Document Name
pdf icon BCP Research - Liberty Latin America (LILAK) - Initial thoughts - neutral outright (October 17 2019)
pdf icon BCP Research - GDS Holdings Ltd (GDSHDG) - 2Q19 results - positive (October 16 2019) 2019.pdf
pdf icon BCP Research - Sibanye-Stillwater (SGLSJ) - Thoughts on internal restructuring - move to Swap-Positive (October 10 2019)
pdf icon BCP Research - Gol (GOLLBZ) - If the Shoe Fits - Delta exits stake in Gol - AA Eligible Bachelor (September 27 2019)
pdf icon BCP Research - Sibanye-Stillwater (SGLSJ) - 1H19 results & initial thoughts - upgrade to positive (September 23 2019)
pdf icon BCP Research - Huazhu (HTHT) - 2Q19 results - neutral (September 10 2019)
pdf icon BCP Research - Petropavlovsk (POGLN) - 1H19 results solid - attractive outright convert (September 10 2019)
pdf icon BCP Research - Mercado Libre (MELI) - 2Q19 earnings - strong (August 12 2019)
pdf icon BCP Research - First Majestic Silver (FRCN) - 2Q19 results - neutral - maintain neutral on convert (August 7 2019)
pdf icon BCP Research - Polyus (PGILLN) - 2Q19 IFRS results - strong (August 6 2019)
pdf icon BCP Research - Tullow Oil PLC (TLWLN) - neutral 1H19 results - production guidance lowered (July 25 2019)
pdf icon BCP Research - Gran Tierra (GTE) - Offer to purchase converts - downgrade to neutral (June 11 2019)
pdf icon BCP Research - NII Holdings (NII) - Update on review process - attractive ST play (June 6 2019)
pdf icon BCP Research - NII Holdings (NII) - 1Q19 Results - Updates on AMX Acquisiton (May 16th 2019)
pdf icon BCP Research - Cemex (CEMEX) - 4Q18 earnings release - soft - upgrade to positive (April 25th 2019)
pdf icon BCP Research - Kaisa Group Holdings Limited (KAISAG) - Positive 2H18 preliminary results (March 27th 2019)
pdf icon BCP Research - Tullow Oil PLC (TLWLN) - Initial thoughts on convert (January 16th 2019)
pdf icon BCP Research - Mercado Libre (MELI) - Initial thoughts - attractive outright (January 7th 2019)
pdf icon BCP Research - Gran Tierra (GTE) - Initial thoughts fairly valued - positive fundamentals & guidance (December 20th 2018)
pdf icon BCP Research - NII Holdings (NII) - Initial thoughts not compelling outright - Implied vol attractive (December 6th 2018)