Posted at 7:56
Stock Exchanges, Oil and Bitcoin (7:55)
Germany (DAX): +0.02%
London (FTSE 100): +0.17%
China (Shanghai Comp.): -0.01% (trading session closed)
Japan (Nikkei 225): +2.50% (trading session closed)
Hong Kong (Hang Seng): +0.47% (trading session closed)
Brent Oil: +1.45% ($87.1). Brent is a point of reference for Petrobras.
WTI Oil: +1.79% ($81.8)
Bitcoin Futures: -0.94% ($21,280)
The most liquid iron ore futures contract traded on China’s Dalian Stock Exchange closed 0.89% higher at 842 yuan ($124.7). 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 7:55 am on Wall Street, Dow Jones futures were down 0.02% and the S&P 500 futures were up 0.05%. Nasdaq futures rose 0.03%.
Inflation in the United States
The US Producer Price Index will be released this Wednesday morning. The data will be for December and could affect the market if it comes much higher or lower than expected.
Vale announces 4Q22 results on 02/16
Vale (VALE3) will release results for the fourth quarter of 2022 (4Q22) on Thursday, February 16, after the market close.
The presentation of the production and sales balance sheet will take place on Tuesday 31 January, even after the market has closed.
The results conference call will take place on Friday, February 17. The time will be 11:00/9:00/14:00 (Brasilia/New York/London time).
Petrobras achieves 2022 annual production target
Petrobras (PETR3, PETR4) has announced that it exceeded the oil and natural gas production target in 2022, communicated to the market with material data on November 24, 2021 and revised on January 14, 2022, within the considered margin of 4% more or less.
According to the oil company, total oil and gas production was 2.684 million barrels of oil equivalent per day (boed), exceeding its 2.600 million boed target by 3.2%, within the disclosed range. of ± 4.0%.
Also according to Petrobras, commercial production reached 2.361 million boed, 2.7% above the 2.3 million boed target, also in the ±4.0% range.
The state-owned company said oil production stood at 2.154 million barrels per day (bpd), 2.6 percent above its 2.1 million barrels per day target and within the range of ±4.0%.
Cury (CURY3) releases operational preview for 4Q22
Cury Construtora e Incorporadora (CURY3), one of the leading builders of the residential segment in Brazil operating in the metropolitan regions of São Paulo and Rio de Janeiro, released on Tuesday the 17th the preview of the operating results for the fourth quarter 2022 (4Q22).
In 4Q22, 5 developments were launched, 3 located in SP and 2 in RJ, for a total value of potential sales of R$ 556.2 million, down 29.4% compared to the same period of the previous year.
The reduction in launch volume in 4Q22 is part of a decision by Cury to concentrate the increased volume of launches through Q3, avoiding the election period and the World Cup, which may be less attractive to the audience in the stands.
In the cumulative result of the year, Cury launched 23 projects, 16 of which are located in SP and 7 in RJ, with a total PSV of R $ 3.312 billion.
According to the company, the performance represents a historic record and a 19% increase over what was recorded in 2021.
In 4Q22, net sales reached R$753.1 million, an amount that represents a decrease of 15% from the previous quarter and an increase of 23.2% from the same period of the previous year. “As mentioned with regards to launches, the reduction in the amount of net sales is due to Cury’s strategy to concentrate the higher volume of launches through the 3rd quarter,” said Cury.
JHSF Participações (JHSF3) reveals operational preview. Check the numbers:
JHSF Participações (JHSF3) released operational previews of its segments for the fourth quarter of 2022 (4Q22) and the consolidated for 2022 the day before.
In the Property Development segment, in 4Q22, pre-sales amounted to R$ 419.1 million, 23.2% higher than sales in 4Q21.
In the year, sales amounted to 1.532 billion reais, practically in line with the sales contracted for 2021.
In the Shopping Centers segment, consolidated sales grew by 7.7% compared to 4Q21, despite the effects caused by the elections and the games during the World Cup.
“The growth presented in the 4Q22 change versus 4Q21, takes into account the high base of sales achieved in 2021,” the company highlighted.
Compared to 4Q19, sales grew by 49.5%.
During the year, consolidated sales grew by 27.8% compared to 2021 and by 56.6% compared to 2019. The employment rate at the end of 2022 was 97.4%.
Cyrela (CYRE3) launches BRL 2.8 billion and sells BRL 2.6 billion in 4Q22
Cyrela (CYRE3) has released a preview of its operating results for the 4th quarter (4Q22) and the full year 2022.
The company launched 15 projects in the quarter, for a total volume of BRL 2.821 billion, 10% higher than in 4Q21 (BRL 2.555 billion) and 4% below 3Q22 (BRL 2.928 billion). Launch swaps were R$ 372 million in 4Q22 compared to R$ 65 million in 4Q21 and R$ 145 million in 3Q22.
Cyrela’s launch share in the quarter reached 58%, lower than it did in 4Q21 (94%) and 3Q22 (73%).
Of the PSV launched in the quarter, 36% will be recognized using the consolidation method and 64% using the equity method.
In the year, PSV of launches reached R$ 9.113 billion, 28% more than in 2021.
Excluding swaps and based on %CBR alone, the volume launched in 4Q22 was R$1.442 billion, 39% less than in the same period a year earlier (R$2.351 billion in 4Q21) and 29% less than in 3Q22.
In 2022, launches amounted to BRL 5.853 billion compared to BRL 6.057 billion in 2021.
Net contracted sales this quarter amounted to BRL 2.691 billion, which is 71% higher than in 4Q21 (BRL 1.575 billion) and 18% higher than in 3Q22 (BRL 2.286 billion).
Ambipar (AMBP3) Closes Joint Venture with OceanPact (OPCT3)
Ambipar (AMBP3) informed on the night of this Tuesday 17, that in agreement with OceanPact Serviços Marítimos (OPCT3) has decided to close the joint venture O’Brien’s do Brasil Consultoria em Emergências e Meio Ambiente.
“This agreement was aimed at avoiding overlapping activities and operations between Ambipar Response and OceanPact,” Ambipar said.
Environpact Consultoria em Engenharia e Meio Ambiente, a wholly owned subsidiary of OceanPact, will hold 100% of the shares representing the share capital of O’Brien’s Brasil, and will no longer use the “O’Brien’s” brand, changing its name to “EnvironPact Sustainability and resilience”.
Ambipar Response owns 100% of the capital of O’Brien’s Response Management Inc, will receive, in two tranches, the amount of R$ 11 million for 50% of the shares representing the share capital of O’Brien’s Brasil.
The O’Brien’s brand will continue to be used by Ambipar Response, which continues with its strategic plan and with its activities in Brazil and worldwide.
Camille Faria steps down as CFO of Tim (TIMS3) to assume the position of CFO of Americanas
Camille Loyo Faria has resigned as Chief Financial Officer (CFO) and Investor Relations Officer (DRI) of TIM (TIMS3).
The information was released the day before. According to the company, Camille Faria will remain in the exercise of her duties until January 31st.
TIM specified that the procedures for appointing the new manager have already been started.
Camille will assume the position of Chief Financial and Investor Relations Officer at Americanas (AMER3), the retailer announced late Tuesday afternoon. The deadline runs from 1 February.
In addition to TIM and Oi, Camille worked in the Investment Banking area at Bank of America Merrill Lynch, between April 2015 and October 2019.
He also worked in the Investment Banking areas of Bradesco BBI and Morgan Stanley, as director responsible for the Energy, Technology/Media/Telecom and Industrials sectors.
He has also performed managerial functions in the telecommunications and infrastructure sector, having held the positions of Chief Executive Officer of Multiner, CFO of Terna Participações and, moreover, Strategy Leader of Embratel and of the Telecom Italia group in Brazil and Latin America.
Credit Suisse analyst team welcomes Americanas’ hiring of executive. The Swiss bank emphasizes that it has a solid financial background and an important role as CFO in Oi during the judicial recovery period.
Fitch downgrades Americanas rating (AMER3)
The Fitch risk rating agency downgraded this Tuesday 17, the IDRs (Issuer Default Ratings – Issuer Default Ratings) of the long-term foreign and local currencies of the US (AMER3) to “C”, from “CC”, and the its National Long-Term Rating of ‘C(bra)’ from ‘CC(bra)’.
According to the agency, the downgrade to ‘C’ comes after the Rio de Janeiro Court of Justice granted Americanas an emergency injunction suspending the enforceability of all obligations relating to financial instruments, such as principal and interest on debt, among other measures…
“In the event Americanas announces a restructuring plan, its ratings will be downgraded to ‘RD’, to reflect a limited default, or to ‘D’, if the company seeks judicial recovery,” Fitch explained.
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