These 4 ‘out of the radar’ actions have already yielded twice the Ibovespa in 2025, but there is still room for profits in the 2nd semester

THE Ibovespa He shone in the first half of 2025 again and renewed the mood of investors. With one High of 15.4% Until June, the Brazilian scholarship has delivered its best performance for the period in almost a decade.

The recovery movement was driven by a combination of factors, such as:

• A bigger Foreign money flow after uncertainties in the international market;
• The perspectives of Virada of the political pendulum in the 2026 elections; and
• The conduct of monetary policywhich reinforced the autonomy of the Central Bank.

But even with the very positive performance of the main index of actions, those who exposed some specific actions more “out of the radar” were able to capture even bigger profits in recent months.

This is the case of 4 actions Which were recommended by analysts and managers interviewed in the action panel of the event “where to invest in the 2nd semester”, produced by his money and supported by Money Times.

Larissa Quaresmaanalyst at Empiricus Research, Lucas StellaHead of Santander Asset Management, and Gustavo HeilbergCEO of Hix Capital, pointed out 4 roles that do not usually occupy the spotlight of the market, but which delivered significant returns earlier this year and are still promising.

In practice, the performance of these assets left Ibovespa “in the slipper.” Some of the actions came to Value up to 30% in the first six months of the year. That is, twice the main index of the Brazilian scholarship, even in an extremely positive scenario for the market as a whole:

Although these returns have stayed in the past, they show that it is possible to seek profits above ibovespa with papers that have an additional “peck” risk.

In addition, the experts responsible for these recommendations believe that the income was Only the beginning of a sequence of very attractive valuations in the rest of 2025.

This is because, in the view of Lent, Stella and Heilberg, these actives:

• Continue excessively cheap;
• He has very important high triggers; and
• Should be included in the wallets of investors interested in capturing significant earnings with actions in the 2nd semester of the year.

See how to access the recommended actions in “Where to Invest in the 2nd Semester”

Experts recommended roles from three different sectors: the retail, malls and services.

They are actions of smaller companies on the stock exchange that are not usually in the radar of much of the market, but have a good profitable potential, in the view of analysts. See the highlights of each:

A retail thesis ‘right out of consensus’

One of the actions indicated by Larissa Quaresma is a retailer who went through a turnaround successful and can generate interesting fruits for shareholders in the 2nd semester.

According to the Empiricus Research analyst, the action can “surf” any Selic rate decompression from now on and is being negotiated at very low prices compared to other companies in the sector:

“Compared to Renner Lojas, for example, there is a 50%discount, which seems unjustified to a company with good execution, with good cash generation levels even in the high interest environment, little leveraged and with adjusted profitability.”

Find out what this promising retailer is

The service cap of services that can distribute attractive dividends

Already the CEO of Hix Capital, Gustavo Heilberg, is keeping an eye on the action of a company that has market value of just over R $ 1 billion. That is, it is a role little known to investors.

The company provides services to oil producers on the high seas, such as Petrobras (Petr4), and one of the triggers is precisely a judicial process against the largest Brazilian company due to the termination of contracts.

In the manager’s view, this process can unlock a lot of value to the recommended action not only by valuing the papers, but also with the Prohibition Distribution: “We believe the company will pay a lot of dividend and double Ebitda over the next two years”.

See what is the service action that can pay dividends

Two shopping malls that were left behind

As well as in the retail sector, Lucas Stella realizes an opportunity to position himself in malls amidst the expectation of the end of Selic’s discharge cycle.

Santander Asset Management’s Head of Analysis recommends two shares that have already delivered returns more than 30%, but still stayed behind of other industry roles in the recent rally.

The expert argues that these two actives:

• Generate an attractive cash that can be distributed as dividends;
• They are cheap; and
• He has high potential between 30% and 50% from now on.

Know here the two recommended shopping malls actions

Where to invest in the 2nd semester: Free Guide reveals the 4 recommended actions and other assets to seek profits

These papers were recommended along the action panel of the event “where to invest in the 2nd semester”. Experts revealed the name and thesis of each of the indications fully free so that any investor can seek attractive profits in the remaining months of the year.

The 4 actions “Out of Radar” highlighted by Larissa Quaresma, Gustavo Heilberg and Lucas Stella are just a “straw” of the recommendations that can be accessed at the event produced by his money and supported by Money Times.

But to know these indications, it is not necessary to watch the full panels.

This is because your money is preparing a 100% free guide that shows the best moments of the event – Even each of the indications of the interviewed experts.

Therefore, to know these 4 roles cited in this matter and all other recommendations of Actions, FIIS, BDRS, Fixed and Crypto Income Revealed at the event, just click this link or the button below and follow the instructions.

It is a courtesy of your money that can help you seek significant profits in different asset classes by the end of 2025. See step by step below:

Free: Get to know the recommended assets in the full guide of “Where to Invest in the 2nd Semester”