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$SAN

Banco Santander
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Santander is a global banking institution offering a range of financial services including retail and commercial banking.

sentiment mix
bull 50%bear 0%neu 50%

signal summary

latest high-conviction thesis
Santander Chair Botin outlines DVD-to-Netflix digital transformation driving profitable LatAm growth▾

Santander is successfully transforming from traditional to digital banking with corporate payments and auto finance leading the shift, leveraging global scale to reinvent retail/commercial banking, while Latin America (Brazil, Mexico) delivers 40M new customers in 8 years with profitable growth and financial inclusion.

ana botinT3In Good Company with Nicolai Tangen2023-09-27
confidence 66 / 100impact High
key themes
  • Securitization Innovation25%
  • Autonomous Vehicles25%
  • Housing25%
  • Fintech25%
  • Data Center Infrastructure25%

bull thesis · 2

87 / 100
  • •Santander Chair Botin outlines DVD-to-Netflix digital transformation driving profitable LatAm growth
  • •Santander leads first-ever purchase-order securitization vehicle validating Twinco's asset class

bear thesis · 0

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  • — none —

mentions · 4

itnigHan financiado 1.000M$ sin una sola pérdida | Twinco Capital1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0025:0050:001:15:001:40:00
Invest Like The BestUber CEO on AI, Autonomous Vehicles, and the Future of Transportation1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:008:0017:0026:0035:00
SeedRocket TVThe solution to Spain's housing problem? | Oriol Valls (Uri Vyce) habitacion.com1 mentions · 0▲ 0▼ 1○ · last year
0:007:0015:0022:0030:00
In Good Company with Nicolai TangenAna Botin - Executive Chair of Santander | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 3 years ago
0:003:007:0011:0015:00