EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Plenty of value in Payment companies

Technology

Galliano's Financials Research

Victor Galliano highlights PagSeguro for its attractive valuations vs. its Brazilian and global peer group. Getnet is also considered too cheap to ignore despite its challenging relationship with Santander. While Nexi is the only European payments company added to Victor’s buy list - negative sentiment as a result of poor execution on past acquisitions is more than well discounted in the share price. In the megacap names, Mastercard remains a key pick.

Edition: 132

- 01 April, 2022