New Street: BIDI11 (Buy, TP: BRL 43, +56%) Inter – CEO commentary from today’s Live Stream with Valor
Following our initiation on Inter (Buy, BIDI 11 TP: BRL43) at the end of last week (see Initiation: INTER – US Opportunity Knocks; More defensive in near term) we listened in to today’s Live Stream with CEO, Joao Vitor Menin, hosted by Valor (in Portuguese only). The CEO touched on international expansion plans, reiterating a 50% aspiration for contribution from Group (over a slightly shifting 4-6 year time span). He also commented on the timing of the US listing (a key catalyst for us) and the broader economic outlook and impact on Inter.
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