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SÃO PAULO – The good mood of the foreign market and the new information concerning the pension reform in the domestic market have led investors to exploit the most discounted shares of
The index ended up up 1.72% to reach the new historical level of 93,613 points, with a financial recovery of R $ 13.2 billion. According to the economic operators, the markets reacted to the new statements of the Minister of the Economy, Paulo Guedes, which reinforced the attempt to return the pension reform proposal "that has already taken place on the market".
is here. "This encourages the market to hear the government's intention to take advantage of the ongoing program of former President Michel Temer.
In addition, leaders cite the movement abroad that once again did not overshadow Brazilian badets, US stock markets turned blue in the afternoon in a relatively calm international environment, and the decline in futures also automatically positions in stock markets, which has increased the attractiveness of variable income.
Among the largest gains recorded today, one of the highlights was Cosan, who progressed 8 16% .The company has accumulated, in 2018, a decline of 17.1% .In Cielo, the worst performance of Ibovespa last year (-58.3%) also followed the same direction and grew by 4.22%.
Education, Kroton (4.13%) and Estácio (7.10%), also stand out in the highlights of Ibovespa, even in the case of B2W (6.62%), a great "brightness" among the retailers of the index.
Companies with greater mbad and liquidity ", were also responsible for the rise of the Ibovespa to an unprecedented level of 93,000 points.One of the banks, Bradesco (2.09% at l. Ontario and 1.72% at PN) and Itaú Unibanco (1.52%) advanced in the same direction as Petrobras (2.02% in Ontario and 2.08% in PN) and Vale (2%). , 44%).
In Genial Investimentos, Cosan is one of the companies listed in the investment recommendations. According to badyst Filipe Villegas, the company is lagging behind and is trying to catch up. [19659002] "Cosan recently launched a Fintech to get closer to suppliers and we particularly like that role," says Villegas. "The investor seems to be looking for the balance prices in the late roles, which explains the ups and downs of the education sector and other sectors offering prospects for recovery and growth. "
B2W shares were one of the strengths of Ibovespa. not only because retail and consumer businesses tend to recover with the expected economic recovery this year, but also because digital retail is best positioned for this prospect.
In addition, B2W is the company that would have a better quality in comparison with other competitors who could not get as good a performance as the subsidiary of Americanas Lojas. Via Varejo, for example, is among the stakes, but has not yet convinced investors that management is sufficiently capable of dealing with other online retailers, including Luiza Magazine.
B2W is already worth R $ 20.5 billion, almost four times the market value of Via Varejo, which is 5.2 billion rubles today. The magazine Luiza – whose stock rose 126.3% in 2018, the largest annual increase in Ibovespa – amounted to R $ 34.1 billion on the stock market.
"The growth forecast is at least 3% of the GDP [Produto Interno Bruto] for 2019 and 2020 is relatively high compared to the last three years," said Fernando Barroso, director of CM Capital Markets. "But companies that anticipate an online sales movement have an advantage over those that focus solely on physical networks."
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