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...
644 Views
Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
511 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...
425 Views
Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019. Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
461 Views
Boost Research
B2W - Leading Player in Brazilian E-Commerce, with Small but Fast Growing Finance Arm
B2W offers a broad range of categories of products and services through internet, telesales, catalogues, TV, and kiosk channels; its websites...
453 Views