Tech Brazilian Community
Our community narratives are driven by numbers and valuation.
Tech Brazilian Investing Ideas
INTB3: Inclusion In Brazil IBRX Index Will Unlock New Potential
Key Takeaways Short-term margin pressure from ERP migration is resolving, with improved productivity and operating leverage expected to boost earnings and margins going forward. Accelerated growth anticipated from expanding IoT, security, and smart home products, alongside stronger distribution channels and rising digitalization in Latin America.Read more
Slower Security And Energy Segments Will Pressure Results Yet Higher Margins Should Eventually Support Upside
Catalysts About Intelbras, Indústria de Telecomunicação Eletrônica Brasileira Intelbras develops and sells security, ICT and energy solutions, with a broad presence across Brazil and a growing ecosystem of integrated products. What are the underlying business or industry changes driving this perspective?Read more
Electronic Security Leadership And Margin Expansion Will Drive Strong Upside Potential
Catalysts About Intelbras, Indústria de Telecomunicação Eletrônica Brasileira Intelbras is a Brazilian provider of integrated security, connectivity and energy solutions, serving residential, corporate and infrastructure customers across the country. What are the underlying business or industry changes driving this perspective?Read more
