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
Yeahka IPO Initiation: Cashing In
Yeahka Limited (YEAHKA HK) is a leading payment-based technology platform in China. Yeahka is backed by investors such as Recruit Holdings (6098...
692 Views
Tyro Payments IPO: Fair Value
Tyro Payments (TYRO AU) is a provider of payment infrastructure and services to Australian SMEs. Tyro has launched its IPO with an indicative price...
579 Views
Tyro Payments IPO Initiation: The Penny Drops
Tyro Payments (TYRO AU) is a provider of payment infrastructure and services to Australian SMEs. Tyro is seeking an A$250 million IPO with most of...
644 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