco do Brasil due to...
393 Views
Japanese Big Cap Banks – Three Scorecard Stand-Outs, and One Wildcard
Introducing Japanese big cap banks scorecard: Resona, Mizuho, SMFG top picks with Shizuoka as the wildcard; metrics measure leverage, LDRs, cash...
514 Views