Global MSCI Indexes at Multi-Year Highs; Global Energy Sector Deteriorating, Is Materials Next?
There are few things more bullish than Global MSCI Indexes at Multi-Year Highs $ACWI $ACWX $EFA $EEM; Buys in Tech $TSM; Global Energy Sector...
152 Views
El Puerto De Liverpool: Mexican Retailer in the Value Spotlight
We revisit El Puerto de Liverpool SAB de (LIVEPOLC MM) which we highlighted in our thematic research piece Banking on Retail: A Primer on The...
380 Views
Chile in the Spotlight - Banking on an Inflation Boost
Political unrest has led to a Chilean market correction; yet the announcement of a referendum on constitutional change is a catalyst for a...
385 Views
Boost Research
Itaú Corpbanca - Stuck in the Middle
Itau CorpBanca (ITAUCORP CI) is starting to deliver on its turnaround The challenge, in both Chile and Colombia, is that Itaú Corpbanca is in the...
507 Views
Boost Research
Cencosud: The Priority Is Debt De-Leveraging Through Asset Disposals and Stake Sales
Cencosud is a multi-format retailer operating in Chile, Peru, Colombia, Brazil and Argentina. Its main focus is in supermarket retail, where it is...
500 Views