reports
- Soomit Datta
- Soomit Datta
- Soomit Datta
New Street: LatAm Telecoms Q1 Wrap: Sticking with Wireless over Fixed ...
We publish today our take on the LatAm Telcos Q1 earnings season. As well as our broader note which picks out key themes and market by market insights, we also publish for the first time a summary of our database which looks at key financials and operational KPIs on a country level basis - see LatAm Telcos Quarterly Databank.
AMX AMERICA MOVIL S.A.B. DE C.V. ADS
ENTEL EMPRESA NACIONAL DE TELECOMUNICACIONES S.A.
MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
VIVT3 TELEFONICA BRASIL S.A.
PAGS PAGSEGURO DIGITAL LTD
LILA LIBERTY LATIN AMERICA LTD
TLEVISA GRUPO TELEVISA
STNE STONECO
MIC MILLICOM
OIBR3 OI S.A. ON
TIMP3 TIM BRASIL SA
DLO DLOCAL
NU:US NUBANK
GETT3 GETNET
CZA COAL OF AFRICA LTD
- Soomit Datta
New Street: GET US (Neutral, TP: $1.8, +27%) Getnet - Q1s quick take:...
Getnet reported Q1s before open today. Even though net revenues missed our expectations by 1.4%, there was a significant improvement on gross and net take rates, increasing to 1.01% and 0.56%, respectively (vs 0.8% and 0.50% in Q4 21).
- Soomit Datta
- Soomit Datta
New Street: PAGS US (Buy, TP: $40, +77%) STNE US (Neutral, TP: $23, +4...
We have pulled together latest BCB data through end-December showing Prepayment rates vs annualized SELIC. Spreads dipped again in the final month of the year, having ticked up in November, though in general terms price increases appear to have momentum (yields up 360bps in Q4) and have served to support spreads in Q4 after strong declines during the first nine months of the year.
- Soomit Datta
New Street: PAGS (Buy, TP: $40, +93%) STNE (Neutral, TP: $23, +58%) GE...
We caught up with recently listed Brazilian Acquirer, Getnet, this week where repricing of the base is now up to ~50% of prepaying clients. While some of is this auto-repricing for wholesale clients, concerted efforts are underway in SME also.
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