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...
643 Views
El Puerto De Liverpool: Mexican Retailer in the Value Spotlight
We revisit El Puerto de Liverpool SAB de (LIVEPOLC MM) which we highlighted in our thematic research piece Banking on Retail: A Primer on The...
382 Views
Boost Research
Magazine Luiza (Magalu); Another Contender in Brazilian E-Commerce, Sound JV in Consumer Finance
Magazine Luiza SA (MGLU3 BZ) is a general consumer goods retailer through physical and virtual stores, as well as e-commerce. It also grants...
507 Views
Boost Research
Lojas Renner: Fair Value for Its High Grade Retail and Consumer Finance Arm
Lojas Renner SA (LREN3 BZ) is the leading apparel retailer in Brazil. We believe that Lojas Renner is one of the largest non-bank issuer of...
469 Views
Boost Research
Guararapes: Good Value in Brazil Retailing, Sound Presence in Consumer Finance
Guararapes Confeccoes SA (GUAR3 BZ), is a top three competitor to Brazilian market leader Lojas Renner SA (LREN3 BZ) in apparel retail Its...
480 Views