New Street: PAGS US (Buy, TP: $74, +34%) PagSeguro - Investor Call with CEO: Feedback
We held a call with CEO, Ricardo Dutra, and Head of IR and ESG Eric Oliveira earlier this week. Given the credit focus in the sector we focused a lot here and see, at this stage, little evidence of concern with the credit book continuing to build at >BRL200/quarter going forward, potentially even higher.
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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