Mercado Libre (MELI US): Share Momentum Driven by Fundamentals, but Exposed to Stretched Valuations
Mercado Libre is a beneficiary of the pandemic-driven shift to e-commerce and e-payments, but its valuation is stretched, EPS revisions are fading...
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Ant Group IPO First Look: Swarming to Market
Ant Financial (1051260D CH)/Ant Group is a technology company that provides digital payment services and digital financial services to consumers...
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Cielo (CIEL3 BZ) & Facebook (FB US), Did They Jump the Gun?: WhatsApp Payments Suspended in Brazil
A week after the announcement that Facebook Inc A (FB US) owned WhatsApp launched its payments app in Brazil, the Brazil Central Bank (BCB) has...
477 Views
Yeahka IPO: Trading Debut
Yeahka Limited (9923 HK) is a leading payment-based technology platform in China. Yeahka will commence trading on Monday, 1 June. Yeahka priced its...
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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...
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