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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Chile in the Spotlight - Banking on an Inflation Boost
Political unrest has led to a Chilean market correction; yet the announcement of a referendum on constitutional change is a catalyst for a...
399 Views
Boost Research
Itaú Corpbanca - Stuck in the Middle
Itau CorpBanca (ITAUCORP CI) is starting to deliver on its turnaround The challenge, in both Chile and Colombia, is that Itaú Corpbanca is in the...
524 Views
Boost Research
Cencosud: The Priority Is Debt De-Leveraging Through Asset Disposals and Stake Sales
Cencosud is a multi-format retailer operating in Chile, Peru, Colombia, Brazil and Argentina. Its main focus is in supermarket retail, where it is...
523 Views
Boost Research
Falabella - Quality Retailer, with Leading Consumer Finance Operations in Its Core Countries
SACI Falabella (FALAB CI) is the leading multi-format retailer in Chile, with department stores, home improvement stores, supermarkets and...
473 Views