New Street Research - Getnet (GETT3) ... New Street: PAGS US (Neutral, TP: $18, +65%) STNE US (Neutral, TP: $14, +52%) GET US (Neutral, TP: $1.8, +9%) Nubank launches PIX Credit: mid-term risk reminder for Payment cos (PAGS/STNE/GET)

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New Street Research

Soomit Datta

EUR 8822.00 For Business Accounts Only

New Street: PAGS US (Neutral, TP: $18, +65%) STNE US (Neutral, TP: $14, +52%) GET US (Neutral, TP: $1.8, +9%) Nubank launches PIX Credit: mid-term risk reminder for Payment cos (PAGS/STNE/GET)

Nubank announced last Thursday the launch of "PIX no credito" which follows other recent "PIX parcelado" offers in the market (Santander, Pic Pay, Pago) as we highlighted in our May-22 work: PIX Assessing Acquirer Risk.

25/07/2022 1 EN

Underlyings

Getnet

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PagSeguro Digital Ltd

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KYG687071012 New York Stock Exchange Cayman Islands

StoneCo

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KYG851581069 NASDAQ Stock Market Cayman Islands

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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

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Analysts

Soomit Datta

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New Street: PAGS US (Neutral, TP: $18, +65%) STNE US (Neutral, TP: $14, +52%) GET US (Neutral, TP: $1.8, +9%) Nubank launches PIX Credit: mid-term risk reminder for Payment cos (PAGS/STNE/GET)

Vermilion Booster Shots: Attractive bottom-fishing stocks

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T-Mobile: Quick thoughts following the 1Q25 call

Comcast Post-1Q25 Model Update

CMCSA: Quick thoughts following the call 1Q25

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