There are some important indications that its growth can continue. Unless you're retired and need to invest very conservatively, most investors want to have at least a few top growth stocks in their portfolios. There are no guarantees in the market, which is why diversification is so important. However, there are a few rare stocks that look like no-brainers. They're demonstrating incredible growth, are already profitable, and have strong growth drivers. MercadoLibre (MELI -1.69%) fits that framework, and th ...

There should be nothing special about stocks at a 52-week high. Obviously the milestone indicates business has been good and likely will be better in the future. The market is signaling confidence the stock will continue to outperform. And studies suggest that thinking may be right. One said “that nearness to the 52-week high is a better predictor of future returns than are past returns.” It discovered that stocks trading at or very near their peak end up continuing on their way as the good news that propel ...

MercadoLibre is reportedly in talks to get a banking license in Mexico. The Latin American eCommerce/FinTech is in discussions with Mexico’s central bank, finance ministry and banking regulators to apply for a license, Osvaldo Gimenez, president of Mercado Pago, the company’s FinTech operation, told Bloomberg News Tuesday (May 21). “The opportunity is phenomenal. We see in Mexico what happened in Brazil over the last decade, where there was a huge increase in access to banking, electronic payments and credi ...

MercadoLibre (MELI) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this operator of an online marketplace and payments system in Latin America have returned +30.7% over the past month versus the Zacks S&P 500 composite's +7.1% change. The Zacks Internet - Commerce industry, to which MercadoLibre belongs, has gained 9.9% over this period. Now the key question is: Where could ...

Here's Why MercadoLibre Will Likely Announce a Stock Split in 2024 XtockImages / iStock via Getty Images Investors are having a good year so far, thanks largely to growth stocks. As valuations continue to rise, it would not be shocking to see more boards of directors pursue stock splits. One stock that’s ripe for a potential split is MercadoLibre (Nasdaq: MEL ...

This e-commerce superstar is growing much faster than Amazon. Amazon has been one of the best-performing stocks in the history of the stock market, and new advances in artificial intelligence (AI) have created a new wellspring of opportunity for the e-commerce king. However, while Amazon may continue to grow and gain, there's another e-commerce company that's growing faster and might have even greater opportunities. If you're looking for a powerhouse growth stock with massive potential, consider MercadoLibr ...

MercadoLibre (MELI) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this operator of an online marketplace and payments system in Latin America have returned +11.1% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Internet - Commerce industry, to which MercadoLibre belongs, has gained 4.6% over this period. Now the key question is: Where could ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended March 31, 2024 -OR- ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number 001-33647 __________________________________________________________________________________ ...

财务数据和关键指标变化 - 公司在巴西和墨西哥的GMV增长约30%,超过市场增长 [1] - 公司广告业务持续增长,在所有运营市场的GMV渗透率达到正常水平 [1] - 墨西哥和巴西的Mercado Pago业务表现良好,收单业务增速加快 [1] - 信贷业务规模超过44亿美元,同比大幅增长 [1] - Mercado Pago信用卡发卡量达150万张,交易额达19亿美元,同比增长133% [1] 各条业务线数据和关键指标变化 - 公司在巴西和墨西哥的商城和金融科技业务表现出色,抵消了阿根廷疲软宏观环境和货币贬值的负面影响 [1] - 阿根廷商城业务受到需求下降的影响,但金融科技业务表现出色,资产管理规模增长64%,投资产品用户翻倍,收单业务增长超过300% [1][2] 各个市场数据和关键指标变化 - 巴西和墨西哥市场表现出色,收入和利润增长强劲,抵消了阿根廷的负面影响 [1][2] - 阿根廷市场受到宏观经济和货币贬值的影响,商城业务受到需求下降的影响,但金融科技业务表现良好 [1][2] 公司战略和发展方向及行业竞争 - 公司是拉美地区领先的电子商务和金融科技公司,在未来25年仍有巨大的增长潜力 [2][3] - 公司正在建立最大的零售媒体平台,利用丰富的一手数据为广告主提供精准定向能力 [2] - 公司正在颠覆金融服务行业,为个人和商家提供广泛的易用服务,已成为该地区领先的金融科技公司 [2] - 公司生态系统是金融科技服务的竞争优势,数据丰富且能够实现交叉销售 [2] - 公司正在建设Meli Mas,旨在成为该地区最大和最有价值的忠诚度计划 [2][3] 管理层对经营环境和未来前景的评论 - 公司对未来25年充满信心和乐观,认为电子商务和金融服务行业仍有巨大增长空间 [2][3] - 公司在巴西和墨西哥的强劲表现抵消了阿根廷的负面影响,体现了公司的增长和盈利能力 [1][2] - 公司将继续谨慎增加信贷业务规模,同时重点发展信用卡业务作为金融科技战略的关键产品 [9] 问答环节重要的提问和回答 问题1 **Andrew Ruben 提问** 询问阿根廷业务的情况,包括收入和成本的错配以及月度表现 [3] **Martin de los Santos 回答** - 阿根廷面临货币贬值和宏观经济下行的双重压力,商城业务受到需求下降的影响 - 但阿根廷金融科技业务表现出色,资产管理规模、收单业务和用户数均实现高增长 - 阿根廷业务的亏损在净利润层面得到了部分抵消,因为汇兑损失大幅下降 [3] 问题2 **Bob Ford 提问** 询问复活节假期对市场和Pago业务的影响,以及阿根廷小商家的情况和政府税收优惠政策 [4] **Martin de los Santos 和 Osvaldo Gimenez 回答** - 复活节假期对3月份的业务量产生5-6个百分点的负面影响 - 公司正在关注阿根廷政府的改革政策,但不披露小商家的具体数据 - 公司正在与银行等机构就信用卡交易的互操作性和商业条款进行谈判 [4] 问题3 **Marcelo Santos 提问** 询问阿根廷业务利润率大幅下降的原因 [5] **Martin de los Santos 回答** - 阿根廷业务受到货币贬值和宏观经济下行的双重影响,商城业务受到需求下降的影响 - 但巴西和墨西哥业务的强劲增长抵消了阿根廷的负面影响,阿根廷利润占比从60%下降到19% - 公司将更关注净利润作为主要评判指标,因为汇兑损失的影响已经得到缓解 [5]

业绩总结 - Mercado Libre的净收入同比增长36%至4.3亿美元[6] - Mercado Libre在巴西和墨西哥取得了出色的业绩，Q1'24净收入同比增长30%[7] - 2024年第一季度，MercadoLibre的收入和财务收入总额为25.71亿美元，同比增长57.3%[33] - 2024年第一季度，MercadoLibre的净利润同比增长超过70%，净利润率为7.9%[27] 用户数据 - Mercado Pago的月活跃用户增长加速至38%，资产管理规模同比增长90%[19] 新产品和新技术研发 - 在Fintech服务方面，Mercado Pago的信贷组合同比增长46%，达到4.4亿美元[10] - Mercado Pago的信贷卡组合同比增长132%，主要受到巴西和墨西哥的强劲贡献[19] 市场扩张和并购 - 在墨西哥和巴西，Fintech的收入占总TPV的比例较去年同期有所增加，但在阿根廷有所下降[32] 负面信息 - 巴西和墨西哥的强劲表现推动了同比基础上的利润率扩张，巴西和墨西哥的表现表现出色，同比基础上的利润率扩张为-90个基点[36] 其他新策略和有价值的信息 - CFO产生保持强劲，部分抵消了阿根廷的影响，总现金Q1 2024与Q4 2023相比略有下降，达到了1.25倍[38] - 总信贷组合的增长，特别是信用卡业务的增长，信贷组合增长主要集中在风险较低的产品和队列上，产品利差较低，但仍然实现了非常强劲的盈利[39] - 短期和长期投资的增加，无论是在本地还是在美国债务，杠杆率继续呈下降趋势，随着可用现金的增加和总债务的减少[39]