Banco Bradesco (NYSE: BBD ) reported 3Q24 results with very little to like: the bank is losing share, expensive funding is growing, margins are decreasing, costs are going up despite loan book shrinking, and the company's insurance operation isLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of ...

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 - Geni ...

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 - ...

P bradesco earnings release | --- | --- | --- | --- | |--------------------------------------------------------------------------------------|---------------------|------------------------------------|-------| | | | | | | operational | | | | | performance | | | | | R$4.7 bi 2Q24 recurring net income 2Q24 vs. 1Q24 (q/q) 12.0 % 4.4 % ROAE 11.4% | 2Q24 vs. 2Q23 (y/y) | R$8.9 bi 1H24 1H24 vs. 1H23 1.5 % | | | | | | | Solid and safe profitability growth Evolution of the net NII, driven by client NII and reductio ...

Alfribeiro Investment Thesis I recommend holding Banco Bradesco S.A. (NYSE:BBD) shares. The process of banking digitization and increased competition has hit the bank's results hard, which presents the most depreciated financial indicators in the sector. However, the bank's managers seem to have seen this, even if belatedly, and are making a series of changes to the company's corporate structure, processes, and culture. Despite being cheap, to make an analogy, the bank is a transatlantic ship turning around ...

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 Eduar ...

Name of each exchange on which registered American Depositary Shares, or ADSs (evidenced by American Depositary Receipts, or ADRs), each representing 1 preferred share BBD New York Stock Exchange Preferred Shares New York Stock Exchange* American Depositary Shares, or ADSs (evidenced by American Depositary Receipts, or ADRs), each representing 1 common share BBDO New York Stock Exchange Common Shares New York Stock Exchange* *Not for trading, but only in connection with the registration of ADSs pursuant to ...

Banco Bradesco S.A. (NYSE:BBD) Q4 2023 Results Conference Call February 7, 2024 8:30 AM ET Company Participants Marcelo Noronha - CEO Andre Rodrigues Cano - Executive Vice President at Banco Bradesco Cassiano Scarpelli - Director Vice President Carlos Firetti - IRO Conference Call Participants Thiago Bovolenta Batista - UBS Daniel Vaz - Santander Bernardo Guttmann - XP Mario Pierry - Bank of America Tito Labarta - Goldman Sachs Jorge Kuri - Morgan Stanley Eduardo Nishio - Genial Investimentos Rafael Frade ...

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 P ...

highlights Net Income 4.6 Improvement of the delinquency ratio R$ bn (11.3% ROE) Operating Income | +5.0% q/q +55 bps in Basel Tier I Loan Portfolio Recovery of market net interest income 877.5 R$ bn Decrease in the expanded ALL Delinquency Ratio 90+ -0.1 p.p. Positive performance in fees and commission income Basel Tier I ...