Sector
Everything our editor has picked under this sector, best first.
133 stories
$HTT: Unlocking the Cash Box A Chinese cash box trading at a fraction of book value and even net cash. The company has been monetising this discount by buying back huge amounts of stock. Founder and CEO owns 50% and may look at privatising the company as the free float shrinks. https://t.co/RYfc4oAF7h
SE · long Sea Limited is pitched as a GARP long, backed by AI tailwinds, founder-led execution and emerging-markets exposure despite competitive and…
@LatamData Medellín will keep taking relative share from Bogota. Underappreciated driver for $asr
@burningbushcap $CIB is a quarter of the Colombia ETF, $AVAL is 4%. Need folks to go stock-picking in individual names, right now, people are mostly buying the index.
Valuation firm finally appointed for $CPAC. This starts Holcim’s 60-business-day clock to launch the mandatory tender. Floor price firmly set at around $13/ADR, with some upside optionality from the independent valuation. https://t.co/hPCFKmYQvT
$GPRK GeoPark breaking out after news it is expanding into Venezuela. Sin of omission for me: I sold my position in 2025 and never re-entered. https://t.co/aR4XtkYvHX
Chevron plans a Venezuelan JV expansion exceeding $7 billion to target 600,000 bpd at sub-$20-per-barrel costs, following Q2 adjusted EPS…
Mike Zaccardi, CFA, CMT I think my $ORR position is too large because I made the same mistake I see a lot of investors on here make. I didn't have enough good ideas, so I bet too big on my best idea.
$CPAC is +16% since the SSI write-up, and the key tender-price ambiguity is finally resolved. ~$13/ADR now looks like a solid floor. With much of that already priced in, the remaining upside is mostly valuation/overbid optionality. Full pitch on SSI👇 https://t.co/J8Amvtfqou
This hypothesis was wrong. We now have earnings from $LX $QFIN $FINV, and they all were terrible noting a late June credit event in the industry. Downtrend has continued, and will end when it ends. https://t.co/X86cYvTk0h
@davey_juice @ThainRos $EWZ might go lower. I don't have a strong opinion on where big components like Vale and Petrobras go, could be down more. I think $INTR and $NU will keep growing fast enough to offset macro jitters.
@davey_juice @ThainRos I own a lot of $NU and $INTR but think Lula is going to win, so that's not ideal. Flavio polls look a little better, but he's still a bad candidate. Colombia only went to Abelardo by 1 pt. Lula is incumbent, more popular than Petro, and their electorate is more leftist.
@davey_juice @ThainRos I remember someone wanting to bet me that Nigeria would outperform Colombia over the long term. $COLO now +150% past three years while the Nigeria ETF got delisted, so yeah, about that.
Colombia and Venezuela are opening oil sectors to outside producers, as Venezuela offers producing blocks and Ecopetrol seeks capital for…
August purchases added U.S. Treasuries, Walmart de México and Jeronimo Martins, with a heavy Latin American focus and higher-yielding bonds…
STNE 2026-08-25 StoneCo's buybacks and special dividend produced roughly 39% H1 shareholder yield as Brazil's rate cuts slow and competition persists.
IWA Research 3 clicks FUTU 2026-08-23 Futu Holdings' Q2 funded accounts rose 33.6%, client assets 43.6% and net income 41.6% as it shifts from mainland China toward Singapore,…
Emanuel Nemec 4 clicks
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...
ConocoPhillips’ CITGO claims cover $1.5 billion under Amber’s deal, with a proposed Venezuela settlement targeting roughly $4 billion more.
@Ron284Ron At 35% of what $CNAF book value used to be…☠️
@siyul $LX had a bit before but really sized up today. China fintech lender that either adapts to changing regulations and emerges ok, or gets wiped by credit cycle. Bet is the former. Reports Aug 31.
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
Ukraine’s Black Sea attacks on CPC infrastructure threaten Kazakhstan’s 1.4 million bpd oil export route through Russia, putting Chevron’s…
