Banco Inter (BIDI11 BZ): Exploring Base and Bad Case Scenarios
We explore two core scenarios for Banco Inter SA (BIDI11 BZ), the Brazilian digital bank we cover, to see potential outcomes for returns going...
336 Views
Banco Inter (BIDI11 BZ): On the Right Track - Growth Story Intact
Banco Inter SA (BIDI11 BZ) 4Q19 results came in ahead of consensus Fintech metrics are also largely positive, despite the intense competition in...
353 Views
Brazil Digital Banking – A Highly Competitive Market, but One with Opportunities
We believe Banco Inter’s recent share price correction reflects the increasing competition in Brazil digital banking The big major challenger is...
385 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...
656 Views
XP Inc (XP US): This Brazil Fintech's Growth Potential Warrants the Premium IPO Valuation
XP Inc (XP US) management has announced its IPO on Nasdaq which is set to price this week, making it the largest Brazilian corporate IPO in 2019...
521 Views