Payments Companies – Our Core Picks
From our review of ten payments companies, we pick PagSeguro and Cielo as buys; we would take profits on recently listed DLocal and Square; other...
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Boost Research
Primer on Brazilian Digital Banking – Disrupters & Adapters
Brazil is progressing on its digital banking journey; it is ahead of most LatAm countries, bar Chile, but it lags other emerging markets like...
788 Views
Payment Companies – Updated Sector Overview and Potential IPOs
Mixed 2Q24 shares performance, challenging for long investors in payment companies. Visa retained as core holding, with buys PagSeguro and Shift4;...
758 Views
Payment Companies – Potential IPOs, Select Companies Being Taken Private and Sector Overview
In payments, PagSeguro, Visa, PayPal and Shift4 are buys while Affirm remains a sell. Klarna and Stripe prep for their IPOs, Nuvei and Cielo are...
602 Views
Payment Companies – Our High Conviction Calls for 1H 2024
In payments, we stick with Visa, PayPal and PagSeguro, adding Cielo to the buy list; we remain negative on DLocal and Affirm, removing Kakao Pay...
716 Views