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Industry/Sector Analysis / Equity
- Itaú BBA on Brazil Utilities: Weekly Monitor - SIN Reservoir Levels Ended 2024 at 50% of Total Capacity and are Expected to Reach Around 90% by the End of the Rainy Season by Itau
- INFORME SECTORIAL BANCOS EUROPA: POCO MOMENTUM SECTORIAL HASTA RDOS. 4T’24 (ANÁLISIS BANCO SABADELL) by Sabadell
- Itaú BBA on Malls: The Shop Window. Malls Sales are Flat in December, According to IDAT. by Itau
- Itaú BBA on Brazil Consumer: IDAT: Dec/24 - Broad Deceleration, Blip or Trend? by Itau
- Itaú BBA on Banking & Financial Services: Monthly Data Deck – December 2024 by Itau
- FIG Fortnightly - Trump term II by Zeus Capital
- Itaú BBA on Real Estate: The Secret Sauce – Deep Dives Into Superior Returns – 2nd Edition: Cyrela by Itau
- Itaú BBA on Global Tech: New GPU Regulation Puts Over 30% of NVDA’s Revenues Under Risk; Can Cloud Players Benefit? by Itau
- Itaú BBA on Brazil Natural Resources: Buyback Tracker – Gerdau, The Highlight of December by Itau
- Itaú BBA on Brazil Utilities: Weekly Monitor - Dcide Prices for 2025 Reached BRL 166/MWh, Showing a Weekly Improvement of 13% by Itau
- Itaú BBA on Oil & Gas: Fuel Distribution Monitor – January 2025 by Itau
- Itaú BBA on Brazil Oil & Gas: Weekly Catch-Up on Fuel Prices – Gasoline and Diesel Prices Below the Bands by Itau
- Itaú BBA on Healthcare: IBBA Healthcare Survey: 4Q24 Results and Current Positioning by Itau
- Itaú BBA on Capital Goods: Engine Check for 2025; Upgrading MYPK and Downgrading RAPT; POMO Remains Our Preference by Itau
- PSA Healthcare Facilities: Update on Hospice Facility Providers – Sunwels (9229 JT), Amvis (7071 JT), CUC (9158 JT) by Pelham Smithers Associates Ltd
- Itaú BBA on LatAm Cement Monitor: Brazil – Strong Volumes in December, Again by Itau
- GREEK ENERGY | Greek Power Play Handbook: 2025 Edition by Eurobank Equities
- Itaú BBA on Banking Brazil: INSS Payment Service Auction Results by Itau
- Itaú BBA on Transportation and Capital Goods: Chart Attack #3 – Who’s Buying Back? A Look at Market Trends by Itau
- Itaú BBA on Brazil Utilities: NDR Rio - Notes from the Road by Itau
- Itaú BBA on Chile Real Estate: Resuming Coverage of Chilean Mall Operators by Itau
- Itaú BBA on Homebuilders: 4Q24 Operating Figures – LAVV, TRIS, HBOR by Itau
- Itaú BBA on Tech: The Big (Tech) Picture: AI Regulation; TSMC Earnings; Blackwell Delay; iPhone Shipments; TikTok Ban or Not? by Itau
- Itaú BBA on Cyrela: The Secret Sauce Series – Insights From Our Meeting With Top Management by Itau
- Itaú BBA on Agribusiness, F&B: Our Thoughts on Chinese Suspension on Brazilian Soybean Shipments by Itau
- Itaú BBA on Natural Resources: Commodities Monitor – January 7, 2025 by Itau
- Finding the Next Takeout in Canadian Small-Caps - Part Four by Atrium Research Corporation
- Zeus Mining Sector Update - 9 January 2025 by Zeus Capital
- Itaú BBA on Brazil Oil & Gas: Weekly Catch-Up on Fuel Prices – Prices Near the Lower End of the Bands by Itau
- Itaú BBA on Healthcare: ANS Complaint Tracker #4 by Itau
- Itaú BBA on The Big (Tech) Picture: AI a Capital Intensive Industry But Value Added Is Gigantic; NVDA Great Announcements; TSM Next Week; AAPL Losing China Battle And More by Itau
- Itaú BBA on Oil, Gas & Petrochemicals: What to Expect for 2025? Updating Estimates and Establishing Preferences by Itau
- Itaú BBA on Brazil Natural Resources: 4Q24 Preview – A Resilient Set of Results by Itau
- Itaú BBA on Brazil Food & Beverage: Weekly Protein Intake #62 – Brazilian Export Data, Spreads & More by Itau
- Itaú BBA on Chile Banking: 4Q24 – Strong Santander, Good Banco de Chile, Soft Bci by Itau
- Itaú BBA on Mexico Banking: Regional or Bajío? Bajío This Time – Upgrading to OP by Itau
- Itaú BBA on Banking Brazil: Brazil Banks in Context by Itau
- Itaú BBA on Brazil Genco Utilities: Curtailment Digest – December Edition by Itau
- China Baijiu: Industry remains under pressure; conservative tone toward 2025; channel healthiness and price stability the key focuses. Downgrade the baijiu sector to UNDERWEIGHT. by UOB
- Itaú BBA on Brazil Oil & Gas: Buyback Tracker – December 2024 by Itau
- Itaú BBA on Homebuilders: 4Q24 Operating Pack: CYRE, CURY, PLPL, & EVEN by Itau
- GREEK ENERGY | Greek Power Play Handbook: 2025 Edition by Eurobank Equities
- Itaú BBA on Education: Medicine Seats Tracker #13 by Itau
- Itaú BBA on Real Estate: Chart Attack #4 – A Look at Corporate Buybacks by Itau
- Itaú BBA on Brazil Food & Beverage: Weekly Protein Intake #63 – Brazilian Export Data, Spreads & More by Itau
- Itaú BBA on Brazil & LatAm Tech: How to Play Tech in 2025; IT Services Standing Out by Itau
- Itaú BBA on Natural Resources: Commodities Monitor – January 20, 2025 by Itau
- Itaú BBA on Brazil Oil & Gas: Weekly Catch-Up on Fuel Prices – Prices Below the Bands by Itau
- Itaú BBA on OceanPact: Exciting Preliminary Results on Petrobras’s RSV Auctions by Itau
- Itaú BBA on Drugstores: Potential OTC Sales in Supermarkets Under Discussion by Itau