Nubank (NU US); Strong Execution to Drive Premium ROE into 2023 and Beyond
Nubank presented solid 4Q22 results, with high activity rates, growing revenue per customer, controlled costs per customer whilst keeping a sound...
865 Views
EM and DM Neobanks in 2023; Selective Opportunity Driven by Bottom-Up Execution
Neobank shareholder success stories are rare, but Nubank combines high customer activation and revenue conversion, with low cost to acquire; we...
846 Views
Banco Inter (BIDI4 BZ): Positive Direction of Travel, Despite Underwhelming 2Q20
2Q20 results for Banco Inter SA (BIDI11 BZ) were underwhelming, coming in below consensus earnings estimates Nonetheless, beyond the revenue and...
455 Views
Banco Inter (BIDI11 BZ): Exploring Base and Bad Case Scenarios
We explore two core scenarios for Banco Inter SA (BIDI11 BZ), the Brazilian digital bank we cover, to see potential outcomes for returns going...
449 Views
Banco Inter (BIDI11 BZ): On the Right Track - Growth Story Intact
Banco Inter SA (BIDI11 BZ) 4Q19 results came in ahead of consensus Fintech metrics are also largely positive, despite the intense competition in...
497 Views