stock
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NYSE:PAGS
40.49
+1.11 (+2.82%)
As of 2020-10-23 Close (EST)
52 Week Rng -
Market Cap -
Avg Volume -
1M Volatility -
Short Ratio -
P/E Ratio (TTM) -
P/E Ratio (Fwd) -
P/B Ratio -
Div & Yield -
BUY
75,000
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ACTION
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SHARES
STATUS
BUY
123,152
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ACTION
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SHARES
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BUY
200,000
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OcelotCapital Duke Emerging Market Portfolio Management (Fall 2020) Sep 2020

OCELOT CAPITAL | BUY PAGS | PagSeguro | 200,000 Shares

PagSeguro is a LATAM based financial technology company that offers digital payment solutions, in-person payments and prepaid cards.

Objective: We see high prospects for the digital payments and e-commerce sector in Latin America and PagSeguro is part of that strategic play.

Catalysts: The stock price has fallen in the last month, partially due to the exposure the company had to the Wirecard scandal. Despite these sell-offs, shares are still up 14.5% year to date. On Aug 19, they announced a partnership with TikTok that allows users to check their PagBank balances. Furthermore, they purchased Wirecard's Brazil operations. Financially, their earnings are expected to increase by 77% indicating a bullish future.

Risks: The current PE ratio is 55.4x which is above the industry average of 31.83x. Hence it is trading at a higher relative price than peers. Furthermore, as a growing startup, it is volatile. However, given our investment in MercadoLibre, we can counteract some of the company-specific risk.

[SELL]
1,000
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ACTION
TICKER
SHARES
STATUS
[SELL]
1,074
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ACTION
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SHARES
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emery Stockfuse Continuum (US) Mar 2020

Automatic trade executed by Stockfuse to ensure margin compliance.

SELL
15
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ACTION
TICKER
SHARES
STATUS
BUY
1,656
Filled
ACTION
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TriiStockteteers OLD|Aalto Investment Management Game (Spring 2020) Jan 2020

PagSeguro Digital is a mid cap firm with a high P/E ratio and fits well into our passive mid cap growth strategy.

[SELL]
200
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[SELL]
500
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[SELL]
3,000
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[SELL]
1,833
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[SELL]
280
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[SELL]
50
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BUY
0
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BUY
124,000
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DUKE_TRADING_TURTLE Duke Emerging Market Portfolio Management (Fall 2019) Oct 2019

PAGS filed for a secondary offering today of 16.75 million shares, which resulted in a drop of over 16%. We believe that this was an overreaction of the market and that this a great opportunity to purchase additional shares at a very low price.

[SELL]
5
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BUY
110,000
×
ACTION
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DUKE_TRADING_TURTLE Stockfuse Continuum (US) Sep 2019

PagSeguro Digital is a Braziliaan e-commerce service for commercial operations. They are one of the only companies of its kind in Brazil as well as all of South America. CNN Money has projected a $1.22 earnings per share as well as a 36.23% annual growth rate.

[SELL]
3,200
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[SELL]
20
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[SELL]
1,000
Filled
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