Americanas (AMER3), Ambev (ABEV3) and dividends: Last week’s Buy or Sell highlights

The case of Americanas spills over into Ambev (Image: REUTERS/Paulo Whitaker)

A Americans (AMER3) remains a hot topic in the market. In the last week, it was the search leader on the Money Times.

The case of the retailer and the discovery of accounting inconsistencies even spilled over into the Ambev (ABEV3), accused of having a shortfall of R$ 30 billion in its results by the Brazilian Beer Industry Association (CervBrasil).

The accusation resonated so much that the brewery even published a statement to the market rebutting the speculation. In the document, Ambev reinforced that the accusation “is false” and was promoted “in an opportunistic and irresponsible way”.

See the editorial highlights below. Buy or Sell last week:

10th place – Banks: Americanas (AMER3) can worsen what was already bad, say analysts; see what to expect from 4Q22

Banks enter 2023 without the glow they once had in times of ‘fat cows’. Bad debt, risk in the loan portfolio, increased provisions for doubtful debts, called PDD, add up to a year whose economic growth will not be exciting – the Focus Bulletin of Monday indicates a GDP growth of just over 0.8%.

Check out the full article here.

9th place – VALE3, ITSA4 and 3 more shares to seek dividends of up to 14.5% in February, according to Agora

Ágora Investimentos swapped Energisa (ENGI11) shares for Auren (AURE3) in the recommended dividend portfolio for February. In addition to the new member, BB Seguridade (BBSE3), Itaúsa (ITSA4), Vivo (VIVT3) and Vale (VALE3) make up the portfolio.

Check out the full article here.

8th place – 5 shares to seek up to 45% profit in the first days of February, according to Terra

The Terra Investimentos brokerage maintained the same recommendations as last week in its recommended stock portfolio for the period from January 30th to February 3rd. The portfolio comprises Itaú (ITUB4), Marfrig (MRFG3), Totvs (TOTS3), Usiminas (USIM5) and Vibra Energia (VBBR3).

Check out the full article here.

7th place – Dividends of up to 64%: 5 shares that pay more than the current Selic rate of 13.75%

The dividends distributed by Petrobras (PETR3;PETR4) in the last 12 months beat the current percentage of the Selic rate of 13.75%, shows the Economatica/TC survey, at the request of Money Times. The state-owned stock was the Ibovespa (IBOV) that delivered the highest earnings in the period.

Check out the full article here.

6th place – Dividends: Petrobras (PETR4) should lose the position of largest payer for agro action, says Genial

Petrobras (PETR4) is likely to lose its position as the largest dividend payer on the stock market, predicts Genial Investimentos. According to the broker’s calculations, BrasilAgro (AGRO3) will occupy this position.

Check out the full article here.

5th place – Selic at 13.75%: Copom’s first decision in 2023 and how much you can earn in fixed income

With a practically unanimous projection by economists, the worsening of economic projections in 2023 and 2024 is the Central Bank’s main argument for holding the Selic rate at a high level of 13.75% per year.

Check out the full article here.

4th place – Ambev (ABEV3): Understand what is behind the fall in shares on Wednesday

The shares of Ambev (ABEV3) lost 4.3% on Wednesday (1st) and was the negative highlight of the day after the association stated that the accounting inconsistencies, seen from the loss of Americanas (AMER3), may be on the brewery’s balance sheets as well.

Check out the full article here.

3rd place – Lula embodies Dilma: See why BRL 110 billion managers are worried (and what to do now)

Market Makers was present last week at the LAIC (Latin America Investment Conference), an event promoted by Credit Suisse in São Paulo with important names from the economic and political scene.

Check out the full article here.

2nd place – Mercado Livre’s (Meli) plan to take over AMER3’s multibillion-dollar estate in Brazilian e-commerce

One day after announcing accounting inconsistencies worth R$ 20 billion, Americanas (AMER3) decided to withdraw from the list of sponsors of Big Brother Brasil. The ‘Big’ quota left by the retailer quickly found an interested party: Mercado Livre (MELI;MELI34).

Check out the full article here.

1st place – Americanas (AMER3): Why Lemann, Telles and Sicupira need to kneel in the corn (and fast)

Luiz Cezar Fernandes was, for many years, a partner at the Garantia bank, owned by Jorge Paulo Lemann, Carlos Alberto Sicupira and Marcel Telles. When he went to Market Makers for the first time, he said that he left the partnership because, unlike his partners, he thought they should sell to Lojas Americanas (AMER3), which they had bought years before.

Check out the full article here.

Source: Moneytimes

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