MercadoLibre is in talks with Brazilian regulators as part of its push to allow pharmacies to sell medications on the company’s local marketplace https://t.co/jDNx3HFR6Z ...

Core Insights - Latin American e-commerce firm MercadoLibre is venturing into online pharmaceutical sales through a newly acquired drugstore in Brazil, marking a significant expansion into the healthcare sector [1] Company Developments - The local head of MercadoLibre announced the initiative to test online pharmaceutical sales, indicating a strategic move to diversify its offerings and tap into the growing e-pharmacy market in Brazil [1] Industry Trends - The entry of e-commerce platforms like MercadoLibre into the pharmaceutical sector reflects a broader trend of digital transformation in healthcare, as companies seek to leverage online sales channels to meet consumer demand [1]

MercadoLibre (NASDAQ: MELI ) continues to reinforce its positioning as a powerhouse in both the e-commerce and fintech spaces in Latin America, with the company benefiting from strong network effects and an ever-evolving line ofHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of fin ...

MercadoLibre (NASDAQ: MELI ) continues to reinforce its positioning as a powerhouse in both the e-commerce and fintech spaces in Latin America, with the company benefiting from strong network effects and an ever evolving lineHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of financ ...

Since my last analysis of MercadoLibre (NASDAQ: MELI ), in which I issued a Strong Buy rating, the stock has gained 15.5% in price; this compares to just 11% for the S&P 500.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MELI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock ...

Since my last analysis of MercadoLibre (NASDAQ: MELI ), in which I issued a Strong Buy rating, the stock has gained 15.5% in price; this compares to just 11% for the S&P 500.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MELI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock ...

Core Points - Fitzroy Minerals Inc. has filed its notice for the annual general and special meeting of shareholders scheduled for October 24, 2025 [1] - The mailing of meeting materials has been affected by the 2025 Postal Strike, potentially delaying delivery to shareholders [2] - The meeting will cover the approval of financial statements, election of directors, re-appointment of auditors, and ratification of a stock option plan [3] Meeting Details - The meeting will take place on October 24, 2025, at 3:00 pm Pacific Time in Vancouver, BC [1] - Shareholders are encouraged to vote by the deadline of October 22, 2025, at 3:00 pm Pacific Time [4] Company Information - Fitzroy Minerals is focused on exploring and developing mineral assets in the Americas, with projects in Chile, Argentina, and Canada [7] - The company is listed on the TSX Venture Exchange under the symbol FTZ and on the OTCQB under the symbol FTZFF [7]

PresentationKen Nagayama Good afternoon, London. And because we're streaming this event also through the web, we're also wishing a good morning to all our participants from the U.S. Welcome to the Aurubis Capital Market Day 2025. Thank you very much for coming. I hope you all had safe travels here. And I hope you're also as excited as I am about today's presentations. My name is Ken Nagayama. And since the beginning of the year, I'm heading the Investor Relations department at Aurubis, after having had seve ...

It can be pretty tough to predict when the next share split will be for any given name. ...

Core Insights - MercadoLibre's lending growth is outpacing profitability, raising concerns about margin stability [1] - The company's credit volume surged 91% year-over-year to $9.3 billion, with credit cards making up 43% of the loan book [2][8] - Net Interest Margin After Losses decreased to 23% from 31.1% a year ago, indicating pressure on profitability [2] - High levels of loans over 90 days past due at 18.5% suggest ongoing credit quality issues [3][8] - Increased competition from Sea Limited and Nu Holdings in the fintech space is likely to intensify pressure on lending margins [5] Lending Growth and Financial Metrics - Total credit volume increased by 91% year-over-year to $9.3 billion, driven by a 118% rise in credit card usage [2][8] - Fintech revenues grew 30% year-over-year to $2.95 billion, reflecting strong lending momentum but also highlighting efficiency challenges [2] - The Zacks Consensus Estimate for third-quarter 2025 fintech revenue is projected at $3.23 billion, indicating a 27% year-over-year increase [2] Credit Quality and Risk Factors - Provisioning and funding costs are expected to rise faster than income, putting operating leverage at risk [3][4] - New credit card cohorts typically take several quarters to reach breakeven, maintaining pressure on returns during rapid issuance [3] - The combination of higher reserves, slower cohort profitability, and elevated funding needs could keep margins under pressure [4] Competitive Landscape - MercadoLibre faces increasing competition from Sea Limited and Nu Holdings in digital lending and credit services across Latin America [5] - Sea Limited is expanding personal loans and payment products in Brazil and Mexico, overlapping with MercadoLibre's offerings [5] - Nu Holdings is leveraging its customer base and data-driven underwriting to accelerate credit card and consumer lending growth [5] Stock Performance and Valuation - MELI shares have increased 26.7% year-to-date, outperforming the Zacks Internet-Commerce industry and the Retail-Wholesale sector [6] - The stock is currently trading at a forward 12-month Price/Sales ratio of 3.27X, compared to the industry's 2.23X [10] - The Zacks Consensus Estimate for MELI's third-quarter 2025 earnings is $9.88 per share, indicating a 26.18% year-over-year growth [13]