Explore comprehensive insights on leading Latin American companies. Learn about their financial performance, market position, and growth prospects. Our resources cover stock analysis, industry trends, and strategic developments to help you make informed investment decisions regarding companies in Latin America.
Nubank, Brazil's leading digital bank, faces rising non-performing loans (NPLs) despite rapid growth. This post explores the factors behind this trend, including Nubank鈥檚 business model, customer demographics, and regulatory challenges, and offers potential solutions.
Analyzing Nubank's NPL trends, strategic credit adjustments, and the impact of Brazil's economic shifts and programs like Desenrola Brasil.
Discover why Brazilian equities are set to outperform, with rate cuts and undervaluation creating bullish prospects. Gain insights into market trends, investment strategies, and key opportunities..
Dive into Nu Holdings' valuation, competitive advantages, and growth potential. This analysis explores key challenges, opportunities in personal lending, ARPAC composition, and cohort maturity. Discover why Nu's innovative approach positions it for significant market disruption.
Dive into Mercado Pago's business model, strategy, and financial analysis. Explore how this Mercado Libre offshoot became a leading fintech player in Latin America, offering innovative payment solutions, credit services, and digital wallets while leveraging its marketplace integration.
With Stone鈥檚 earnings approaching, we decided to share our earnings preview for Stone鈥檚 1Q22. Okay, so what you should be looking for in the earnings release?
Explore Nubank's 1Q22 performance, from net loss and loan growth to new products like NuPay and Nucripto. Understand how Nubank is shaping the financial services landscape in Latin America!
After XP Inc. (XP) and BTG Pactual (BPAC11-BS) released their earnings, I鈥檝e been thinking about the financial advising industry in Brazil and would like to tease my readers about a question I鈥檝e been asking myself about XP.
If this quarter had a name, it would be MercadoPago. Yeah, I get it. You take Meli as an eCommerce company focused on growing its GMV. That鈥檚 simply not true.
Adjusted EBITDA for the quarter came at R$199mn (+150% YoY). After adjusting for a one-off of R$11mn (goodwill from Areia Branca), adj. Ebitda was R$209mn, a touch above our expectations.
Cielo's 1Q22 earnings surpassed expectations with significant improvements in net income and cost control. Discover the key metrics and insights behind Cielo's financial performance.
Analyze the 1Q22 eCommerce market with a focus on trends, top player performance, and key growth drivers. Gain insights into the future of digital commerce and market predictions.
