carmen marín

T2 · manager / operator

Former BBVA international trade finance executive (commodities, project finance, supply chain finance) who left to build Twinco, a purchase-order financing platform for emerging-market manufacturers. 20+ years in trade finance.

1 call·1 name·100% bull·last heard last month·itnig
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$SANBanco Santander

Santander leads first-ever purchase-order securitization vehicle validating Twinco's asset class

Santander's leadership of the inaugural purchase-order securitization SPV signals institutional acceptance of supply-chain receivables as investment-grade assets, enabling lower-cost funding for emerging-market manufacturers.

itnig2026-07

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$SAN
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Banco Santander
MEDcarmen marín·itnig·last month
Santander leads first-ever purchase-order securitization vehicle validating Twinco's asset class
Santander's leadership of the inaugural purchase-order securitization SPV signals institutional acceptance of supply-chain receivables as investment-grade assets, enabling lower-cost funding for emerging-market manufacturers.
"En este caso es liderado por el Banco Santander y entonces el Banco Santander pues pone financia ese vehículo ya el liderado, ¿qué significa? que ellos ponen su licencia bancaria,…"
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