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Industry/Sector Analysis / Equity
- Itaú BBA on Brazil Food & Beverage: Cross-Reading Tyson’s Results for JBS and Marfrig by Itau
- Itaú BBA on LatAm Cement Monthly: Volumes Continue to Trend Downward in Brazil by Itau
- Itaú BBA on Natural Resources: Commodities Monitor – August 8, 2022 by Itau
- Itaú BBA on Mexican Food Retailers: Market Share Analysis; Chedraui Remains Top Pick by Itau
- Itaú BBA on U.S. Tech: CPI Below Consensus; Unprofitable/High-Growth Stocks Are the Largest “Beneficiaries” by Itau
- Itaú BBA on Brazil Healthcare: Healthy Ticket Dynamics; Recent Acquisitions Affect Occupancy Rates by Itau
- Itaú BBA on Brazil Healthcare and Education: 2Q22 Earnings: COGN, VSTA, DASA, PARD and QUAL by Itau
- Itaú BBA on Brazil Natural Resources: Monthly Buyback Tracker – July 2022 by Itau
- Itaú BBA on Brazil Oil & Gas: Weekly Catch-Up – Fuel Prices, Aug 8-12, 2022 by Itau
- PSA Autos: US EV Tax Bill Unnerves Automakers by Pelham Smithers Associates Ltd
- Itaú BBA on Brazil Capital Goods & Transportation: CEO Sentiment Tracker – 2Q22 Edition by Itau
- PSA Technology: Semiconductors – Where in the cycle are we? Well, it’s complicated… by Pelham Smithers Associates Ltd
- Itaú BBA on Brazil Steel: IABr – Further Domestic Demand Deceleration in July by Itau
- Itaú BBA on Brazil Capital Goods: July’s Top Line Suggests Upside for Randon, but Short-Term Margins Are Still Pinched by Itau
- Itaú BBA on Brazil Food & Beverage: Weekly Protein Intake – Brazilian Export Data, Spreads & A Bit More by Itau
- Itaú BBA on Brazil Healthcare: ANS Operational Data – Better MLR Trends in July by Itau
- Itaú BBA on Brazil Capital Goods: Reinstating Coverage; Attractive Asymmetry in Place by Itau
- Itaú BBA on Brazil Natural Resources: This Is What Locals Think. Do You Agree? by Itau
- Itaú BBA on Brazil Education: Weaker Macro Preventing Stronger Rebound; Updating Estimates by Itau
- Itaú BBA on Chile Banking: Monthly Banking Data – July 2022 by Itau
- Itaú BBA on Brazil Oil & Gas: Weekly Catch-Up on Fuel Prices – Still Volatile Scenario by Itau
- Itaú BBA on Chile Banking: Still Under Discussion but Potential Structural Increase in CoR by Itau
- Itaú BBA on Brazil Tech: Totvs – A Small but Positive Acquisition in Next-Gen HCM by Itau
- Itaú BBA on Andean Food Retailers: Cencosud as Top Pick, Downgrading InRetail, Upgrading Éxito by Itau
- Itaú BBA on Brazil Transportation: Meeting With Mills to Discuss Its Entry Into Yellow Line by Itau