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The ceasefire between Israel and Iran brought a relief to the markets last week. However, the end of the conflict holds a low scenario for the price of oil – In the house of US $ 65, pressing companies in the sector, such as the Petrobras (Petr4).
The state -owned company was one of the highlights of Money Pickspresented by Juliana Caveiro, reporter for Money Times. According to SantanderPetrobras will be able to distribute about $ 7.3 billion in dividends, representing a dividend yield of approximately 9%.
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Analysts point out that the projection corresponds only to the expectation of ordinary dividends. To boost the income of shareholders with extra dividends, as the government has speculated, the company will have to leverage more, which does not seem likely.
Santander’s recommendation is neutral, with target price of $ 38. For the BTG PactualThis is not a panic time and the investor should keep the focus on the medium and long term. The bank recommends purchase, with a target of $ 44.
Another highlighted action was the Aura minerals (Aura33), which had the projections reviewed up by the XP Investments. The company has valued about 395% since January 2024 and the brokerage firm still sees room to climb more due to the good moment of gold.
The broker recommends buying, raising the target price to the end of 2025 to $ 70, which represents a potential for 45.5%.
THE XP also considers that it is worth looking at the Br Partners (BRBI11), which has risen more than 20% in the year. Analysts see the bank building a strong name, with high profit estimates and new business in the medium and long term.
For the Itaú BBAthe actions of Viber Energy (VBBR3) are among the recommendations of buyeven after cutting $ 1 in the target price, which is now $ 30 at the end of 2025. The bank bets on the gradual resumption of the company’s market share.
The last highlight was the Renner Stores (LREN3). The retailer accumulates 54% high in 2025 and the BTG You see the company positioned to take advantage of industry opportunities, boosting net income in the next quarters. The bank raised the target price to $ 22 and recommends buy.
The journalist opened more details about analysts’ observations for each action. To stay on top of the recommendations, follow Money Picks on the Money Times on YouTube channel.
Source: Moneytimes
I am an author and journalist with a focus on market news. I have worked for a global news website for the past two years, writing articles on a range of topics relating to the stock market. My work has been published in international publications and I have delivered talks at both academic institutions and business conferences around the world.
