Boost Research
Banking on Retail: A Primer on The Credit Operations of Leading LatAm Retailers
We lift the lid on the consumer finance arms of ten leading LatAm retailers, providing corporate summaries in this primer on those entities with...
730 Views
Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
851 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...
568 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...
723 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...
681 Views