Report
Soomit Datta
EUR 9218.00 For Business Accounts Only

DLO US (Buy, TP: $16, +60%) dLocal - Notes from CEO Pedro call back; updating estimates following Q1 shock

We spent time with CEO Pedro Arnt today and update our model, remodeling also for the new gross profit (GP) disclosure by country. We have made sizeable cuts to estimates.
Underlying
DLOCAL LTD

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Soomit Datta

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