O Inter performed an exchange in your wallet dividends for the month of February published this week.
The broker chose to change the Gerdau (GGBR4) per CSN (CSNA3), one of the highlights in January, up 30%. According to analyst Gabriela Joubert, who signs the portfolio, the company should show better results with a good contribution from the mining segment.
For Joubert, the company is moving towards restructuring its business, becoming a holding company, controlling companies not only in the steel industry, but also in mining, cement, logistics and energy.
“In the steel segment, we should see the company benefit from recent price increases in international markets, which influenced the company to lead announcements of price increases in the domestic market, in effect from January”, he argues.
The analyst also recalls that with strong exposure to the automotive sector, the company should benefit from the expected normalization of automotive production in the country, with the cooling of the effects of the global semiconductor crisis.
Inter projects a dividend yield of 11.9% in CSN for 2023.
See the full selection:
| Company | ticker | DY |
|---|---|---|
| Bank of Brazil | BBAS3 | 5.2% |
| Petrobras | PETR4 | 8.5% |
| BB Security | BBSE3 | 12.0% |
| Sanitize | SAPR11 | 9.2% |
| CSN | CSNA3 | 14.4% |
| Energias do Brasil | ENBR3 | 4.6% |
| odontoprev | ODPV3 | 11.5% |
| Taesa | TAEE11 | 3.5% |
| São Paulo Transmission | TRPL4 | 12.3% |
| OK | VOUCH3 | 42.9% |
Source: Moneytimes
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