Source Post

FICOU TUDO CARO? BBAS3 a R$24 NÃO VALE A PENA? 8 BANCOS BARATOS PAGANDO ATÉ 11% DE DIVIDEND YIELD

The creator analyzes the Brazilian banking sector, noting that despite a recent rally, the sector's P/E ratio is still below its two-decade average, suggesting opportunities may still exist. However, individual bank valuations vary, with Itaú appearing relatively high and Bradesco being the cheapest among the major banks. Banco do Brasil is discussed as having become expensive after a significant price increase, and the creator expresses caution at current levels.

Linked Mentions

Tickers discussed in this post

INTRNeutralLow ConvictionSignal-backedPrimary

Banco Inter, a growth stock, appears discounted with a projected P/E of 6.3, but faces concerns over rising default rates and credit quality, and does not pay dividends.

BBDNeutralMedium ConvictionSignal-backedPrimary

Bradesco, with a projected P/E of 7.34 times earnings, is still considered the cheapest among the main banks, even after an 8% share price jump last week.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.