Banco Santander Brasil

  • Economic Turmoil in Brazil: How Will the Banks Handle it?

    By Louie Grint - July 18, 2013 | Tickers: BBD, BSBR, ITUB

    After growing for many years in a row, Brazil has become the world’s sixth-largest economy by nominal gross domestic product. The economy is facing its third consecutive year of slower-than-forecast growth, however. What has happened to what used to be BRIC’s LatAm champ? Pumped by inflation, local currency, the real, is depreciating and investors are questioning the government’s presence in some key sectors of the economy such more »

  • Invest in These Beaten Down Brazilian Banks

    By Mark Holder - July 5, 2013 | Tickers: BBD, BSBR, EWZ, ITUB

    As riots erupted in Brazil over the last few weeks, the stocks trading on US exchanges have collapsed. In fact, the Brazil iShares Index (NYSEMKT: EWZ) fell from around $54 to $40 over a few weeks during June. Even worse, the index peaked out around $75 back in early 2011. Over two years later and the index still remains in a downtrend as domestic stocks soar.

    Another major reason for more »

  • Buy Offshore Banks for Faster Growth and Bigger Gains

    By Ken McGaha - June 19, 2013 | Tickers: BBVA, BSBR, CIB

    With the U.S. economy projected to grow only an anemic 1.9% this year, many developing countries are becoming more dependent on their own quickly growing middle classes to drive economic growth and demand for domestic goods and services.The banking industry almost always benefits greatly from growing economies like these, and investors seeking current income and exceptional growth potential need look no further than our neighbors to the more »

  • 3 Brazilian Banks In Market Adversity

    By Damian Illia - June 6, 2013 | Tickers: BBD, BSBR, ITUB

    Brazil's economic policies are a great case for studying. For decades the government has fought against inflation, replacing one currency with another until finding success. However, some indicators seem to announce inflation's return with a vengeance. Some point to last Wednesday’s (May 29th) drop on stock price, and government's decision to raise interest rate as the telling evidence. Here, are three Brazilian banks that reflected different more »

  • Brazil: Surprise of the Day

    By Damian Illia - May 6, 2013 | Tickers: BSBR, BAK, VALE

    The economy of Brazil is the world's seventh-largest by nominal GDP. The IMF forecasts Brazil`s growth this year will be 3%, recovering from the less than 1% growth last year but still well below rates registered in previous years. This recent economic slowdown has added volatility to the equity market. I present below three companies that are very dependent on the Brazilian economy. In fact, their stocks are more »

  • Time to Consider Investing in Brazil´s Banks

    By Matt Smith - May 3, 2013 | Tickers: BBD, BSBR, ITUB

    Brazil´s economy came crashing to Earth with a resounding thud in 2011 and 2012, with annual GDP growth plummeting from 7.5% in 2010 to 2.7% in 2011 and 0.9% in 2012. This can in part be attributed to Brazil being an export driven economy which is reliant upon global demand for both its commodities and manufactured products. Demand for these exports in two of Brazil´s more »

  • Playing Dividends Like Billionaire Stephen Mandel

    By Meena Krishnamsetty - February 5, 2013 | Tickers: AAPL, BSBR, KMI, KSS, VFC

    When assets under management start to stretch into the billions of dollars, scalping and short-term trading techniques become less scalable and profitable, and investors are often forced to make use of longer-term, value-driven, income-generating strategies. Just ask Stephen Mandel of Lone Pine Capital; he manages almost $17 billion dollars, and has been able to pocket about a tenth of that amount into his personal bank account. As a fundamental, company-specific more »

  • On Santander, Take the Warren Buffett Approach

    By Gaurav Seetharam - January 23, 2013 | Tickers: BSBR, SAN, BSAC, BSMX

    Part of the Warren Buffett philosophy is to look at troubled sectors in search of a diamond in the rough. He believes that you should buy companies whose stocks are depressed by factors other than their underlying business, because fundamentals will always win out in the end. This got me thinking about Banco Santander (NYSE: SAN) and whether or not Europe's current economic woes make it a buying opportunity more »

  • Why Santander Will Become the Most Profitable Bank in Mexico

    By Alejandro Guillú - December 20, 2012 | Tickers: BSBR, SAN, BSMX

    Madrid, we have a problem

    Banco Santander (NYSE: SAN) is currently the fourth largest bank in the world by revenues, after BNP Paribas of France, Bank of America and JPMorgan Chase.

    Santander dropped from $12 in January to as low as $5 in August. Investors are a scared about Spain, which is currently the fifth largest economy in Europe, and its over 25% unemployment. Santander has millions of customers in more »

  • Buy or Sell? Brazilian Banks

    By Federico Zaldua - December 5, 2012 | Tickers: BBD, BSBR, EWZ, ITUB

    As I have mentioned many times, the Brazilian economy is about to rebound (from a 1.5% GDP growth in 2012 to around 4% in 2013), and its equities have strongly underperformed the S&P 500. As many of you may already know, banks are almost always my favorite investments to play a GDP rebound. Hence, it makes sense to look at Brazilian banks.

    That said, the Brazilian banking sector more »

  • Are Brazilian Banks Approaching a Credit Boom?

    By Calla Hummel - October 22, 2012 | Tickers: BBD, BSBR, ITUB

    Brazilian banks have been left out of the international bank rally over the past few months. The reason? Brazilian bureaucrats united over aggressive interest rate cuts, which have taken away Brazilian banks’ biggest cash cow -- exorbitant consumer interest rates -- just as default rates started rising.  But new documents from the government reveal that a new credit expansion based on quality instead of quantity could be just around the corner. Should more »

  • How Solid is Banco Santander’s International Business?

    By Calla Hummel - June 23, 2012 | Tickers: BSBR, SAN

    Nearly every analyst writing on Banco Santander (NYSE: SAN) hints that the giant international bank may be the baby in Spain’s bathwater. Banco Santander is headquartered in Spain but the majority of the bank’s business comes from outside Europe, and Spain only accounts for 12% of its total profits, plus the stock boasts a yield around 13%. Banco Santander’s international business and solid management has ensured that more »

  • Plunging Brazilian Interest Rates and Your Portfolio

    By Calla Hummel - May 30, 2012 | Tickers: BBD, BSBR, SAN, EWZ, ITUB

    The top three Brazilian banks – Banco Santander Brasil (NYSE: BSBR), Banco Itau Unibanco (NYSE: ITUB) and Banco Bradesco (NYSE: BBD) have fallen between 20% and 30% since March. Of course, everyone is skittish about foreign banks and slowing global growth right now. However, the Brazilian banks’ fall comes after a much more concrete threat to profits: a slashed benchmark rate. 

    Brazilian banks have reaped huge profits over the last decade more »

  • The Case for Brazilian Bank Stocks

    By Andrés Cardenal - March 28, 2012 | Tickers: BBD, BSBR, SAN, ITUB | Editor's Choice

    Emerging markets provide many growth opportunities that are not usually found in most developed ones -- banking in particular is a business that can benefit strongly from long-term secular trends that should keep fueling growth for many years, in the case of Brazilian banks. High economic growth, a rising middle class, and lots of room for financial and real estate business expansion are some of the aspects to keep in mind more »

  • Brazil's Financial Sector Still Healthy

    By Tony Daltorio - January 4, 2012 | Tickers: BBD, BSBR, V

    Despite a marked slowdown in Brazil's economy and rising loan delinquencies, the long-term growth trend in its financial sector continues to move ahead uninterrupted. 

    The third-quarter results reported by Brazil's largest banks were in sharp contrast to results from banks in the developed world. 

    Latin America's biggest bank, by market capitalization, Itau-Unibanco ADR (NYSE: ITUB) said net profit was 25.5% higher than a year ago. Its more »