Nu Holdings Limited Registered (A) WKN: A3C82G ISIN: KYG6683N1034 Kürzel: NU Forum: Aktien Thema: Hauptdiskussion

$NU | Nubank Q3'24 Earnings Highlights: 🔹 Revenue: $2.94B (Est. $2.95B) 😐 🔹 EPS: $0.11 (Est. $0.10) 😐 🔹 Adjusted Net Income: $592.2M (Est. $554.1M) 🟢 🔹 Net Income: $553.4M, up from $303.0M in Q3'23; UP +82.7% YoY 🔹 Gross Profit: $1.35B, up +67% YoY FXN 🔹 Gross Profit Margin: 46%, up from 43% in Q3'23 Operating Metrics: 🔹 Total Customers: 109.7M, up +23% YoY 🔹 Active Customers: 91.7M (Activity Rate: 84%) 🔹 Monthly Average Revenue per Active Customer (ARPAC): $11.0, up +25% YoY FXN 🔹 Monthly Average Cost to Serve per Active Customer: $0.7, up 2% YoY (adjusted for FX one-offs) Portfolio Metrics: 🔹 Total Credit Card and Lending Portfolio: $20.9B, up +47% YoY FXN 🔹 Interest-Earning Portfolio (IEP): $11.2B, up +81% YoY FXN 🔹 Deposits: $28.3B, up +60% YoY FXN Asset Quality: 🔹 15-90 NPL Ratio (Brazil Consumer Credit): 4.4%, down 10 bps QoQ 🔹 90+ NPL Ratio: 7.2%, up 20 bps QoQ Net Interest Metrics: 🔹 Net Interest Income (NII): $1.7B, up +63% YoY FXN 🔹 Risk-Adjusted Net Interest Margin (NIM): 10.1%, up +110 bps YoY Cost Structure: 🔹 Cost of Financial and Transactional Services: $1.59B, representing 54% of revenue (down from 57% in Q3'23) 🔹 Operating Expenses: $624.8M, representing 21% of revenue (down from 24% in Q3'23) Regional Highlights: 🔸 Brazil: Customer base increased 18% YoY to 98.8M, representing 56% of Brazil’s adult population. 60% of monthly active customers identify Nubank as their primary banking account. 🔸 Mexico: Added 1.2M net new customers, reaching 8.9M total customers. 🔸 Colombia: Reached 2.0M customers, supported by the growth of the Nu Cuenta product.

Wird spannend. Die Latte liegt hoch…

Heute earnings

Die 100 millionen Marke wurde geknackt.

https://international.nubank.com.br/company/nubank-reaches-100-million-customers-in-brazil/

Anfang der Woche können mega geile Zahlen. Ich sage die 17$ fallen.

Sicher

Bist du investiert?

Short Attacke mit 20000 Aktien? Nu ist ca 100 Mrd Dollar Wert nicht möglich deine Aussage

Ah, Danke für die Info👍

Aktuelle war eine Sort Attacke mit 20.000 Aktien, welche aber bereits wieder zurückgekauft wurde. Leider hat es aber einige SL mitgerissen, aber am Montag geht's garantiert aufwärts.

Warum der Kursrückgang in den letzten Tagen? Aber charttechnisch ( GD50 und GD200 ) alles in Ordnung

https://international.nubank.com.br/consumers/nubank-launches-nucel-new-mobile-phone-service/

Drittgrößte Position geht 🪄

Moin☕️

Was geht leute