Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
691 Views
MercadoLibre (MELI) - FinTech Operations Opex Pressures to Weigh on Consensus Estimates
We see further scope for consensus earnings and EBITDA disappointment at MercadoLibre Inc (MELI US) In the FinTech operations, where MELI is...
564 Views
Boost Research
B2W - Leading Player in Brazilian E-Commerce, with Small but Fast Growing Finance Arm
B2W offers a broad range of categories of products and services through internet, telesales, catalogues, TV, and kiosk channels; its websites...
579 Views
Boost Research
MercadoLibre: Competitive Headwinds in Brazil Payments, Macro and Political Concerns in Argentina
MercadoLibre Inc (MELI US) is the leading e-commerce platform in Latin America, present in 18 countries in the region, with Gross Merchandise...
758 Views