BBD or HDB: Which Is the Better Value Stock Right Now?
Investors interested in Banks - Foreign stocks are likely familiar with Banco Bradesco (BBD) and HDFC Bank (HDB). But which of these two stocks offers value investors a better bang for their buck right now?
What Makes Banco Bradesco (BBD) a Strong Momentum Stock: Buy Now?
Does Banco Bradesco (BBD) have what it takes to be a top stock pick for momentum investors? Let's find out.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
