A Petrobras The company was again Separator It was most recommended in the wallet, according to a survey CNN With seats and brokers. Copel, Eletrobras and ITAú Unibanco also follow the list.
The assessments of five financial institutions: Agora, BTG Pacual, Empiricus, Santander and XP were seen.
Options with 4 indicators:
- Copel (CPLO6);
- Eletrobras (Elet3);
- ITAú Unibanco (ITub4);
- Petrobras (Petr4).
Options with 3 indicators:
According to BTG Pacual, Petrobras maintains several positive points, such as solid production, and cash flow associated with dollars and cash flow Profit – Which measures the performance of the procedure – attractive, along with “the structure of the governance that, although it does not include, although it is not free from failure, includes great protection.”
Santander also indicated that Capex – which measures capital expenditures – over the five years coming from the state -owned company to $ 111 billion, from 102 billion dollars in the previous projection.
In the case of Copel, Santander analysts indicated that the market expects a Profit 6 %, with some warnings regarding the robbery of unnecessary assets and distributing part of the resources to shareholders.
About Eletrobras, BTG Pacual has quoted that it is still one of the cheapest names in mediation coverage.
“The difference from evaluation Regarding its peers, this is explained by the perception of greater complexity, greater risks of governance and minor profits, “the analysts said, noting that the closed agreement with the government eliminates any risk of governance.
Agora has already stated that ITAú UNIBANCO offers a “defensive group” amid an uncertain scenario for macroeconomics, with strong capital and good profit growth.
Analysts said: “For 2025, we hope that ITAú has 11.3 % in net profit, with ROE by 21.9 %.”
Global context
The Freezing Research report indicated that Ebophisa rose again in March after February, not made great gains. Last month, the scholarship received 6.08 % increase Compared to the previous month.
Analysts also pointed to the slowdown in the economy at the end of 2024, which was indicated by the fall of 1 % of GDP (GDP) No 4 third.
“This indicates that high interest rates began to perform its function in reducing activity and inflation. In fact, the latest IPCA readings showed less than expectations, which at least remove the potential risks of uninterrupted inflation.”
Also, the project to exempt the government income tax for a salary of $ 5,000 came with compensation for reduced part of the concerns that worry about investors, according to the Osaricus analysts.
