New Street Research - New Street: MercadoLibre (Buy) - Americanas / B2W Investor Day: Notes and read across

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New Street Research

Soomit Datta

New Street: MercadoLibre (Buy) - Americanas / B2W Investor Day: Notes and read across

The Americanas group (including B2W) held its annual Investor Day on Friday with a strong focus on its E-Commerce and Fintech activities.

14/12/2020 3 EN

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New Street Research

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Analysts

Soomit Datta

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This note focuses on changes to the model following 1Q24 results. Earlier today, we published a review of results and comprehensive thoughts following the earnings call. The changes to estimates are minor. Our long-term thesis remains unchanged. Price target is $52.

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We commented earlier on the implications of the delay in the analyst day. In this follow up, we cover: 1) the growth / margin trade-off; 2) fiber broadband ARPU growth; 3) SAC growth; 4) EBITDA growth; 5) fiber penetration; 6) ACP; 7) fiber net adds. We covered what we expect for the strategic review in our quick take on results this morning.

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FYBR quick thought following the call

In this quick note we touch on our thoughts around the delay in the analyst day. We will follow up shortly with further thoughts on operating and financial trends.

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New Street: MercadoLibre (Buy) - Americanas / B2W Investor Day: Notes and read across

Frontier Model Update

FYBR: quick thoughts following the call Part 2

FYBR quick thought following the call

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