DLocal: Great Business; Stock Remains Expensive (NASDAQ:DLO)
DLocal continued to produce incredible growth in 2Q22. Click to read why we don't think DLO stock offers an attractive buying opportunity at its current price.
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DLocal continued to produce incredible growth in 2Q22. Click to read why we don't think DLO stock offers an attractive buying opportunity at its current price.
We believe that ARPU trend reversal and subsidiaries going public are catalysts likely to move the stock. KT is a cheap stock, likely due to the lack of exciting growth story.
5G is reversing the declining ARPU trend. But intense competition and the lack of killer apps hinder 5G from significantly increasing ARPU for SK Telecom.
We think Deutsche Telekom might be suitable for those who are looking for defensive stocks with stable dividends. Read more on DTEGY stock here.
We think the competitive landscape is unlikely to change much: T-Mobile will gain market share while its competitors are trying to retain it. Read why here.