Reassuringly Expensive
​We recently met with the Investor Relations team of Iguatemi Shopping Centres (IGTA3.BS) at their Sao Paulo headquarters to discuss the current operating environment and their long-term strategy for growth. The meeting centred around three key themes: Relative positioning of Iguatemi and current trading in light of depressed consumer sentiment; internal measures to improve operational performance given the troubled macroeconomic environment; longer-term value accretive projects across the existing and pipeline portfolio.Â
This 13 page report provides an overview of these three key themes in the context of Iguatemi Shopping and the overall Brazilian retail sector.
Research Focus Brazil Research aims to be the leading independent research provider for small to mid capitalisation companies listed in Brazil. Unaffiliated with any financial institutions, and totally independent, Focus Brazil Research is in a distinct position of being able to deliver forward-thinking, impartial, and timely research to its clients. We avoid maintenance research and focus only on companies and structural investment themes which offer attractive returns in the long term.
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