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Industry/Sector Analysis / Equity
- Itaú BBA on Drugstores: Expect Short-Term Tailwinds; PGMN3 Is Our Top Pick by Itau
- Itaú BBA on Itaú ao Cubo: Retail – Highlights From Meeting With Startups by Itau
- Itaú BBA on Brazil Steel: Strong Short-Term Outlook, but Pricing Momentum Cooling Off by Itau
- Itaú BBA on Brazil Banking: 2Q21 Preferences – Ongoing Recovery for Large Banks, Stick With Self-Driven Growth Stories by Itau
- Itaú BBA Tech Insights: Tech Friday #37 – Catarina Capital – Investing in Innovative Businesses by Itau
- Zeus Capital: Technology Quarterly review - July 2021 by Zeus Capital
- Itaú BBA on Brazil Utilities: Pair-Trade Suggestions #19 by Itau
- Itaú BBA on Chile Banking: Chilean Banks’ Monthly Data – Lower Provisions Boost Results by Itau
- Building solutions: SPIE as Top Picks for Q3, as the European recovery plan is gathering pace by Bryan Garnier
- Q3 Top Picks: AZ stays in, UCB, DBV and Valneva new additions by Bryan Garnier
- Itaú BBA on Healthcare: Vital Signs – A Sequential Improvement, Except for Hapvida and OdontoPrev by Itau
- FIG Fortnightly: Stamp Duty (SDLT) holidays end by Zeus Capital
- Itaú BBA on LatAm Pulp & Paper: Expected Decline in Pulp Prices to be Gradual, Not Steep by Itau
- Itaú BBA on LatAm Cement Monthly: Cementing the Recovery – Brazil Maintains Uptrend by Itau
- Itaú BBA on FGTS Monthly: Steady Volumes, but Still Short of 2020 Figures by Itau
- IT & High Tech services: Q3 2021 Top Picks: Capgemini and Sopra Steria by Bryan Garnier
- Cleantech & Energy transition: Top Picks Q3 2021 : Ceres Power by Bryan Garnier
- Cleantech & Energy transition: Bloom Energy unveils its solid oxide electrolyser. Ceres Power still our favourite by Bryan Garnier
- Itaú BBA on LatAm Pulp Tracker: Lower Prices in China, but Fundamentals Remain in Place by Itau
- Telecom: Top pick Q3: Telecom provider Ekinops in the spotlight by Bryan Garnier
- Technology: McPhy could exit the SBF 120 index and be replaced by Technicolor. Eurofins and Edenred to replace Atos in the CAC 40 ? by Bryan Garnier
- FIG Fortnightly: Vaccine freedom by Zeus Capital
- Itaú BBA on Chile Pulp & Paper: Inexpensive Valuations, We Prefer Cash by Itau
- Itaú BBA on Agribusiness: Rumo & Hidrovias – Don’t Get Distracted, They Are Cheap! by Itau
- Itaú BBA on Brazil Tech: 2Q21 Earnings Preview by Itau