文章核心观点 - MercadoLibre指控阿根廷银行通过联合支付平台MODO采取反竞争策略,阻碍其支付服务Mercado Pago的发展 [1][2][3] - MODO则指控MercadoLibre强迫消费者使用Mercado Pago进行在线支付,滥用其市场主导地位 [4][6][7] - 双方都向阿根廷反垄断监管机构提出了投诉,互相指责对方的行为违反竞争法 [2][4][5] 公司动态 - Mercado Pago正在积极拓展至拉丁美洲其他国家,如智利、哥伦比亚、秘鲁和乌拉圭 [10][11][12] - 公司计划在这些国家推出全套产品,这通常需要2年左右的时间 [12] 行业格局 - 阿根廷银行通过MODO钱包联合抗衡Mercado Pago,避免自身数字钱包之间的竞争 [3] - 银行指控Mercado Pago强迫消费者使用其支付服务,滥用市场主导地位 [6][7] - MercadoLibre则指控银行联合构成垄断,阻碍Mercado Pago的发展 [3]

文章核心观点 - MercadoLibre是拉丁美洲电子商务领域的领导者,连接了该地区18个国家的数百万买家和卖家 [7] - 公司致力于民主化商业和金融服务,使在线交易更加便捷高效 [7] - 公司的核心业务是在线市场,提供从电子产品到时尚和汽车等各种产品和服务 [7] - 公司还提供数字支付、信贷和保险等服务,瞄准了拉丁美洲快速增长且服务不足的中产阶级 [7] - 这种专注于个人消费者和中小企业的定位使MercadoLibre成为该地区经济发展的关键参与者 [7] 公司表现和前景 - MercadoLibre股价在过去一年内上涨63%,市值达到1010亿美元 [10] - 分析师普遍看好公司前景,给予买入评级,平均目标价为2045美元 [9] - 高盛最新将目标价上调至2480美元,反映了对公司持续乐观 [10] - 公司处于强劲增长阶段,净利润率为8.03%,税前利润率为10.87% [11] - 公司最近一季度营收和利润均超出预期,同比分别增长41.5%和129% [11] - 电商和金融科技业务均表现出色,广告服务收入同比增长51% [12] - 总支付量的增长,特别是在巴西和墨西哥等关键市场,进一步推动了业绩 [13] - 公司财务状况持续改善,反映出管理层的资本配置纪律和增强财务灵活性的决心 [14]

We Are Investment thesis My previous bullish thesis about MercadoLibre's stock (NASDAQ:MELI) aged extremely well as the stock delivered a 20.5% price increase since early May. The U.S. stock market returned around 8% to investors over the same period. The company recently delivered a staggering Q2 earnings report, with all the most vital metrics demonstrating immense growth momentum. MELI operates across emerging markets and thriving industries, which are apparent powerful tailwinds that power growth. Moreo ...

These stocks could help you build a millionaire-maker portfolio.Cathie Wood is known for her focus on disruptive technology. Her company, Ark Invest, invests in high-growth tech stocks for its exchange-traded funds (ETF), each of which has a specific focus.Not surprisingly, Ark's stocks tend to do better in bull markets but often come with a lot of risk. In general, buying an ETF gives you exposure to a group of stocks and reduces your overall risk. But when most of the stocks are risky, that isn't necessar ...

The stocks have jumped on their earnings report. Here's why they could keep rallying.August has been a rocky month for investors thus far, with a sell-off induced by economic fears and a tough earnings season for a number of popular AI stocks.However, some stocks have passed the earnings test with flying colors and look poised for further gains. Without further ado, keep reading to see these three stocks that look like screaming buys today. 1. MercadoLibreOne of the strongest stocks in the e-commerce sector ...

Stock rises after the signal. The TradePulse Power inflow Signal was triggered at 10:35 am ET.Today, MercadoLibre Inc, (MELI) experienced a Power Inflow, a crucial event for investors who use order flow analytics in their investment strategies. This Power Inflow shifts from a net selling or distribution phase to a net buying or accumulation environment, illustrating a significant inflow that exceeds outflow. Such a change is commonly viewed as a sign of heightened investor confidence and a short-term uptren ...

Great companies are found in every type of market landscape.When it comes to investing in the right companies for your portfolio, you need to ensure you select businesses that you understand and have the competitive advantages, financials, and leadership to drive lasting growth.If you're looking for growth stocks that have what it takes to perform well for investors not just now but over the next five years and beyond, there are multiple contenders to consider. Here are two that look like excellent addition ...

投资主题 - MercadoLibre在2024年第二季度实现了非常强劲的财务表现，不仅收入非常强劲，而且利润率也是多年来最好的[2] - 公司的资产负债表现在处于非常强大的位置，这使得MercadoLibre有足够的灵活性进行大规模的收购[3] - 尽管公司表现出色，但考虑到其当前股价约为今年自由现金流的50倍，作者对股票持谨慎乐观态度[3] 快速回顾 - 作者在之前提到，该股票目前估值仅为未来运营收入的25倍，这一估值非常吸引人[5] - 自作者给予买入评级以来，股票表现强劲，涨幅超过40%，作者目前仍保持一定程度的乐观态度[9] 公司近况 - MercadoLibre是拉丁美洲领先的电子商务平台，提供包括在线市场、数字支付、物流和履行解决方案等服务[10] - 公司在2024年第二季度实现了40%的年度收入增长，达到51亿美元，这是自2021年以来销售商品和独特买家增长最高的一次，主要得益于巴西、墨西哥和阿根廷市场的强劲表现[14] - Mercado Pago在第二季度首次突破5000万月活跃用户，总支付量（TPV）同比增长三倍[14] 财务表现 - 尽管公司表现出色，但面临一些挑战，如信贷业务规模扩大导致的坏账准备增加，以及免费 shipping 和履行扩张等战略举措可能对短期盈利能力产生负面影响[15] - 公司的收入增长率可能继续保持在35%的复合年增长率[16] - 在汇率中性基础上，公司收入同比增长113%，而GAAP报告的收入增长为42%[20] 估值 - 公司目前股价约为今年自由现金流的50倍，这限制了股价的上涨潜力[21][28] 资产负债表 - 公司的净债务杠杆迅速下降，到2024年第二季度末，净债务与EBITDA比率为0.33倍，净债务不足10亿美元，显示出公司财务状况非常强劲[25] - 由于资产负债表的强劲和现金流生成能力，公司有可能在不久的将来进行重大收购[26] 利润表现 - 2024年第二季度，公司的净利润率达到10.5%，这是7年来的最高水平[26] - 2024年上半年，公司的EBITDA为16亿美元，转化为约8.4亿美元的自由现金流，预计全年自由现金流可能达到18亿美元[27]

Leila Melhado Introduction On Thursday, after the market closed, MercadoLibre (NASDAQ:MELI) reported its Q2 2024 earnings and let me tell you from the start that I was really impressed. If you don't know Mercado Libre (well), here's a quick introduction. Mercado Libre is the leading e-commerce and fintech company in Latin America. It all started with a marketplace, think Amazon, and over the years, it has extended to a whole platform. This is what the company added over the years: MercadoPago: A digita ...

文章核心观点 - 公司本季度营收达50.7亿美元,同比增长48.6% [1] - 公司本季度每股收益为10.48美元,去年同期为5.16美元 [1] - 公司业绩超出市场预期,营收和每股收益分别超出预期6.5%和20.18% [2] 关键指标总结 整体业务表现 - 商品交易总额为126.5亿美元,超出分析师预期的120.9亿美元 [6] - 总支付量为463.3亿美元,低于分析师预期的488.4亿美元 [7] 地区业务表现 - 阿根廷地区营收为8.63亿美元,超出预期的8.01亿美元,同比增长11.9% [8] - 阿根廷金融科技业务营收为5.56亿美元,超出预期的5.14亿美元,同比增长18.6% [9] - 阿根廷商城业务营收为3.07亿美元,超出预期的2.87亿美元,同比增长1.7% [10] 业务线表现 - 金融科技业务营收为21亿美元,超出预期的20.2亿美元,同比增长42.2% [11] - 商城业务营收为29.7亿美元,超出预期的27.7亿美元,同比增长53.4% [12]