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Santos Brasil Participações
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Trade Protectionism And Cost Pressures Will Cripple Brazilian Ports
Key Takeaways Heightened global protectionism and nearshoring could leave company investments underutilized, limiting volume growth and pressuring margins amid rising costs. Increasing competition, regulatory hurdles, and customer concentration risks threaten revenue stability and may erode earnings due to ongoing high capex and limited expansion potential.
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R$13.00
FV
7.4% overvalued
intrinsic discount
10.19%
Revenue growth p.a.
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Vamos Locação de Caminhões Máquinas e Equipamentos
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Brazil's Tightening Emissions Rules Will Crush Legacy Diesel Fleets
Key Takeaways Technological shifts toward cleaner vehicles and stricter environmental regulations jeopardize fleet value, increase compliance costs, and may force costly asset renewals and write-downs. Changing logistics trends, high financial leverage, and rising competition threaten sustainable revenue growth, compress margins, and heighten refinancing and operational risks.
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R$4.00
FV
2.0% undervalued
intrinsic discount
14.47%
Revenue growth p.a.
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Santos Brasil Participações
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global Trade And Automation Will Advance Port Operations
Key Takeaways Expansion, digitalization, and automation position the company for higher efficiency, market share gains, and sustained above-market revenue growth. Strategic alliances and disciplined financial management support margin expansion, premium pricing, and structural uplift in long-term earnings quality.
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R$18.00
FV
22.4% undervalued
intrinsic discount
10.67%
Revenue growth p.a.
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Vamos Locação de Caminhões Máquinas e Equipamentos
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
E-Commerce Growth And Telematics Will Revitalize Brazil Logistics
Key Takeaways Aggressive contract renewals, digitalization, and expanding secondary market sales position Vamos for stronger margin, utilization, and top-line growth than analysts currently anticipate. Scale, fleet modernization, and market consolidation give Vamos outsized pricing power and the ability to capture greater market share amid rising industry demand and stricter standards.
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R$12.57
FV
68.8% undervalued
intrinsic discount
23.95%
Revenue growth p.a.
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EcoRodovias Infraestrutura e Logística
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Debt And Decarbonization Risks Will Pressure Tolls Yet Prompt Updates
Key Takeaways Growth is supported by strong traffic trends and operational efficiencies, but emerging mobility technologies and logistics innovations could undermine future toll revenue streams. Expansion opportunities and stable finances persist, yet regulatory pressures, maturing concessions, and debt reliance may threaten margin stability and long-term profitability.
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R$7.00
FV
3.9% undervalued
intrinsic discount
-11.20%
Revenue growth p.a.
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12 days ago
author updated this narrative
EcoRodovias Infraestrutura e Logística
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Urbanization, E-Commerce And Digitalization Will Drive Toll Corridor Demand
Key Takeaways Unmatched execution, strategic corridor leadership, and rapid digital transformation position EcoRodovias for sustained traffic growth, structurally higher margins, and dominant concession expansion. Proactive balance sheet management and industry-leading ESG practices enhance free cash flow resilience, unlock low-cost capital, and support premium valuations.
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R$12.00
FV
43.9% undervalued
intrinsic discount
-8.38%
Revenue growth p.a.
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13 days ago
author updated this narrative
Motiva Infraestrutura de Mobilidade
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Urbanization Will Advance Brazil Transportation Infrastructure Development
Key Takeaways Growth is driven by urbanization, portfolio optimization, and cost-saving initiatives like automation and generative AI, supporting expanding margins and long-term earnings. Strategic asset selection, new concessions, ESG projects, and potential airport portfolio changes enable recurring revenues, capital reallocation, and improved shareholder value.
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R$16.22
FV
21.7% undervalued
intrinsic discount
-3.97%
Revenue growth p.a.
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14 days ago
author updated this narrative
JSL
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Leverage And Competition Will Curb Margins While Tech Will Help
Key Takeaways Elevated debt and capital intensity may limit JSL's ability to fully capitalize on growth opportunities and expand net earnings in the near term. Persistent price competition and industry cost pressures threaten to suppress margins and slow improvements in cash flow and earnings.
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R$7.00
FV
24.6% undervalued
intrinsic discount
9.73%
Revenue growth p.a.
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14 days ago
author updated this narrative
Rumo
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Debt And Rail Will Erode Margins But Recovery Will Follow
Key Takeaways Exposure to volatile commodity cycles, weather, and concentrated corridors limits revenue stability and increases risk to net margins and cash flows. High capital spending and debt, along with competitive transport pressures, threaten expected efficiency gains and long-term volume growth.
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R$19.50
FV
14.4% undervalued
intrinsic discount
4.79%
Revenue growth p.a.
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14 days ago
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