BBDO News and Press, Banco Bradesco Sa American Depositary Shares

2026-02-11 13:00:57 ET Investment Thesis In my view, what’s happening in Brazil right now is not just another short-lived rally following a weak period. It looks much more like the rare alignment of three macroeconomic forces that don’t usually move in sync, and when t...

2026-02-10 04:58:32 ET Osasco, Brazil-based Banco Bradesco ( BBD ) has attracted attention not only because of its strong share price performance-almost 80% gains in the last twelve months-but because the latest operating data suggests that the bank is actually transitioning very we...

2026-02-06 19:14:19 ET Banco Bradesco S.A. (BBD) Q4 2025 Earnings Call February 6, 2026 8:30 AM EST Company Participants Marcelo de Noronha - CEO & Member of Executive Board Andre Carvalho - Investor Relations Director Cassiano Scarpelli - CFO, Executive VP of ...

2026-02-04 18:24:02 ET As I've covered in the past, a large part of my structurally bullish thesis for Nu Holdings ( NU ) is based on a few well-established pillars: its unmatched scale and engagement, being the largest digital bank in Latin America with an active and moneti...

2026-01-29 17:37:30 ET I still expect Itaú ( ITUB ) to perform well in the coming years, and indeed in the coming decades, expanding modestly and maintaining a high ROE. But I'm no longer optimistic about the stock, mainly because of its valuation. ... Read the full article o...

2026-01-29 02:11:20 ET Investment Thesis As usual, I like to be very clear about my stance right from the start, and I’m currently at HOLD on Banco Bradesco ( BBD ). The bank is clearly moving in the right direction, but I still think it’s too early to get aggr...

2026-01-21 22:16:36 ET After a strong, flow-driven rally in 2025, Brazilian equities enter 2026 at a more nuanced—but still constructive—juncture. While the iShares MSCI Brazil ETF ( EWZ ) thesis is no longer about distressed valuation or a straightforward re-rating, I...

2025-11-07 10:36:44 ET More on Banco Bradesco Bradesco Q3 Earnings Preview: Expectation Of Further Improvements Banco Bradesco Is Growing In Rural And SME Into A Credit Tightening Cycle Banco Bradesco reports Q3 results Seeking Alpha’s Quant Rating on ...

2025-11-05 04:17:50 ET Investment Thesis Brazilian bank Nu Holdings ( NU ) is embarking on a mature phase of its model, with growth still accelerating but now accompanied by recovering margins, record efficiency, and better-controlled credit risk, as shown in its 2Q25 results......

2025-08-11 21:16:36 ET Banco Bradesco ( BBD ) ( BBDO ) reported 2Q25 results last week. On the surface, these results look good, and the bank trades at what seems like a very attractive multiple of earnings (less than 7x). However, underlying this, the bank is accumulati...