Filtered library · Theme
Emerging markets theme · 4 dossiers
Dossiers in the Emerging markets theme — 4 stocks moving on the same story.
CurrentWorked on 11 October 2026 · accelerating.
All 4 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers VEON VEON Ltd. ADS Medium VEON's fast-growing digital businesses led it to raise 2026 revenue guidance to 15%-18% growth and expand its buyback to about $200 million; the 6 November 2026 third-quarter report shows whether profit margins keep pace. INTR Inter & Co. Inc. Class A Low Inter & Co.'s record profits now come with an election-driven 32% four-day jump in its shares; Brazil's 25 October 2026 presidential runoff decides whether the rally holds, and third-quarter results test the earnings side. SBS COMPANHIA DE SANEAMENTO B SICO DO ESTADO DE SAO PAULO-SABESP ADS'S Low Sabesp's shares now trade on Brazil's 25 October presidential runoff more than on its water business: the first-round rally lifted the ADS to $6.59, near the $6.736 average analyst target. The runoff and the November quarterly report… XP XP Inc. Low XP Inc. shares have priced in a market-friendly Brazilian election, rising 84.5% in three months to a record $30.21 close on 8 October 2026. The 25 October 2026 runoff between Flávio Bolsonaro and President Lula settles whether that…