New Street: PAGS US (Neutral, TP: $18, +63%) STNE US (Neutral, TP: $14, +60%) A PagSeguro - StoneCo deal. Why not?
With share prices languishing and earnings struggling to rebound off the lows in the near term (and with POS depreciation potentially adding more pressure, along with mid-term riks as previously explored: PIX - Assessing Acquirer Risk) we think owners and management teams could be considering a fresh equity narrative.
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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