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SÃO PAULO – After gaining more than 40% of the market value in 2018, Ibovespa State companies are experiencing a further rise in the first trading session of 2019. Operators and badysts note a movement of foreign investors in these newspapers,
Together, Eletrobras, Sabesp, Banco do Brasil, Cemig, Petrobras and Copel are already worth R $ 567.3 billion on the stock market, against 533 R $, 7 billion by the end of 2018 – a growth of 6.3%, or R $ 34 billion.
The position considers prices to be 15:51. The Ibovespa has a strong peak of 3.66%, to 91 101 points, having renewed the intraday record of 91 479 points.
Read more : Future interest rates fell optimistically compared to the new government
Eletrobras topped the index gains (19.23% to ON and 13.06% in GNP), followed by Sabesp (8.48%). In the same direction, banks Banco do Brasil (4.90%) and Petrobras (5.63% in ON and 5.78% in PN) climbed.
Analysts point out that after a strong exit of foreigners 2018 – the flow was negative from R $ 11.6 billion last year until December 27 – the interest of this category of investors is rising again, with the optimism that surrounds the country. There are fears on the international front, with the risk of high interest rates in the US and global slowdown, but today it ranks second.
Statements are the highlights of the index, but summits are spread across many sectors and few roles have been exercised. to fall today. All this is happening on the national side as a result of positive developments, including news that the leaders of the PSL – President Jair Bolsonaro's party – have decided to support the continuity of Rodrigo Maia (DEM-RJ) as President of the Bedroom. .
This event is important because it renews expectations regarding the progress of the tax reform program, especially social security, because Maia is well known for its theme. This also gives more aggressive bets on the stock market as this signals the urgency of the new government's beginning program.
But other seemingly isolated stories also indicate that the new government will follow the program promised last year. The privatization of Eletrobras remains in vogue, according to statements by the Minister of Mines and Energy, Admiral Bento Albuquerque, and the figure of Wilson Ferreira Júnior, still at the helm of the company. ;State.
Moreover, the exterior is now a factor. least to hinder the advancement of the bag. Oil is rising on the international market, while US stock markets are also growing. Outside, the current relative truce environment is shining the "Brazilian thesis" in the portfolios.
"I see a euphoria in the movement, but much of what is happening today is reflected in the market all year round, because we are facing an expansion cycle and a program liberal, "said Raphael Figueredo, partner and badyst at Eleven Financial Research. "We can say that it is a" preview "of what could be the year, if the agendas are going on."
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