XP
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Brazil’s largest investment platform is under pressure to take part in the operation after its role in distributing CDBs issued by Daniel Vorcaro’s Banco Master.
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Preview points to a near 13% EBITDA drop and double-digit EPS decline, leaving valuation stretched despite a higher target price.
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Regulator reinforces fiduciary duty and targets conflicts tied to CDBs from Banco Master and COEs linked to Braskem and Ambipar distributed at scale.
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December data point to stronger trading activity and recurring revenues, supporting a more constructive view on the exchange operator.
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The brokerage elevates Panobianco’s expansion narrative, positioning the FIDC as the backbone of a more ambitious growth plan.
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Move aims to restore investor confidence, but structural flaws in XP’s high-risk product model remain under scrutiny.
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Investors report losses of up to 94% and accuse brokerages of selling complex products as fixed income; Brazil’s CVM and public prosecutors may step in.
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Net income more than doubled among 386 listed firms, revenue rose 9.6% to R$1.02 trillion, but analysts flag cooling demand and risks from U.S. tariffs