| BBD vs. HDB: Which Stock Is the Better Value Option? |
Investors looking for stocks in the Banks - Foreign sector might want to consider either Banco Bradesco (BBD) or HDFC Bank (HDB). But which of these two stocks presents investors with the better value opportunity right now? |
zacks.com |
2025-05-12 16:45:42 |
Czytaj oryginał (ang.) |
| Bradesco Q1: Reporting More Than Promised (Rating Upgrade) |
I am raising my recommendation from Hold to Buy on Bradesco shares due to strong earnings results and a successful turnaround. Bradesco's expanded loan portfolio grew 12.9% y/y, with improved credit quality and reduced non-performing loans, supporting the investment thesis. Net interest income increased 13.7% y/y, driven by loan portfolio growth and effective NPL control, enhancing financial results. |
seekingalpha.com |
2025-05-09 16:29:55 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q1 2025 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q1 2025 Earnings Conference Call May 8, 2025 9:30 AM ET Company Participants Marcelo de Araujo Noronha - Chief Executive Officer Cassiano Ricardo Scarpelli - Vice President Andre Carvalho - Investor Relations Joao Carlos Gomes Da Silva - Executive Officer Ivan Lima de Queiroz – Credit Policy Manager Conference Call Participants Thiago Batista - UBS Daniel Vaz - Safra Mario Pierry - BofA Securities Gustavo Schroden – Citigroup Pedro Leduc – Itau Jorge Kuri - Morgan Stanley Rosman – Unidentified Company Enrique Navarro – Santander Eduardo Nishio - Genial Yuri Fernandes - JPMorgan Carlos Gomez-Lopez - HSBC Bernardo Guttmann - XP Investimentos Renato Meloni – Autonomous Tito Labarta - Goldman Sachs Marcelo de Araujo Noronha Good day, everyone. |
seekingalpha.com |
2025-05-08 18:49:58 |
Czytaj oryginał (ang.) |
| Banco Bradesco's 16% Earnings Yield Is Not So Attractive Amid Its Challenges |
Bradesco's 4Q24 results show lagging loan growth, NII, and rising expenses, with key retail categories like credit cards and current accounts shrinking. Despite a 16% earnings yield, Bradesco's valuation is not attractive compared to peers like Santander Brasil and Banco do Brasil, which offer better growth and efficiency. Loan book grew 12% YoY, but the mix favored riskier segments; NII grew only 5.4% YoY, lagging behind loan growth. |
seekingalpha.com |
2025-02-20 21:35:05 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q4 2024 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q4 2024 Earnings Conference Call February 7, 2025 8:30 AM ET Company Participants Marcelo de Araujo Noronha - Chief Executive Officer Cassiano Ricardo Scarpelli - Vice President Andre Carvalho - Investor Relations Joao Carlos Gomes Da Silva - Executive Officer Conference Call Participants Bernardo Guttmann - XP Investimentos Gustavo Schroden - Citigroup Daniel Vaz - Safra Thiago Batista - UBS Renato Meloni - Autonomous Mario Pierry - BofA Securities Pedro Leduc - Itau Yuri Fernandes - JPMorgan Carlos Gomez-Lopez - HSBC Eduardo Nishio - Genial Tito Labarta - Goldman Sachs Marcelo de Araujo Noronha Hello. |
seekingalpha.com |
2025-02-08 06:52:08 |
Czytaj oryginał (ang.) |
| Is the Options Market Predicting a Spike in Banco Bradesco (BBD) Stock? |
Investors need to pay close attention to Banco Bradesco (BBD) stock based on the movements in the options market lately. |
zacks.com |
2025-01-28 11:51:17 |
Czytaj oryginał (ang.) |
| Bradesco: Betting On A Slow But Steady Turnaround |
Bradesco's stock has fallen 30% over the past year and 70% over five years, but profits rose 13% and delinquency rates improved. The Brazilian bank has been focusing on operational efficiency, reducing credit approval times by 40% and cutting the number of branches and service points by 42% since 2017. Bradesco trades at a 0.6x book value, offering an attractive dividend yield projected to exceed 10% in 2025-2026. |
seekingalpha.com |
2025-01-16 09:53:47 |
Czytaj oryginał (ang.) |
| Brazil's Lula nominates Bradesco head trader as central bank monetary policy director |
Brazilian President Luiz Inacio Lula da Silva nominated Nilton David, head trader at Bradesco bank, to serve as the next monetary policy director at the central bank starting in January, the institution said on Friday. |
reuters.com |
2024-11-29 17:53:39 |
Czytaj oryginał (ang.) |
| Bradesco Still Shows Challenges, And Lags The Market, Only Fairly Valued |
Banco Bradesco's 3Q24 results show declining market share, increasing costs, and shrinking margins. Despite this, net income recovered due to lower delinquencies. The bank's loan book grew 8% YoY, but it's losing share in key categories like personal loans, credit cards, and deposits. Lower net interest margins and higher operating expenses are concerning, though improved loan quality has reduced non-performing loans and allowances. |
seekingalpha.com |
2024-11-06 04:57:51 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q3 2024 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q3 2024 Earnings Conference Call October 31, 2024 9:30 AM ET Company Participants Marcelo Noronha - CEO Andre Carvalho - IR Cassiano Scarpelli - Director Vice President Andre Rodrigues Cano - Executive Vice President Ivan Gontijo - CEO, Bradesco Seguros SA Conference Call Participants Eduardo Rossman - BTG Renato Meloni - Autonomous Yuri Fernandes - JP Morgan Thiago Batista - UBS Daniel Vaz - Safra Mario Piery - Bank of America Pedro Leduc - Itaú Unibanco Eduardo Nishio - Genial Tito Labarta - Goldman Sachs Carlos Gomez-Lopez - HSBC Bernardo Guttmann - XP Henrique Navarro - Santander Brian Flores - Citi Marcelo Noronha Good day, everyone. |
seekingalpha.com |
2024-10-31 22:36:04 |
Czytaj oryginał (ang.) |
| Brazil Loyalty Programs Market Report 2024, with Focus on Mercado Livre's MercadoCoin, Ifood's Loyalty Program and Bradesco's Loyalty Rewards |
Dublin, Oct. 22, 2024 (GLOBE NEWSWIRE) -- The "Brazil Loyalty Programs Market Intelligence and Future Growth Dynamics Databook - 50+ KPIs on Loyalty Programs Trends by End-Use Sectors, Operational KPIs, Retail Product Dynamics, and Consumer Demographics - Q3 2024 Update" report has been added to ResearchAndMarkets.com's offering. The Brazilian loyalty market is expected to grow by 11.2% on an annual basis to reach US$4.07 billion in 2024. In value terms, the loyalty market in Brazil recorded a CAGR of 12.8% during 2019-2023. Brazil's loyalty market will continue to grow over the forecast period and is expected to record a CAGR of 9.6% during 2024-2028. The Brazilian loyalty market is forecast to increase from US$3.66 billion in 2023 to reach US$5.86 billion by 2028. |
globenewswire.com |
2024-10-22 10:10:00 |
Czytaj oryginał (ang.) |
| Bradesco Q2: Results Impressed The Market, But The Stock Is Only Fairly Valued |
Bradesco Q2: Results Impressed The Market, But The Stock Is Only Fairly Valued |
seekingalpha.com |
2024-08-05 21:35:39 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q2 2024 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q2 2024 Earnings Conference Call August 5, 2024 9:30 AM ET Company Participants Marcelo Noronha - CEO Andre Carvalho - IR Cassiano Scarpelli - Director Vice President Andre Rodrigues Cano - Executive Vice President Ivan Gontijo - CEO, Bradesco Seguros SA Conference Call Participants Renato Meloni - Autonomous Eduardo Rosman - BTG Thiago Batista - UBS Bernardo Guttmann - XP Investimentos Brian Flores - Citi Yuri Fernandes - JP Morgan Tito Labarta - Goldman Sachs Mario Pierry - Bank of America Pedro Leduc - Itau BBA Eduardo Nishio - Genial Investimentos Carlos Gomez-Lopez - HSBC Marcelo Noronha Good morning, ladies and gentlemen. |
seekingalpha.com |
2024-08-05 20:34:08 |
Czytaj oryginał (ang.) |
| Banco Bradesco: It Takes Time For A Giant To Turn Around |
Bradesco's financial indicators have been heavily impacted by banking digitization and increased competition. The bank's managers are introducing changes to the company's structure, processes, and culture in response to these challenges. However, despite the discounted valuation there is still no clear inflection point in the company's results, which raises skepticism. |
seekingalpha.com |
2024-05-23 22:32:58 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q1 2024 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q1 2024 Results Conference Call May 2, 2024 8:30 AM ET Company Participants Marcelo Noronha - CEO Andre Carvalho - IR Ivan Gontijo - Presidente do Grupo Bradesco Seguros Cassiano Scarpelli - Director Vice President Andre Rodrigues Cano - Executive Vice President at Banco Bradesco Conference Call Participants Renato Meloni - Autonomous Brian Flores - Citi Jorge Kuri - Morgan Stanley Mario Pierry - Bank of America Thiago Bovolenta Batista - UBS Tito Labarta - Goldman Sachs Eduardo Rosman - BTG Eduardo Nishio - Genial Investimentos Pedro Leduc - Itau BBA Paulo Gomes - HSBC Marcelo Noronha Hello. |
seekingalpha.com |
2024-05-03 22:52:08 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q4 2023 Earnings Call Transcript |
Banco Bradesco S.A. (BBD) Q4 2023 Earnings Call Transcript |
seekingalpha.com |
2024-02-07 22:57:06 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q3 2023 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q3 2023 Earnings Call Transcript November 10, 2023 8:30 AM ET Company Participants Carlos Firetti - Business Controller and Market Relations Director Octavio de Lazari - CEO Cassiano Scarpelli - EVP and CFO Conference Call Participants Renato Meloni - Autonomous Mario Pierry - Bank of America Tito Labarta - Goldman Sachs Rafael Frade - Citibank Daniel Vaz - Safra Thiago Batista - UBS Bernardo Guttmann - XP Eduardo Rosman - BTG Yuri Fernandes - JPMorgan Anahy Rios - Santander Pedro Leduc - Itau BBA Carlos Firetti Hello. |
seekingalpha.com |
2023-11-10 21:02:09 |
Czytaj oryginał (ang.) |
| Banco Bradesco: Macro Woes Leave Shares Undervalued |
Banco Bradesco is facing no shortage of headwinds right now, with pressure on net interest income, sluggish fee income growth and high provisioning expenses chief among them. Net interest income will get some support now that rates in Brazil are tentatively heading lower, and I'm hopeful that better-than-expected economic performance will help with credit quality. These shares look cheap relative to their recent historical marks, though a combination of macro, Bradesco-specific, and general emerging market risks are things to consider. |
seekingalpha.com |
2023-10-10 11:58:29 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q2 2023 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q2 2023 Earnings Conference Call August 4, 2023 9:30 AM ET Company Participants Carlos Firetti - Business Controller and Market Relations Director Cassiano Scarpelli - EVP and CFO Octavio de Lazari - CEO Ivan Gontijo - CEO, Insurance Group Conference Call Participants Yuri Fernandes - JPMorgan Bernardo Guttmann - XP Tito Labarta - Goldman Sachs Daniel Vaz - Credit Suisse Rafael Frade - Citi Group Mario Pierry - Bank of America Thiago Batista - UBS Juan Recalde - Scotiabank Eduardo Rosman - PTG Pedro Leduc - Itaú Renato Meloni - Autonomous Carlos Gomez - HSBC Nicolas Rivea - Bank of America Carlos Firetti Hello, good morning everyone. |
seekingalpha.com |
2023-08-04 23:57:06 |
Czytaj oryginał (ang.) |
| Amazon set to launch credit card in Brazil with Bradesco |
Amazon.com will launch a credit card offering in Brazil, in a partnership with Brazilian lender Banco Bradesco SA , the bank's chief executive said on Friday, as the ecommerce giant pushes to expand its fintech offering. |
reuters.com |
2023-08-04 19:59:54 |
Czytaj oryginał (ang.) |
| 5 Cheap Dividend Stocks to Buy Before They Bounce Back |
Looking for investment opportunities in dividend stocks? Look no further! |
investorplace.com |
2023-07-08 20:51:54 |
Czytaj oryginał (ang.) |
| Is Banco Bradesco (BBD) a Great Stock for Value Investors? |
Is Banco Bradesco (BBD) a great pick from the value investor's perspective right now? Read on to know more. |
zacks.com |
2023-06-16 14:50:43 |
Czytaj oryginał (ang.) |
| 5 Stocks With Recent Dividend Hike to Avert Rate Hike Fears |
Dividend-paying stocks should be in demand as investors try to safeguard their portfolios. Five such stocks are: CAT, BBD, ITUB, HST, and WRB. |
zacks.com |
2023-06-15 13:17:24 |
Czytaj oryginał (ang.) |
| Banco Bradesco S.A. (BBD) Q1 2023 Earnings Call Transcript |
Banco Bradesco S.A. (NYSE:BBD ) Q1 2023 Earnings Conference Call May 5, 2023 9:30 AM ET Company Participants Carlos Firetti - Business Controller & Market Relations Director Octavio de Lazari - CEO Ivan Gontijo - CEO, Insurance Group Conference Call Participants Eduardo Rosman - Banco BTG Pactual Thiago Batista - UBS Domingos Falavina - JPMorgan Tito Labarta - Goldman Sachs Rafael Frade - Citigroup Henrique Navarro - Santander Pedro Leduc - Itaú BBA Mario Pierry - Bank of America Daniel Vaz - Credit Suisse Renato Meloni - Autonomous Research Gilberto Garcia - Barclays Carlos Gomez - HSBC Eduardo Nishio - Brasil Plural Carlos Firetti Good morning, everyone, and welcome to the Conference Call to discuss our First Quarter 2023 Results. |
seekingalpha.com |
2023-05-06 14:33:04 |
Czytaj oryginał (ang.) |
| Banks Are On Sale But Risks Remain |
One month ago, Silicon Valley Bank failed, with a resulting decline across the diversified banking industry. Some investors may be tempted to buy the dip, while others are considering doubling down on losing positions. |
seekingalpha.com |
2023-04-11 11:55:08 |
Czytaj oryginał (ang.) |
| 7 Very Undervalued Penny Stocks to Buy in April 2023 |
Investors are attracted to penny stocks for their potential to provide exponential gains. It is very common to find such companies trading for fractions of their target price. |
investorplace.com |
2023-04-06 21:39:54 |
Czytaj oryginał (ang.) |
| Bombardier: All Eyes On FY25 Now |
Bombardier has raised its 2025 targets, which call for at least $9 billion in revenue, an EBITDA margin of 18%, and free cash flow of at least $900 million. The high backlog and book to bill ratio should have no issues translating into deliveries, and hence revenue growth. |
seekingalpha.com |
2023-03-28 05:51:27 |
Czytaj oryginał (ang.) |