Category: Companies
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Itaú Unibanco (ITUB4/ADR ITUB) and Itaúsa (ITSA4) – Comprehensive Long-Term Investment Analysis
Itaú Unibanco is Brazil’s leading private bank, known for strong profitability and consistent dividends, making it attractive for investors. This analysis presents Itaú’s business model, financial performance, competitive advantages, dividend policies, and growth potential. It contrasts investing directly in Itaú with investing through its holding company, Itaúsa, highlighting unique benefits and risks associated with each.
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Banco do Brasil (BBAS3/ BDORY) – Long-Term Investment Analysis
Banco do Brasil (BDORY), Brazil’s oldest bank, offers strong profitability and high dividend yields amid a competitive landscape, but faces specific risks tied to agribusiness and government influence.
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Petrobras (PETR3, PETR4, PBR): Full 2025 Financial Analysis of Brazil’s Energy Giant
Petrobras (PBR ADR, PETR3, PETR4) is Latin America’s largest energy company and one of the world’s biggest oil producers. The company plays a vital role in Brazil’s economy, not only as a state-controlled enterprise but also as a major global exporter of high-quality crude. Petrobras today operates with world-class upstream assets, growing dividend payouts, and…
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Vale (VALE3 / VALE): 2025 Financial Analysis of Brazil’s Mining Titan
Vale S.A. is a leading force in the global mining industry. Known primarily for iron ore, it is expanding its presence in base metals, used in energy transition
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JHSF (JHSF3) Stock Analysis: High-Yield Exposure to Brazil’s Luxury Ecosystem
JHSF Participações S.A. (B3: JHSF3) is unlike any other real estate company in Brazil. It offers integrated exposure to luxury real estate, high-end shopping centers, boutique hotels and restaurants, and private aviation infrastructure. The company’s long-term strategy to build a vertically integrated lifestyle platform is now translating into record results, recurring cash flows, and a…
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Lojas Renner (LREN3) is keeping an eye on lower price ranges to adapt to the new reality of Brazilian consumers
The company also mentions aiming for greater accuracy and better inventory management to overcome the challenging macroeconomic situation. Lojas Renner (LREN3) is adapting to the new reality of Brazilians after a period of high inflation and interest rates that eroded part of the population’s income. In an interview with InfoMoney after the second-quarter results of…
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Ibovespa closed with a 1.46% increase on Monday and rose 3.27% in July. What drove the index’s growth?
The index registered its fourth consecutive month of gains, primarily driven by commodities-related stocks this time. In July, the Ibovespa closed with a 3.27% increase, marking its fourth consecutive monthly gain. On the last trading day of the month (July 31st), the main index of the Brazilian stock exchange rose, driven by commodity exporters and…
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Petrobras (PETR4) announces a new dividend policy and will pay 45% of free cash flow to shareholders
The new policy allows for share buybacks, which, when executed, will be carried out through an approved structured program by the Council. The Board of Directors of Petrobras (PETR3; PETR4) announced on Friday (28th) that it has approved its new dividend policy, which also allows for share buybacks, according to a document sent to the…
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Vale (VALE3) announces the sale of 13% of its basic metals business for US$ 3.4 billion
The transaction valued the mining company’s metals division at US$ 26.0 billion On Thursday (27th), Vale (VALE3) announced that it has signed a binding agreement with Manara Minerals and the American asset manager Engine No. 1 to sell a 13% stake in its basic metals unit (VBM) for the amount of US$ 3.4 billion. The…
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Unveiling Brazil’s Stock Market and Investment Fund Landscape: A Guide for Foreign Investors
Introduction:Brazil’s stock market, known as B3 (Bolsa de Valores, Mercadorias e Futuros), and its investment fund landscape offer foreign investors ample opportunities to participate in Brazil’s dynamic capital markets. In this blog post, we will provide an overview of Brazil’s stock market and delve into the investment fund landscape, discussing the main indices, top-listed companies,…