Banco do Brasil's Q4: Decent Results, Soft Guidance, I Remain Cautious
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Banco do Brasil's Q4 results exceeded expectations with growth in loans and strong treasury performance. Despite a 30% rally in 2025, concerns over credit quality, especially in agriculture, persist. The ADR remains down 13% over the past year.
February 22, 2025 | 10:00 am
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Banco do Brasil's Q4 results exceeded expectations, with strong loan growth and treasury performance. However, credit quality concerns, particularly in agriculture, remain a challenge.
The Q4 results were positive, with growth in loans and treasury performance, which is favorable for BDORY. However, ongoing credit quality concerns, especially in agriculture, could offset these gains, leading to a neutral short-term impact.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100