Stockchase Opinions

Darren Sissons Banco Santander Brasil SA BSBR-N SELL Jan 16, 2023

Brazilian politics now European banks are moving higher and better to buy than this. Doesn't want Latin American exposure now given the politics in Brazil. In fact, sell and get out of Brazil.
$5.860

Stock price when the opinion was issued

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COMMENT
Likes having exposure to Latin and middle America. This one is a good play, but not sure what their exposure is to Greece, Portugal or Ireland in terms of bond holdings.
PARTIAL BUY

The operating environment in Spain is supportive. A well-run, growth bank. Interest rates have bottomed and are moving up. Not banging the table on this, but he likes it long term.