Posted at 7:58
Updated with news from Oi
Stock exchanges, oil and bitcoin (7h57)
New York futures indices were down and major European exchanges were trading in the red with the market reflecting economic data out of China. The Asian giant’s gross domestic product grew by 3% in 2022, one of the slowest growths in decades. In the US, Goldman Sachs and Morgan Stanley will release their data before markets open.
Germany (DAX): -0.14%
London (FTSE 100): -0.24%
China (Shanghai Comp.): -0.10% (trading session closed)
Japan (Nikkei 225): +1.23% (trading session closed)
Hong Kong (Hang Seng): -0.78% (trading session closed)
Brent Oil: +0.81% ($85.1). Brent is a point of reference for Petrobras.
WTI Oil: +0.07% ($80.1)
Bitcoin Futures: +8.44% ($21,200)
Iron ore
The most liquid iron ore futures contract traded on China’s Dalian Stock Exchange closed 1.3% lower at 835 yuan ($123.1). The listing could impact the shares of Brazilian Vale (VALE3), CSN (CSNA3) and CSN Mineração (CMIN3). This data was obtained from the link: http://www.dce.com.cn/DCE/Products/Industrial/Iron%20Ore/index.html
New York stock futures
As of 7:56 am on Wall Street, Dow Jones futures were down 0.19% and the S&P 500 futures were down 0.26%. Nasdaq futures fell 0.37%.
Company news:
Oi (OIBR3) suspends guidance from the strategic plan published in July 2021
Oi (OIBR3) has decided to stop disclosing its performance projections (guidance), including operational and financial projections and estimates published on July 19, 2021.
The information was released on the night of this Monday 16.
The reason, according to the company, lies in the significant changes in the Brazilian macroeconomic scenario and the consequent counterpart in the competitive environment and in the financing needs of the company.
Oi also highlighted that the projections contained in the material fact dated December 31, 2022, regarding the “breakout” (disclosure of information) of the discussions with creditors, should not be considered indicative. “This is because these projections presuppose negotiation with creditors according to the terms of the proposal presented in the material and the financial and operational indicators disclosed could be subject to revision depending on the outcome of this discussion,” said the TV.
Banestes (BEES3 and BEES4) approve the payment of the interim dividend
The board of directors of Banestes (BEES3 and BEES4) approved on Monday the 16th the payment of interim dividends for the second half of 2022.
The approved amount is equal to the value per ordinary and preferred share of R$ 0.1804295019.
The bank said this additional distribution, added to the monthly and interim payments made as interest on equity for 2022, equals an annual distribution of BRL 0.5855012589 per common and preferred share.
The payments will be submitted to the resolution of the ordinary general meeting 2023 to be held on 29.04.2023.
If approved, interim dividend payments will be made on 22.05.2023, and shareholders holding shares as of the base date of 03.05.2023 will be entitled to receive the proceeds, with shares traded “ex right” starting on the day 04.05.2023.
Petrobras receives BRL 456 million recovered through a clemency deal
Petrobras (PETR3, PETR4) received the restitution of approximately BRL 456 million, recovered through a leniency agreement between the company UOP LLC – controlled by Honeywell International – entered into with the Comptroller General of the Union (CGU) and the Advocacy General of Union (AGU), an instrument that is part of a global resolution that involved coordinated action with the Federal Attorney General’s Office (MPF) and US authorities.
Petrobras did not have access to the deal.
CVM and B3 question rise in C&A shares (CEAB3)
The Securities and Exchange Commission (CVM) and B3 questioned C&A (CEAB3) about the sharp increase in the company’s shares on Monday the 16th. The shares rose by 11.5% to R $ 2.71.
The dealer responded that it “is not aware of any existing relevant act or fact which could account for the price and volume fluctuations of the common stock.”
According to the blog of journalist Lauro Jardim, in O Globo, Lojas Renner (LREN3) is in “preliminary” negotiations for the purchase of C&A (CEAB3) in Brazil.
B3 publishes operating data for December: volumes traded in shares decrease
B3 (B3SA3) released operational highlights for December 2022.
The average financial volume traded in the equity segment decreased by 1.9% in the last month of last year compared to December 2021, reaching 29.2 billion reais.
The owner of the Brazilian Stock Exchange ended December with 5.8 million accounts, up 17.4% from December 2021.
Check out Even’s 4Q22 Operational Preview (EVEN3).
Construtora e Incorporadora (EVEN3), operating in São Paulo and Rio Grande do Sul, focused on medium- and high-income residential projects, also announced preliminary, unaudited operating data for the fourth quarter of 2022 (4Q22).
Four developments were launched in Q4 2022, one in São Paulo, with a potential sales value (PSV) of R$43 million and three in Rio Grande do Sul, with a 100% PSV of R$119 million R$ (R$ 119 million) 35 million % Equal).
Adding both companies together, the 100% launch PSV was R$ 162 million (R$ 78 million par %).
In Q4 2022, total net sales were R$334 million, R$232 million (of Even), representing a consolidated VSO (sales on offer) of 8%.
Inventory sales totaled R$ 189 million (Even’s %) with a VSO of 7%. Of the projects launched in the quarter, R$ 43 million (Even’s %) were sold, with a VSO of 55%.
Check out Moura Dubeux’s 4Q22 Operational Preview (MDNE3).
The day before, Moura Dubeux Engenharia (MDNE3), a developer who has been operating in the Northeast for 40 years, previewed the operating results for the fourth quarter 2022 (4Q22).
The company launched 3 projects in the last 45 days of the year and ended 2022 with 12 projects launched, for a total of a potential gross sales value (PSV) of R$ 2.224 billion and a net PSV of R$ 1.866 billion , which represents a growth of 68 0.1% compared to 2021.
Net Sales and Add-ons (%MD) volume in 4Q22 was R$274 million, down 19.4% vs 4Q21 and 23.9% vs 3Q22.
Thus, Moura Dubeux closed 2022 with a volume of net sales and additions (%MD) of R$1.345 billion, a growth of 2.5% compared to R$1.311 billion in 2021.
The Net VSO Ratio (%MD) in the last twelve months (UDM) was 47.9%, down by 10.6pp compared to 4Q21 and by 7.2pp compared to 55.1% in 3Q22, while the Net VSO (%MD) in the quarter was 14.7%, down by 12.5 percentage points compared to 4Q21 and by 7.9 percentage points compared to 3Q22.
The company reported cash generation for the third consecutive year. In 4Q22, generation was R$ 7.3 million and in the year R$ 68.4 million.
These operating results are preliminary, still subject to audit.
Plano&Plano (PLPL3) releases operational preview for 4Q22
Plano&Plano Desenvolvimento Imobiliário (PLPL3) also released a preview of its operating results for Q4 2022 (4Q22).
Net sales (100% Plano&Plano) down in the fourth quarter of 2022 reached 518.5 million reais, 70.3% more than those recorded in 4Q21 (304.5 million reais).
When compared to 3Q22, the company achieved a 23.3% increase.
“This achievement once again sets a quarterly sales record for Plano&Plano,” the construction company said.
In the cumulative result for the year, net sales amount to R$ 1.690 billion, an increase of 27.4% compared to the cumulative in the same period of 2021.
In the fourth quarter, the company made 8 launches, which provided a general sales value (PSV) of R$ 719.7 million, including physical swaps. This amount is 69.8% higher than the R$ 423.8 million launched in 3Q22, Plano&Plano highlighted.
In the cumulative result for the year, the PSV stands at R$1.805 billion, an increase of 23.5% compared to the same period in 2021.
The data disclosed in this preview is subject to audit and possible modification.
BTG calls for justice against Americans again, says website
According to Valor Econômico, once again BTG Pactual (BPAC11) has gone to court to ask for the blocking of BRL 1.2 billion of investments by Americanas (AMER3) in the bank, as a guarantee of the advance payment of debts.
BTG’s request comes after a weekend denial by the duty judge.
relegation
The credit rating agency Moody’s changed the rating of Americanas from CFR (Corporate Family Rating) and the classification of global senior unsecured notes issued by its subsidiaries JSM and B2W to ‘Caa3’.
Moody’s also reviewed all ratings for further rating change.
The risk rating agency S&P Global Ratings has changed the credit rating of Americanas on a global scale to “D” and on a Brazilian national scale to “D”; and the credit rating of global senior unsecured bonds issued by JSM and B2W at “D”.
According to Moody’s and S&P, the downgrade is due to the uncertainties generated by the identification of accounting inconsistencies, and by the injunction requested by the operator against the early maturity of the debts.
Americanas hires Rothschild & Co as interlocutor in debt renegotiation
Americanas also informed on Monday 16 that its board of directors approved this Monday the hiring of Rothschild & Co, which will act as the company’s interlocutor in debt renegotiation, both in Brazil and internationally.
The information is contained in a material fact sent to the market.
Americanas has strengthened its commitment to seek a “short-term” solution with its creditors.
“All governing bodies (board, board and committees) are working together with the goal of maintaining the company’s operations smoothly,” the retailer stressed.
Dommo Energia (DMMO3) requests the CVM to cancel its registration as a joint stock company
Dommo Energia (DMMO3) has filed an application for the voluntary cancellation of its registration as a category A public capital company with the Securities and Exchange Commission (CVM).
The information was released the day before. Last year the oil company Dommo was incorporated by Prio (PRIO3).
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