Banco do Brasil accused allies of former President Jair Bolsonaro of trying to destabilize the state-owned company by publishing false claims about its finances and urging customers to withdraw their money https://t.co/pvaKycSSLo ...

Equity Research Analyst at DM Martins Research.The best opportunities often don’t scream for attention. I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but I also occasionally write about global large caps. My work can also be found on TipRanks, where I contribute regularly, and on TheStreet, where I was a frequent contributor in the past.- Disclaimer: All views expressed here are my own and do not necessarily reflect the views or official positions of DM Martins ...

Group 1 - Avnet, Inc. (AVT) has been added to the Zacks Rank 5 (Strong Sell) List due to a 7.5% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - Banco do Brasil S.A. (BDORY) is also on the Zacks Rank 5 (Strong Sell) List, with a 16.9% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - Dine Brands Global, Inc. (DIN) has seen a 5.3% downward revision in the consensus estimate for its current year earnings over the last 60 days, leading to its inclusion in the Zacks Rank 5 List [2]

Core Insights - The Brazilian banking and credit card industry experienced a record 1.871 million fraud attempts in Q1 2025, marking a 21.5% increase from the previous year, according to Serasa Experian [1] - If all fraud attempts were successful, the potential economic loss to the Brazilian financial system would exceed 15.7 billion reais (approximately 20.4 billion yuan) [1] - The banking and credit card sectors account for 54% of all fraud attempts in Brazil, indicating they remain the epicenter of digital fraud in the country [1] Industry Overview - Other high-risk sectors include services (31.9%), financial institutions (6.7%), telecommunications (5.7%), and retail (1.7%), reflecting widespread fraud risks across Brazil's financial and related service industries [2] - Serasa Experian, established in 1968 and acquired by Experian Group in 2007, is the largest credit and data analysis company in Brazil, focusing on identifying risks and opportunities in consumer, credit, and payment processes [2]

More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat ...

Core Viewpoint - Banco Do Brasil SA (BDORY) is currently viewed as a better value opportunity compared to Sumitomo Mitsui (SMFG) based on various financial metrics and rankings [1][3]. Group 1: Zacks Rank and Earnings Outlook - Banco Do Brasil SA has a Zacks Rank of 1 (Strong Buy), indicating a stronger improvement in its earnings outlook compared to Sumitomo Mitsui, which has a Zacks Rank of 3 (Hold) [3]. - The Zacks Rank is based on strong earnings estimate revision trends, which favor stocks with positive outlooks [2]. Group 2: Valuation Metrics - BDORY has a forward P/E ratio of 4.24, significantly lower than SMFG's forward P/E of 33.38, suggesting that BDORY is undervalued relative to SMFG [5]. - The PEG ratio for BDORY is 1.51, while SMFG's PEG ratio is 1.96, indicating that BDORY has a more favorable earnings growth outlook relative to its valuation [5]. - BDORY's P/B ratio is 0.81, compared to SMFG's P/B of 0.97, further supporting the argument that BDORY is a more attractive value option [6]. Group 3: Overall Value Grades - Based on the analysis of various valuation metrics, BDORY holds a Value grade of B, while SMFG has a Value grade of C, reinforcing the conclusion that BDORY is the superior value option at this time [6].

Core Insights - The article compares Banco Do Brasil SA (BDORY) and Sumitomo Mitsui (SMFG) to determine which stock offers better value for investors [1] Valuation Metrics - BDORY has a forward P/E ratio of 4.14, significantly lower than SMFG's forward P/E of 41.13 [5] - BDORY's PEG ratio is 1.47, while SMFG's PEG ratio is 2.42, indicating that BDORY may offer better value relative to its expected earnings growth [5] - BDORY's P/B ratio is 0.80, compared to SMFG's P/B of 1.04, suggesting that BDORY is undervalued in terms of market value versus book value [6] Zacks Rank and Value Grades - BDORY has a Zacks Rank of 1 (Strong Buy), while SMFG has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook for BDORY [3] - Based on various valuation metrics, BDORY holds a Value grade of B, whereas SMFG has a Value grade of D, further supporting the conclusion that BDORY is the more attractive option for value investors [6]

Investors looking for stocks in the Banks - Foreign sector might want to consider either Banco Do Brasil SA (BDORY) or United Overseas Bank Ltd. (UOVEY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy ...

Banco do Brasil ( OTCPK:BDORY ) is Brazil's main state-owned bank on the commercial and investment side, where its bullish thesis is based on dividends and a discount on its valuation versus private peers precisely because ofI am a researcher and operations manager at DM Martins Research. Previously, I contributed to TheStreet and currently write for platforms such as TipRanks and GuruFocus. Here at Seeking Alpha, my goal is to provide insightful analysis primarily on foreign equities, with a focus on emerg ...

Banco do Brasil S.A. ( OTCPK:BDORY ) reported Q4 2024 results, showing another quarter of very good earnings and a strong 21% ROE. The bank continues to look interesting at less than 1x book value, compared with 20%+ ROELong-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 companies, the competiti ...