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Everything our editor has picked under this sector, best first.
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Yes, obviously some nuance depending on what site but I see what you mean, one listing 1,217 complaints. They did have a 100% resolution rate which was nice to see. Also the article in June 2026 about a women’s complaint. This is a risk to watch as it mostly stems from them selling low priced first month policies (0-1RMB) which then go to say 100RMB a month that people get blindsided by. This is also a regulatory risk as regulators have mentioned against this. $YB
@DadInvest @baldridgecpa Pacifico Airports $PAC has 80% gross margins. Pretty good for a not tech biz. Not sure how to run the business without employees or customers though...
Indian bearing suppliers gain a US tariff advantage as SKF, Schaeffler and Timken build export capacity and source local rings, cages and…
TIM Brazil $TIMS3.BZ / $TIMB will be buying back ~55m shares over the next 18 months. Not a huge buyback (2.3% of s/o), but this one is notable because s/o have been roughly stable since, what, 2014? Also, the stock is down 40% from ATH over the past few months while TIM keeps growing. We saw something very similar in 2024 (the price action, not the buyback), with the shares moving +100% the following year.
@ThainRos @MF_Camillus Credit cycle is bad in Brazil but $NU's book is performing. Look at peers instead to find the bodies. https://t.co/rpxE5Dp03v
@TexDoggie I lived in Queretaro for years, loved weekend trips to Guanajuato. Very cool city with all the mines and tunnels and punches way above its weight with stuff to do thanks to the university. That airport has been one of the fastest growing ones for $PAC, love Bajio region.
We are delighted that $PSUS and $PS are now listed on the Mexican Stock Exchange. We will be visiting our Mexican shareholders next month and look forward to a long-term relationship. https://t.co/HwMJ8tZS34
An example of $KSPI continuing to find ways to potentially grow in Kazakhstan. https://t.co/AYJVJJyTo7
Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…
Alan Galecki 4 clicks
Alsea, Mexico’s Starbucks, Domino’s and Burger King franchise operator, trades at 5.4x EBITDA while funding remodels, Mexican expansion and…
ASR’s $992 million Motiva acquisition broadens its South American airport network after a 25% YTD decline, while its 8.5% FCF yield and…
C Jessen 3 clicks@Benceno88 @grok is this good for $KSPI and how first and second order effects
@EconomieReel @jeremie0117 There's not even one poll showing Flavio up. Betting market has gotten way over its skis... I'm long $NU and $INTR but Lula losing is not the default assumption to make imo... https://t.co/NlgYYmcXFu
@odynamite @mirror_mystery I run a concentrated portfolio and believe I have higher return opportunities. I have owned $KSPI for a while. I may buy some in small positions to scratch an itch
Multibillion-Dollar Stock-Market Scandal Roils Erdogan’s Turkey $TUR https://t.co/8dsSZFTVqE
BYMAF · long Bolsas y Mercados Argentinos, BYMA, is presented as a long investment idea.
Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…
"index provider MSCI raises prospect of cutting Turkey from emerging market to frontier..." Turkish stocks slide in ‘fund run’ as investors withdraw $1 bn $TUR https://t.co/byHperdiTW
Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…
Ryan Canady 4 clicks
PINFRA's nonvoting PINFRAL shares trade 27.2% below voting stock despite identical economics, while its toll-road concessions average 31…
Petrobras trades at a 40–56% discount to peers despite sector-leading margins, with higher oil prices improving free cash flow ahead of…
Multiplo Invest 1 click
MercadoLibre’s Q2 2026 revenue hit its fastest growth since 2022 as broader free shipping, cross-border inventory and Mercado Pago deepen…
GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…
Colombia is likely to be extended, especially with Abelardo admin as counterparty. $ASR already in talks to fund Medellin expansion which would lead to new contract. What's wrong with Motiva acquisition? Balance sheet should be levered more, especially when buying at such low multiple. I don't think Cancun has "peaked" quite yet, but it will come at some point probably within 5-10 years. Cabos/PV are decent competition.
