New Street Research - PagSeguro Digital Ltd (PAGS) New Street: PAGS US (Buy, TP: $40, +110%) PagSeguro Q4 Quick Take: Late Price moves mean Q1 should be the Trough quarter

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New Street Research

Soomit Datta

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New Street: PAGS US (Buy, TP: $40, +110%) PagSeguro Q4 Quick Take: Late Price moves mean Q1 should be the Trough quarter

PagSeguro reported Q4s after close. Numbers for the quarter were solid and the narrative around pricing comfortingly consistent with peers. However, price hikes are coming a little later than peers (Apr-22 in full) meaning Q1 will be tougher than Q4 on profitability.

23/03/2022 1 EN

Underlying

PagSeguro Digital Ltd

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KYG687071012 New York Stock Exchange Cayman Islands

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New Street Research

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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
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Pan European Telecom Services and Cable

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Analysts

Soomit Datta

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New Street: PAGS US (Buy, TP: $40, +110%) PagSeguro Q4 Quick Take: Late Price moves mean Q1 should be the Trough quarter

Vermilion Booster Shots: Attractive bottom-fishing stocks

Vital Signs: Actionable charts

PAGS US (BUY, TP: $15, +8%) Q2 24 - Quick Take: Nice beat and (smaller than expected) raise

T-Mobile: Quick thoughts following the 1Q25 call

Comcast Post-1Q25 Model Update

CMCSA: Quick thoughts following the call 1Q25

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