Tara Moore DLocal Limited (NASDAQ:DLO) runs one of the leading payment processing platforms for merchants and businesses in emerging market nations, based in Uruguay. [Note: DLO is the Class A share, with 1 vote each; Class B shares have 5 votes.] The company is growing transaction volumes rapidly, but investors have been more focused on declining profit margins in 2024. In the process, the stock has moved from extremely overvalued territory several years ago to an undervaluation setting in the summer o ...

This South American company is still profitable and growing fast.In this video, I will talk about DLocal's (DLO -1.40%) recent earnings report and explain why I remain bullish on the company.*Stock prices used were from the trading day of Aug. 14, 2024. The video was published on Aug. 14, 2024. ...

财务数据和关键指标变化 - 第二季度实现总支付量(TPV)60亿美元,同比增长38% [10][13] - 跨境支付业务TPV达27亿美元,环比增长11%,同比增长22% [25] - 本地支付业务TPV环比增长16%,同比增长55% [26] - 收入为1.71亿美元,同比增长6% [29] - 毛利为7000万美元,同比下降1% [31] 各条业务线数据和关键指标变化 - 电商、按需送货和汇款业务持续强劲增长 [14] - 软件即服务和打车业务分别同比增长72%和51% [14] 各个市场数据和关键指标变化 - 拉丁美洲毛利下降13%,主要受阿根廷货币贬值和巴西及墨西哥最大客户重新定价影响 [32][33] - 非洲和亚洲毛利同比增长79% [34] 公司战略和发展方向及行业竞争 - 公司专注于低风险、高声誉的垂直行业,在行业内保持独特的增长与定价平衡 [15] - 公司正在加大对产品研发和IT能力的投资,以支持未来增长 [39][40][41][50] - 公司认为其在新兴市场支付基础设施领域具有独特优势,与发达市场竞争对手的业务模式和成功因素不同 [137][138][139][140][141][142][143][144] 管理层对经营环境和未来前景的评论 - 公司对长期前景保持乐观,尽管短期内存在波动和挑战 [21][23][51] - 公司预计2024年TPV和毛利增长将有所放缓,但仍保持强劲 [48][49] - 公司将继续专注于TPV增长、扩大客户份额和开拓新客户,同时提高运营效率 [51][52] 其他重要信息 - 公司在本季度大幅回购股票,认为这将是明智的资本配置决策 [24] - 公司维持强劲的现金流转换能力,季度自由现金流达3500万美元 [46] - 公司期末现金及短期投资合计3.06亿美元 [46] 问答环节重要的提问和回答 问题1 **Tito Labarta提问** 询问公司对未来毛利率和净收费率的预期 [63][64][65][66][67] **Pedro Arnt回答** 公司预计未来毛利率和净收费率将有适度下降,但幅度有限,并将通过推出增值服务来抵消 [65][66][67] 问题2 **Guilherme Grespan提问** 询问公司对汇款业务的发展情况 [80][81][82] **Pedro Arnt回答** 汇款业务增长强劲,有助于公司在部分市场实现净额结算,提高流动性 [81][82] 问题3 **Carlos Gomez提问** 询问公司对未来可能出现重大货币贬值的市场的担忧 [86][87] **Pedro Arnt回答** 公司已在预测中考虑了大部分新兴市场货币普遍走弱的情况,将密切关注阿根廷比索、埃及镑等波动较大的货币 [87]

Earnings Presentation Q2 2024 Pedro Arnt Chief Executive Officer Mark Ortiz Chief Financial Officer Maria Oldham SVP - Corp. Development, Strategy and Investor Relations EARNINGS PRESENTATION Q2 2024 Safe Harbor This presentation may contain forward-looking statements. These forward-looking statements convey dLocal's current expectations or forecasts of future events, including in respect of guidance provided previously regarding our total payment volume, gross profit and Adjusted EBITDA. Forward-looking st ...

文章核心观点 - DLocal公司第二季度每股收益0.15美元,超出市场预期0.09美元,但与去年同期持平[1] - DLocal公司第二季度收入为1.7128亿美元,低于市场预期15.09%[3] - DLocal公司股价今年以来下跌55.5%,低于标普500指数13.9%的涨幅[4] 公司表现 - DLocal公司第二季度每股收益超出市场预期66.67%,但前4个季度只有1次超出预期[2] - DLocal公司第二季度收入低于市场预期15.09%,但前4个季度有1次超出预期[3] - DLocal公司股价今年以来大幅下跌,远低于大盘涨幅[4] 行业表现 - DLocal公司所属的金融交易服务行业目前在250多个Zacks行业中排名前23%[10] - 研究显示排名前50%的行业相比后50%的行业业绩要好2倍以上[10] - 同行PagSeguro Digital Ltd.预计第二季度每股收益同比增长34.6%,收入同比增长5.6%[12]

Second Quarter 2024US$6.0 billion Total Processed Volume, up 38% year-over-year and 14% quarter-over-quarterRevenue of US$171 million, up 6% year-over-year and down 7% quarter-over-quarter100% Net Revenue Retention RateGross Profit of US$70 million, down 1% year-over-year and up 11% quarter-over-quarterAdjusted EBITDA of US$43 million, down 18% year-over-year and up 16% quarter-over-quarter dLocal reports in US dollars and in accordance with IFRS as issued by the IASB. MONTEVIDEO, Uruguay, Aug. 14, 2024 (GL ...

The market expects DLocal (DLO) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Augus ...

文章核心观点 - 虽然市场上有许多投机性的生物技术和科技公司吸引投资者的注意力,但它们很可能无法获得太多的上行空间,因为它们会快速稀释股东权益[1] - 相反,作者更倾向于关注基本面良好、估值较低且有望从经济趋势和利率下降中获益的公司,这些公司可能会成为"登月"股票[1] - 追求四位数收益会带来巨大风险,但将投资组合的一小部分投入到高风险高收益的股票中可能会带来丰厚回报,即使经历动荡也值得坚持[2] 公司总结 SoundThinking (SSTI) - 公司销售人工智能和数据驱动的软件服务给执法机构,包括其著名的枪声检测系统[4] - 公司最近收入增长强劲,2024年第一季度同比增长23.2%至2540万美元,但仍亏损290万美元[5] - 尽管过去一年股价下跌31%,但公司可能已经到达转折点,未来2-3年内有望实现盈利[6] DLocal (DLO) - 公司是一家金融科技公司,提供跨境支付解决方案,连接全球商户和新兴市场[8] - 公司最近面临重大挑战,股价大幅下跌,主要是由于财务业绩不佳和与主要客户的重新谈判[8][9] - 尽管存在进一步下跌的风险,但公司股价已经下跌49%,未来盈利能力和收入指标有望从明年开始改善[11][12] Sprout Social (SPT) - 公司为全球3万多个品牌提供社交媒体管理和分析软件[14] - 公司最近股价有所反弹,2024年第二季度收入同比增长25%,非GAAP营业利润和净利润也表现不错[16] - 尽管股价仍在下跌,但长期来看公司有望获得更高的估值,但要实现10倍涨幅可能需要很长时间[15][16] Li Auto (LI) - 公司曾是电动车行业的明星,但最近业绩表现不佳,交付量和财报数据均未达预期[18] - 尽管存在这些挫折,但公司仍有可能成为一只"登月"股票,如果管理层能够扭转局面,股价有望在未来2年内达到100美元或200美元[19] - 公司在中国市场的混合动力电动车表现优于竞争对手,即使无法大规模拓展海外市场也有机会反弹[19][20] JinkoSolar (JKS) - 公司是一家总部位于中国的领先太阳能组件制造商[22] - 公司最近面临一些挑战,如美国海关阻止进口、美国联邦调查人员突袭公司佛罗里达办事处等,但也有一些积极因素,如获得AAA信用评级[22] - 尽管公司面临关税问题,但凭借在美国和东南亚的制造基地以及良好的盈利能力和逐步降低债务,加上未来利率下降和清洁能源重新受到关注,公司股价有望大幅反弹[23] Ouster (OUST) - 公司是一家激光雷达技术公司,为自动驾驶汽车、机器人等提供高分辨率3D传感器[25] - 公司最近收入增长强劲,2024年第一季度同比增长50.6%至2600万美元[25] - 尽管激光雷达技术仍面临成本和可靠性方面的挑战,但如果公司能够继续扩张并提高利润率,这只13美元的股票未来有望实现10倍涨幅[26][28] Flywire (FLYW) - 公司是一家全球支付使能和软件公司,为教育、医疗、旅游和B2B行业提供复杂支付解决方案[30] - 尽管公司最近一直亏损,但凭借外国移民到美国的强劲趋势,公司的跨境支付解决方案需求有望增加[31] - 尽管股价表现不佳,但多家分析师仍看好公司,如高盛和加拿大皇家银行给予买入评级和较高目标价[32]

Investing in dirt cheap stocks under $10 has a lot of appeal. One of the benefits is that a low share price allows you to buy more shares with a smaller amount of money. If the stock price increases significantly, even a small percentage gain can translate to a large return on your investment. Penny stocks tend to be more volatile than established companies. Cheap stocks under $10 often fall into this category. This can be risky, but some investors are drawn to the potential for quick profits that result fr ...

Saranya Yuenyong DLocal Limited (NASDAQ:DLO), the payment processor focused on emerging markets, has reported continued payment volume growth but increasingly weak margins, especially leaving investors pessimistic after the Q1 report that showed thinning results. After my previous article on the company, titled “DLocal: Hypergrowth Leaves Room For Stock Appreciation”, the stock has lost -59% of its value compared to S&P 500’s return of 29% - the article’s Buy rating has so far aged incredibly poorly as ...