After reaching an important support level, DLocal (DLO) could be a good stock pick from a technical perspective. DLO surpassed resistance at the 200-day moving average, suggesting a long-term bullish trend.A useful tool for traders and analysts, the 200-day simple moving average helps determine long-term market trends for stocks, commodities, indexes, and other financial instruments. It moves higher or lower in conjunction with longer-term price performance, and serves as a support or resistance level.Share ...

Core Viewpoint - DLocal (DLO) shows a promising earnings outlook, with analysts raising their earnings estimates, which may positively impact the stock price [1][2]. Earnings Estimate Revisions - Current-quarter earnings are projected at $0.14 per share, reflecting no year-over-year change, with a 21.74% increase in the Zacks Consensus Estimate over the last 30 days due to one upward revision [4]. - For the full year, the earnings estimate stands at $0.47 per share, indicating an 18.97% decrease from the previous year, but there has been a 12.8% increase in the consensus estimate due to two upward revisions [5]. Zacks Rank and Performance - DLocal has achieved a Zacks Rank 2 (Buy), indicating strong agreement among analysts on positive earnings revisions, which historically correlates with stock performance [6]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have shown significant outperformance compared to the S&P 500 [6]. Stock Performance - DLocal's stock has gained 19.7% over the past four weeks, driven by solid estimate revisions, suggesting potential for further growth [7].

In this video, I will cover DLocal's (DLO 15.60%) third-quarter earnings, which made me increasingly bullish on the company's future. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Nov. 13, 2024. The video was published on Nov. 13, 2024. ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Financial Data and Key Metrics Changes - Total payment volume (TPV) reached $6.5 billion, up 41% year-over-year and 8% quarter-over-quarter [26] - Gross profit reached a record of $78 million, up 5% year-over-year, with adjusted EBITDA of $52 million, representing an adjusted EBITDA margin of 28% [30][39] - Net income was $27 million, down 42% quarter-over-quarter and 34% year-over-year, primarily impacted by lower finance results [40] Business Line Data and Key Metrics Changes - Cross-border flows grew 12% quarter-over-quarter and 35% year-over-year, reaching $3 billion in TPV [26] - Local-to-local TPV increased by 4% quarter-over-quarter and 47% year-over-year, with strong performance in Mexico and Argentina [26] - Pay-ins business grew 8% quarter-over-quarter and 35% year-over-year, while payouts business grew 7% quarter-over-quarter and nearly 60% year-over-year [28] Market Data and Key Metrics Changes - Strong performance reported in Argentina, Mexico, Egypt, and other Latin American countries, particularly Colombia and Peru [11][26] - Significant growth in Africa and Asia, with gross profit in these regions increasing by almost 50% year-over-year [31] Company Strategy and Development Direction - The company is focused on expanding its merchant base and enhancing its product offerings, including the launch of new payment methods and technology improvements [18][22] - Continued investment in licenses across emerging markets is seen as a competitive advantage, with new licenses obtained in Nigeria, Ecuador, and Uganda [23][87] - The orchestration product allows merchants to maintain flexibility while benefiting from the company's technology stack [90] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term growth potential, driven by the increasing demand for digital payments and the company's ability to innovate [48][49] - The company is cautious about Q4 results due to seasonality but noted strong trends in TPV so far [93] - Management emphasized the importance of diversification in mitigating risks associated with emerging markets [53][64] Other Important Information - The company achieved a cash conversion rate of nearly 100% to net income, with a strong liquidity position of $320 million [42] - Operating expenses reached $37 million, a 6% decrease quarter-over-quarter, while still investing in product development and IT capabilities [37] Q&A Session Summary Question: Gross profit loss in Brazil - Management explained that the loss was due to a specific merchant's regulatory changes requiring direct contracts with acquirers, which is not expected to affect other merchants [54][56] Question: Decrease in G&A expenses - Management confirmed that while G&A expenses decreased, investments in product and IT would continue, with expectations of slight increases in costs moving forward [57][58] Question: Strong gross profit growth in other geographies - Management highlighted that many newer markets are cross-border and that diversification is driving long-term growth opportunities [62][64] Question: Fourth quarter guidance as a run rate for 2025 - Management indicated that while Q4 is expected to show strong seasonal growth, it is too early to provide guidance for 2025 [66][68] Question: Competitive advantage in remittances - Management noted that speed of payout and competitive FX pricing are key advantages, along with a strong technology stack and local integrations [70][72] Question: Gross profit margin expectations - Management discussed the potential for cost reductions as the business scales, but noted that predicting specific margins is challenging due to various factors [75][78] Question: Future investments and operational leverage - Management indicated that disciplined investments would continue for several quarters before achieving full operational leverage [81][82] Question: Impact of new licenses on income statement - Management clarified that while licenses do not directly reduce costs, they provide a competitive advantage that could lead to increased volumes over time [87][88] Question: Payments orchestration solution - Management explained that the orchestration solution is optional for merchants, allowing them to choose between maintaining simplicity or having direct contracts with processors [90]

Earnings Presentation Q3 2024 d local EARNINGS PRESENTATION | Q3 2024 Mark Ortiz Chief Financial Officer Maria Oldham Pedro Arnt Chief Executive Officer SVP of Corporate Development, Strategy and Investor Relations 2 EARNINGS PRESENTATION | Q3 2024 3 Safe Harbor This presentation may contain forward-looking statements. These forward-looking statements convey dLocal's current expectations or forecasts of future events, including guidance in respect of total payment volume, gross profit, Adjusted EBITDA and A ...

DLocal (DLO) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this online payment company would post earnings of $0.09 per share when it actually produced earnings of $0.15, delivering a surprise of 66.67%.Over the last four quarters, the com ...

Third Quarter 2024Robust TPV growth, up 41% YoY and 8% QoQ, driven by strong performance across various verticals and countriesRecord gross profit reaching $78M in the quarter, with net take rate stable at 1.2% since Q1 2024Operating leverage expansion for the 2nd consecutive quarter, with Adjusted EBITDA over gross profit margin reaching 67% in Q3 2024 (+6 p.p. QoQ) dLocal reports in US dollars and in accordance with IFRS as issued by the IASB MONTEVIDEO, Uruguay, Nov. 13, 2024 (GLOBE NEWSWIRE) -- DLocal L ...

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

MONTEVIDEO, Uruguay, Oct. 15, 2024 (GLOBE NEWSWIRE) -- DLocal Limited (NASDAQ: DLO, "dLocal" or the "Company"), a technology-first payments platform enabling global enterprise merchants to connect with billions of consumers in emerging markets, intends to release financial results for its third fiscal quarter ended September 30, 2024 on November 13, 2024 after market close. The Company will host a conference call and video webcast on November 13, 2024 at 6:00 p.m. Eastern Time. Please click here to pre-regi ...