Petrobras actions lead to brokerage recommendations in April
Petrobras brokerages and banks led the most recommended actions ranking in April, according to a survey Broadcasting Investments With 13 organizations. The state -ownership company appears in 10 wallets, resuming the front part of Ita in March.
Ita fell to second place in April, which was the most suitable last month, from 11 recommendations in March to 9 in April. March, as the portfolio, has attracted attention to the same composition of companies in the entire month. Generally, only a broker does not change the recommendation. For April, the four houses put the same names exactly. Of these four, only the weight of each paper inside the three portfolio was changed.
In the highlight of the highlights inside Ibovespa, the highlight whale, which showed a leap from March to April, was third to the sixth place. The mining company has six purchase recommendations, the same amount for Eletrobras. Among the factors that have pointed out the mining company, Santander is the start of a strong re -umption of industrial activities in China, renewing the high levels of iron ore prices, to unlock the value of dividends and action repurchase programs and minority sales of the primary metal department.
About Eletrobras, an active investment, which is one of the six houses recommended to expose paper for April, has decided to increase the weight of paper in the wallet after the company and the government participated in the referee agreement, which eventually confirmed its status. Although there is recent noise, such as the appointment of Guido Mante in the company’s financial council, we believe that the company can now resonate its fundamentals more confidently.
Four papers occupy the fourth place in the most recommended, five nominations each, Cope, Curie, Equatorial and JBS. In the case of JBS, the company has been in office compared to last month. The meat has three fewer recommendations for multi -nor, but March and Kopal continue the same five nominations last month.
BTG Pactual said it was very optimistic about its portfolio 10Y in April and the low -income home section. For this reason, he played the role of Carrie in nominations, saying that access was not good for the ‘My House My Life’ program. “Curie is showing exformance operating and financial results, Launches and sales are 50% A/A/A/A/A/A/A/A/A/A/A/A/A/A/A/A/A/A in 2024.”
Speaking of the Equatorial, Terra Investmentos said, in addition to the strong performance in the distribution of fuel, he recently entered the sanitation field. “In addition, the Equatorial Capex has a strong investment, which targets the resuscitation and expansion of assets, especially in Gois. The company has a great valuation capacity, even if the debt is increased.”
Finally, with every four recommendations, the actions of Prio, Telephonica Bryl (Vivo), Sabesp, Suzano and Veg. Prio was not even suitable for March, and only two wallets appeared. The telephonica received an additional vote compared to the last month, Sabes and Suzano lost their nomination each and had two fewer recommendations for WEG in April. In all, 55 companies were in the main portfolios in April, with a total of 131 nominations divided between banks and brokers.
