INTR Inter & Co, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
11:27
15 авг
15 авг
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
Низ.
14:56
14 авг
14 авг
NU further along credit cycle than INTR
Notes that NU is further along in the credit cycle compared to INTR due to its loan book and self-inflicted issues.
Сред.
14:00
14 авг
14 авг
Author maintains long position in INTR.
Author discloses an ongoing long position in INTR, arguing it should be valued as a bank based on cost of risk rather than standard metrics.
Сред.
12:15
13 авг
13 авг
INTR trades at 7.5x earnings with 23% growth and a PEG of 0.32. Cheap valuation plus falling Brazilian rates could compress risk premium and drive re-rating. Attractive asymmetric value trade if growth persists and macro headwinds ease. Brazil geopolitical instability, FX volatility, and slower-than-expected rate cuts could extend the drawdown. No other actionable trade ideas in this post.
Выс.
14:35
07 авг
07 авг
Earnings reaction watched as peer credit bellwether.
Observes upcoming earnings report as a potential bellwether for peer credit-risk reception.
Низ.
08:41
07 авг
07 авг
Bullish INTR on existing client growth potential.
Author is bullish on INTR, arguing that high returns on payroll loans justify the risks and that the bank can grow rapidly by capturing more credit share from existing clients.
Сред.
07:08
07 авг
07 авг
Clarifies INTR expected 2026 P/E multiple.
Corrects a previous post to clarify that INTR is trading at an expected 2026 P/E of around 7x.
Низ.
14:13
06 авг
06 авг
Long INTR despite credit cycle risks.
Author maintains a long position in INTR, citing its cheap valuation, structural soundness, and fast growth despite acknowledging the inherent credit cycle risks.
Сред.
13:02
23 июл
23 июл
INTR offers compelling asymmetric upside
Author highlights INTR as a high-quality company trading at an attractive valuation with compelling asymmetric upside.
Сред.
18:15
23 июн
23 июн
Brazilian political uncertainty creates attractive buying opportunity.
Author discloses a long position, arguing the depressed valuation caused by Brazilian political uncertainty presents a highly attractive buying opportunity.
Сред.
09:13
09 июн
09 июн
INTR viewed as cheap with strong growth
Author views INTR as absurdly cheap with strong growth following Fed approval for a US branch, dismissing political risks.
Сред.
13:51
23 мая
23 мая
Respected Brazilian asset manager increases position
Notes that a highly respected, deep-value Brazilian asset manager is increasing its position in the company.
Сред.
05:25
19 мая
19 мая
INTR trades at significant discount to peers
Observes striking mispricings among Brazilian banks, noting INTR trades at a significant discount to peers like PAGS.
Сред.
08:21
18 мая
18 мая
INTR (Inter & Co) has forward P/E of 8, 5-year EPS growth estimate of +25%, PEG ~0.3, ROE 15% and increasing, insiders own 45%. These metrics suggest deep undervaluation relative to growth, while large insider ownership aligns management with shareholders. Recent sell-off in LatAm/financials creates a buying opportunity. A small-cap value play with strong fundamentals and insider alignment; potential for violent rebounds as seen historically. Continued weakness in Latin American markets; currency and political risk in Brazil; possible earnings miss or sector headwinds.
Сред.
21:00
16 мая
16 мая
Inter drop exaggerated; opportunity to buy
Bought Banco Inter after the sharp drop, believing the sell-off was exaggerated. The credit quality deterioration in private payroll and credit cards is being provisioned more conservatively by Inter than peers. Inter has low-hanging fruit to increase ROE to at least 18% in the short term, making the current price an attractive entry point for a tactical position.
Сред.
13:46
16 мая
16 мая
Inter offers better IRR over five years
Considers Inter the better investment over the next five years due to a higher expected internal rate of return compared to Nu.
Сред.
12:32
16 мая
16 мая
Inter offers significant upside from distressed valuation
Inter presents a significant valuation anomaly, trading at distressed levels despite strong growth, improving operating leverage, and substantial ROE expansion potential.
Сред.
14:30
15 мая
15 мая
INTR offers better value than NU
Pitches INTR as a superior value to NU, arguing that NU's higher quality does not justify its massive 24x valuation premium.
Сред.
23:49
12 мая
12 мая
Inter oversold, bought after drop.
Banco Inter sold off 15% on earnings and another 7% on Investor Day due to credit quality concerns and a change in guidance (60/30 to rule-of-50). We saw that as overdone and bought shares this morning. The bank has strong growth potential, conservative provisioning on payroll loans, and a path to 18% ROE in the short term.
Сред.
14:34
12 мая
12 мая
ROE expansion path drives massive upside target
Author projects significant upside for INTR, citing a clear path to 24-27% ROE by 2028 driven by credit underwriting and capital efficiency improvements outlined at Investor Day.
Сред.
11:13
12 мая
12 мая
Stock sold off on rising credit risks
Notes the stock sold off after earnings due to seemingly rising credit risks.
Низ.
16:04
11 мая
11 мая
Rising credit costs reflect strategic loan growth
Author is aggressively adding to position, arguing the market is misinterpreting rising cost of risk which is actually driven by strategic growth in payroll loans.
Сред.
13:41
08 мая
08 мая
Valuation too low after recent volatility drop
Bullish on INTR as the valuation has dropped too far and the bank has historically handled similar volatility well.
Сред.
16:52
07 мая
07 мая
Maintains long thesis after recent sell-off
Maintains a long thesis after a sell-off, arguing the market is overpricing risk and the fundamental growth story remains intact.
Сред.
12:15
07 мая
07 мая
Reiterates bullish thesis following Q1 results
Reiterates a bullish thesis following Q1 results, arguing the attractive forward P/E justifies multiple expansion to 12-14x.
Сред.
13:17
05 мая
05 мая
Adding to long position on valuation gap
Author is adding to a long position, citing a structural margin advantage, strong net income growth, and an unjustified valuation gap compared to peers.
Сред.
14:20
17 мар
17 мар
Highlights Inter&Co's highly conservative loan book
Highlights the company's conservative loan book with 67% secured loans and lowest funding costs.
Сред.
16:38
23 фев
23 фев
Questions selloff in Brazilian stocks
Questions if the selloff in Brazilian stocks is justified by events in Mexico, noting the geographic distance.
Низ.
15:30
13 фев
13 фев
Management projects strong revenue growth for 2026
Notes management guidance suggests 2026 will outperform 2025, projecting at least 24% revenue growth without increased risk.
Сред.
14:50
11 фев
11 фев
Undervalued stock delivering outstanding quarters warrants holding
Author discloses an ongoing long position, arguing the stock remains massively undervalued if it achieves its mid-term targets following consecutive outstanding quarters.
Сред.
Об аналитическом покрытии INTR
Buzzberg отслеживает INTR (Inter & Co, Inc.) в 4 источниках. Бычьих сигналов: 4, медвежьих: 0, от 5 аналитиков. Сентимент преимущественно бычий (7%). Всего отслеживается 56 торговых идей. Последние спикеры: thebigberbowski, @MoodyWriter13, u/Acceptable-Leek1546.