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Industry/Sector Analysis / Equity
- Itaú BBA on Microsoft & Nvidia: Stargate and New MSFT-OAI Partnership Bring Material Upside to Estimates, Removing Overhangs by Itau
- Itaú BBA on Transportation and Capital Goods: Chart Attack #4 – High Shorts & Low Floats by Itau
- Itaú BBA on Agribusiness, F&B: Feedback from Meeting with Tereos by Itau
- The education sector on the Brazilian stock exchange has faced significant challenges in recent years. A combination of regulatory shifts, disappointing intake volumes, and mounting financial pressures has shaken investor confidence. In thi by Itau
- Itaú BBA on Banking & Financial Services Brazil: Notes from the Road - UK/EU Meetings: You Gotta Keep Looking! by Itau
- Itaú BBA on Education: A Challenging Chapter Ahead - A Deep Dive into Valuation, Growth, and Regulatory Environment; Downgrading COGN and YDUQ to Market Perform by Itau
- Itaú BBA on Brazil Utilities: Weekly Monitor - Hourly Energy Prices (PLD) Have Shown Some Volatility Over The Past Few Days, Surging From The Regulatory Minimum In A Few Instances by Itau
- Itaú BBA on Brazil Food & Beverage: Weekly Protein Intake #64 – Brazilian Export Data, Spreads & More by Itau
- Itaú BBA on Brazil Oil & Gas: Weekly Catch-Up on Fuel Prices – Prices Back to Within the Bands by Itau
- Itaú BBA on ANTAD: A Slower December to Close 2024 by Itau
- Itaú BBA on Education: Medicine Seats Tracker #14 by Itau
- Itaú BBA on Oil & Gas: The O&G Pocket Guide – Ending January in Positive Note for Petrobras by Itau
- Itaú BBA on Education: Preliminary Results from Mais Médicos Program – Listed Groups Still in the Running by Itau
- Energy Sector Update - Geothermal Special - February 2025 by Zeus Capital
- UK smallcap technology Update - February 2025 by Zeus Capital
- Itaú BBA on Food & Beverage: Tyson’s F1Q25 – Solid Quarter for U.S. Beef; No Significant Changes in Expectations for FY25 by Itau
- Itaú BBA on Real Estate: The Real Estate Hub – January Edition. Rotation to CURY and Higher Allocation in CYRE by Itau
- Itaú BBA on Transportation & Capital Goods: The Central Station – January Edition; WEG and ERJ Remain on the Spotlight by Itau
- Itaú BBA on Car Rental: IDAT Cars – February Edition, New Car Prices Ticking Up by Itau
- Itaú BBA on Car Rental: Monthly Tune-Up – February 2025, New Car Prices Going Up by Itau
- Itaú BBA on Healthcare: Highlights From Healthcare Day 2025 – When the Going Gets Tough, the Tough Get Going by Itau
- Itaú BBA on Healthcare: Takeaways from Bradesco Saúde’s 4Q24 Results: Takeaways from Bradesco Saúde’s 4Q24 Results: MLR Improvement but Lower Growth by Itau
- Hardman & Co Insight: The October 2024 Budget - We got it wrong by Hardman & Co
- Itaú BBA on Brazil Food & Beverage: Weekly Protein Intake #65 – Brazilian Export Data, Spreads & More by Itau
- Itaú BBA on Oil & Gas: Fuel Distribution Monitor – February 2025 by Itau