Posted at 13:33
Ibovespa
As of 13:33, the Ibovespa was down 1.32% to 111,912 points. The tone is one of caution in the market with major interest rate decisions in the US and Brazil on Wednesday.
Soon, at 4 pm (Brasilia time), the Central Bank of the United States (Federal Reserve) will announce its new base interest rate. Most market analysts expect a rate hike of 25 basis points, in the range of 4.50% to 4.75%. The market is closely following the announcement of the Open Market Committee (FOMC) and the press conference of the president of the central bank, Jerome Powell, at 4pm.
Also today, the Monetary Policy Committee (Copom) of the Central Bank of Brazil announces, starting at 18:30, its decision on the base interest rate. The market expects the Selic rate to remain at 13.75% per annum. Analysts are keeping an eye on the Committee’s statement to understand how the monetary authority sees the current scenario, the fiscal risk and the new government’s pressure for changes to inflation targets.
Ambev (ABEV3)
Ambev shares fell 4% as of 1:30pm amid frantic news for Americanas (AMER3). It is worth mentioning that AB InBev (jointly controlled by Jorge Lemann, Marcel Telles and Carlos Alberto da Veiga Sicupira) has control over Ambev. The three entrepreneurs are the main shareholders of Americanas.
Also this Wednesday the column Cheap radar, of Veja, reported that the inconsistencies in financial statements that make Americana the subject of a financial scandal “may also be present in Ambev”. The column mentions the Brazilian Association of the Beer Industry (CervBrasil). The Association points out that, in Ambev’s case, the debt would be with federal, state and city taxes.
Americans
Morgan Stanley has increased, through its subsidiaries, its stake in Americanas, bringing the position/exposure to 5.2% of the total ordinary shares issued by the company, through n. 42,247,674 ordinary shares and no. 4,575,600 physically settled financial derivative instruments – long position, which is more than 5% of Americanas’ total common stock.
Smart adaptation (SMFT3)
Smart Fit reached the milestone of 1,223 gyms in 2022, of which 967 owned. The projection was to reach more than 1,225 gyms, of which at least 965 were owned.
According to the company, the opening of the two remaining units has been postponed to the first quarter of 2023. In the cumulative result for the year, 158 gyms were opened, an increase of 15% compared to the end of 2021.
“The company’s expansion in 2022, coupled with the growing demand for fitness services in the markets where Smart Fit operates, has strengthened its competitive positioning and leadership position in the fitness industry in Latin America,” he said. the company.
Santander Brazil (SANB11)
Santander Brasil (SANB11) releases fourth quarter 2022 results on Thursday, February 2, ahead of market opening. See the full agenda by clicking here.
Petrolium
Brent was down 1% as of 1:30pm. OPEC+ (a group that brings together the Organization of the Petroleum Exporting Countries and Allies) has confirmed that it will continue with the monthly supply cut plans agreed in October. The group meeting took place on Wednesday.
Copel (CPLE6)
The board of directors of Companhia Paranaense de Energia – Copel (CPLE6) has approved the award of specialist advisory services that will work on the structuring of a possible public distribution offer of shares and/or share certificates of deposit (units) for the transformation of Copel into a corporation (company with dispersed capital and no controlling shareholder). The board also approved the continuation of the studies for the modification of the corporate structure of Copel and the complete renewal of the main concessions of the hydroelectric plants.
CPLE6 shares turned negative: -0.64% by 1:30pm.
Good (VALUE)
Analysts and investors echo Vale’s production and sales report. The mining company produced 307.7 million tons of iron ore in 2022, down 1.6% from 2021. The volume was below the 2022 guidance, which set a target of 310 million tons.
In China, iron ore futures closed lower. Vale shares were down 2.37% as of 1:30pm.
Petrobras (PETR3, PETR4)
Petrobras received in cash from Shell the amount of R$ 347 million referring to the complement of the firm compensation (earnout) for the fiscal year 2022, of the Atapu block.
Petrobras also revealed that it received the amount of R $ 132 million, as victim-beneficiary of the multi-award-winning collaboration agreement signed between the Federal Public Prosecutor and Rogério Santos de Araújo, before the Federal Supreme Court.
American (AMER3)
Americanas (AMER3) is considering submitting an application for the approval of an extra-bankruptcy debtor-in-possession loan of a minimum amount of R$ 1 billion. According to the company, the DIP funding is intended to help maintain the normal course of its business and strengthen its liquidity.
Americanas specified that it had discussed with its reference shareholders (Jorge Paulo Lemann, Marcel Herrmann Telles and Carlos Alberto Sicupira) the possibility of their subscription up to the entire minimum amount.
As of 13:31, shares of AMER3 were up 22%.
Vibrational Energy (VBBR3)
Vibra Energia (VBBR3) announced that Wednesday 1 Ernesto Pousada took office as president of the company. André Corrêa Natal now exclusively occupies the position of Executive Vice President of Finance, Purchasing and IR at Vibra.
Ally (AALR3)
Alliar (AALR3) has informed that its controlling shareholder, Fonte de Saúde Fundo de Investimentos em Participações Multiestratégia, has directly entered into an agreement for the acquisition of shares issued by ProEcho Cardiodata Serviços Médicos, a company specializing in diagnostic imaging in Rio de Janiero.
Rome (ROMI3)
The market echoes Romi’s quarterly result released the day before. Shares were down -9.31% by 1:31pm. The company reported a net profit of R$ 87.7 million in 4Q22, up 60.2% compared to 4Q21.
Romi also announced the payment of interim dividends in the amount of R $ 11,412,203.82 based on the holding position as of 02/06/2023. The amount per share is R$0.141472465787. Payment will take place on 03/08/2023. From 02/07/2023 the shares will be traded “ex-dividend”.
Saraiva (SLED3)
Saraiva (SLED3, SLED4), which is undergoing judicial reorganization, informed that starting February 2, BTG Pactual Corretora de Títulos e Valores Mobiliários will act as market maker on the issuance of company B3.
Pitch (ALPK3)
Estapar (ALPK3) announced that starting from February 15, BTG Pactual Serviços Financeiros will become the depositary financial institution for accounting shares issued by the company, replacing Banco Bradesco.
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