Darren Sissons Banco Santander Brasil SA BSBR-N PARTIAL BUY Mar 04, 2025

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.

Darren Sissons

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$4.380

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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.

SELL

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.

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Darren Sissons Banco Santander Brasil SA BSBR-N PARTIAL BUY Mar 04, 2025

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Banco Santander Brasil SA(BSBR-N)

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