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THE GENIAL INVESTMENTS gave the start of the coverage of the Transport Infrastructure focusing on the actions of Motive (MOTV3), old CCR (CCRO3), and Ecorodovias (ECOR3). The recommendation is buy For both roles, although the house has a favorite.
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According to the report produced by the broker, there is a combination of factors that makes the current moment promising as the 15 new highway auctions by 2025 and 20 in 2026 that will be held by the government, and make available R $ 30 billion In financing next year, being the highest amount ever registered for the sector.
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Analysts also point out that even though it is the main means of transportation in the country, the Brazilian road system still has many bottlenecks and has not yet been able to “attract total attention from investors”.
In recent years, private investments have focused on railways, which have gained a new legal framework in 2021. This model can inspire the road sector, which has also been gaining more attention with lighter rules, increased public funding and modernization initiatives in states such as São Paulo.
For the genius, companies in the sector that are prepared to grow and operate efficiently should benefit from the opportunities to come.
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Motiva (MOTV3): simpler and more efficient
THE Motivenew mark of the old CCRstands out for an operation simplification plan and cost reduction. The company is coming out of contracts that hurt and betting on new more advantageous agreements, such as the highway Msvia.
The expectation of Genial It is that the company reduces its costs in relation to revenue in the coming years and can improve its results. Therefore, analysts evaluate that the stock is purchased, with target price at R $ 18,00.
ECORODOVIAS (ECOR3): stronger portfolio
Already in the case of Ecorodoviasthe bet is in long term growth. The company has expanded its performance with new concessions since 2013 and now has a more diverse and less dependent set of roads dependent on old contracts.
The genius also points out that ECORODOVIAS can take loans with more favorable conditions and has been able to organize its finances well. The target price was placed by analysts at $ 11.00.
Source: Moneytimes
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