Seeking Alpha
01 Jul 2026, 21:54 UTC · 1h ago
Bradesco: The ROAE Spread Is Turning Positive Again
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
01 Jul 2026, 21:54 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Banco Bradesco's Return on Average Equity (ROAE) has risen above the Selic hurdle rate. — Positive profitability spreads relative to the risk-free rate are a primary driver for bank valuation re-ratings.
+0.60The bank is seeing positive Net Interest Income (NII) momentum and an improved secured-credit mix. — Higher quality credit mixes reduce risk of loan losses and stabilize earnings growth.
+0.40The recent stock price pullback has created a valuation gap relative to the bank's operating recovery. — A disconnect between fundamentals and price often attracts value investors, providing a floor for the stock.
+0.20Which stocks this story touches
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The analysis highlights a positive operating recovery, improving ROAE, and quality growth in NII and credit mix.
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