BCDRF News and Press, Banco Santander SA From 04/25/23

2023-04-25 17:55:10 ET Banco Santander, S.A. (SAN) Q1 2023 Earnings Conference Call April 25, 2023, 04:00 AM ET Company Participants Begona Morenes - IR Hector Grisi - CEO Jose Garcia-Cantera - CFO Conference Call Participants Ignacio Ulargui - BNP Pa...

Summary Despegar, one of our portfolio companies, has fallen by more than eighty percent since its IPO in 2017. Share of packages as a percentage of gross bookings has more than doubled at Despegar since 2017, and margins on package sales have increased significantly. Despegar recen...

Banco Santander SA (SAN) Q4 2022 Earnings Conference Call February 02, 2023, 04:00 ET Company Participants Begona Morenes - IR Ana Botin - Group Executive Chairwoman Hector Grisi - Group CEO & Group Director Jose Garcia-Cantera - Senior EVP & Group CFO ...

Summary NatWest is a British Bank, which at one point was the largest in the world by assets. Since then, the business was bailed out and spent a decade restructuring itself. We believe macro conditions will continue to weaken, but believe NatWest is positioned well due to a quality loa...

Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...

Banco Santander S.A. (SAN) Q3 2022 Earnings Conference Call October 26, 2022 04:00 ET Company Participants Begona Morenes - Investor Relations Jose Antonio Alvarez - Chief Executive Officer Jose Garcia Cantera - Chief Financial Officer Conference Call Parti...

Summary Investment-grade EM borrowers continue to achieve positive demand. Both the Kingdom of Saudi Arabia and Emirates NBD enjoyed healthy demand, further confirming the strong investor sentiment towards stronger GCC credits. Nigeria's debt stress should not currently requir...

Summary The passing of the Queen has swiftly circled the globe. Now, King Charles holds the torch and has significant power over economies, especially if more hands on than his mother. Interestingly, an initiative already lays out some of the King's favorite holdings and offer...

Summary Tadej Pogacar attempted a hat trick this year: a third Tour de France win. However, competitor Jonas Vingegaard and his team broke records and showed impressive form. The popularity of some stages this year may indicate a high viewership count, leading to favorable pub...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...