Report
Soomit Datta

New Street: PAGS US (Buy, TP: $66, +78%) PagSeguro - Pre-paid Interchange Risk Compounds CDI Pressure

The 20% mark down in the PAGS price on Friday now seems to have some context: not just ongoing CDI pressure but the risk of the Central Bank imposing interchange cuts on prepaid cards.
Underlying
PagSeguro Digital 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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