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BOVESPA:YDUQ3
BOVESPA:YDUQ3Consumer Services

In the wake of Yduqs Participações S.A.'s (BVMF:YDUQ3) latest R$422m market cap drop, institutional owners may be forced to take severe actions

December 03, 2024
Key Insights Given the large stake in the stock by institutions, Yduqs Participações' stock price might be vulnerable...
BOVESPA:DXCO3
BOVESPA:DXCO3Forestry

There's Reason For Concern Over Dexco S.A.'s (BVMF:DXCO3) Price

December 02, 2024
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 8x, you may consider Dexco...
BOVESPA:REDE3
BOVESPA:REDE3Electric Utilities

Does Rede Energia Participações (BVMF:REDE3) Have A Healthy Balance Sheet?

December 02, 2024
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
BOVESPA:GUAR3
BOVESPA:GUAR3Luxury

Guararapes Confecções (BVMF:GUAR3) sheds R$594m, company earnings and investor returns have been trending downwards for past five years

December 02, 2024
We think intelligent long term investing is the way to go. But along the way some stocks are going to perform badly. To...
BOVESPA:EZTC3
BOVESPA:EZTC3Consumer Durables

Is Now An Opportune Moment To Examine EZTEC Empreendimentos e Participações S.A. (BVMF:EZTC3)?

November 30, 2024
EZTEC Empreendimentos e Participações S.A. ( BVMF:EZTC3 ), is not the largest company out there, but it saw significant...
BOVESPA:AVLL3
BOVESPA:AVLL3Consumer Durables

Investors Holding Back On Alphaville S.A. (BVMF:AVLL3)

November 28, 2024
It's not a stretch to say that Alphaville S.A.'s ( BVMF:AVLL3 ) price-to-sales (or "P/S") ratio of 0.8x right now seems...
BOVESPA:ORVR3
BOVESPA:ORVR3Commercial Services

We Think That There Are Issues Underlying Orizon Valorização de Resíduos' (BVMF:ORVR3) Earnings

November 22, 2024
Last week's profit announcement from Orizon Valorização de Resíduos S.A. ( BVMF:ORVR3 ) was underwhelming for...
BOVESPA:TUPY3
BOVESPA:TUPY3Machinery

Tupy's (BVMF:TUPY3) Soft Earnings Don't Show The Whole Picture

November 22, 2024
Investors were disappointed with the weak earnings posted by Tupy S.A. ( BVMF:TUPY3 ). While the headline numbers were...
BOVESPA:JHSF3
BOVESPA:JHSF3Real Estate

JHSF Participações' (BVMF:JHSF3) Earnings Are Of Questionable Quality

November 21, 2024
Despite posting some strong earnings, the market for JHSF Participações S.A.'s ( BVMF:JHSF3 ) stock hasn't moved much...
BOVESPA:ALOS3
BOVESPA:ALOS3Real Estate

Allos' (BVMF:ALOS3) Soft Earnings Are Actually Better Than They Appear

November 21, 2024
Shareholders appeared unconcerned with Allos S.A.'s ( BVMF:ALOS3 ) lackluster earnings report last week. We think that...
BOVESPA:BRFS3
BOVESPA:BRFS3Food

We Think BRF's (BVMF:BRFS3) Robust Earnings Are Conservative

November 21, 2024
Investors were underwhelmed by the solid earnings posted by BRF S.A. ( BVMF:BRFS3 ) recently. Our analysis says that...
BOVESPA:MRFG3
BOVESPA:MRFG3Food

We Think That There Are Issues Underlying Marfrig Global Foods' (BVMF:MRFG3) Earnings

November 21, 2024
Marfrig Global Foods S.A.'s ( BVMF:MRFG3 ) stock was strong after they recently reported robust earnings. However, we...
BOVESPA:CSED3
BOVESPA:CSED3Consumer Services

We Think Cruzeiro do Sul Educacional's (BVMF:CSED3) Robust Earnings Are Conservative

November 21, 2024
When companies post strong earnings, the stock generally performs well, just like Cruzeiro do Sul Educacional S.A.'s...
BOVESPA:LPSB3
BOVESPA:LPSB3Real Estate

We Think You Can Look Beyond LPS Brasil - Consultoria de Imóveis' (BVMF:LPSB3) Lackluster Earnings

November 21, 2024
LPS Brasil - Consultoria de Imóveis S.A.'s ( BVMF:LPSB3 ) recent soft profit numbers didn't appear to worry...
BOVESPA:UGPA3
BOVESPA:UGPA3Oil and Gas

Ultrapar Participações' (BVMF:UGPA3) Earnings Are Weaker Than They Seem

November 21, 2024
Last week's profit announcement from Ultrapar Participações S.A. ( BVMF:UGPA3 ) was underwhelming for investors...
BOVESPA:EQPA3
BOVESPA:EQPA3Electric Utilities

Equatorial Pará Distribuidora de Energia's (BVMF:EQPA3) Anemic Earnings Might Be Worse Than You Think

November 21, 2024
The subdued market reaction suggests that Equatorial Pará Distribuidora de Energia S.A.'s ( BVMF:EQPA3 ) recent...
BOVESPA:FRIO3
BOVESPA:FRIO3Machinery

Metalfrio Solutions' (BVMF:FRIO3) Earnings Are Of Questionable Quality

November 21, 2024
Despite posting some strong earnings, the market for Metalfrio Solutions S.A.'s ( BVMF:FRIO3 ) stock hasn't moved much...
BOVESPA:SOJA3
BOVESPA:SOJA3Food

Boa Safra Sementes (BVMF:SOJA3) Shareholders Should Be Cautious Despite Solid Earnings

November 21, 2024
The healthy profit announcement from Boa Safra Sementes S.A. ( BVMF:SOJA3 ) didn't seem to impress investors. We think...
BOVESPA:LUPA3
BOVESPA:LUPA3Energy Services

Lupatech's (BVMF:LUPA3) Attractive Earnings Are Not All Good News For Shareholders

November 21, 2024
Despite posting strong earnings, Lupatech S.A.'s ( BVMF:LUPA3 ) stock didn't move much over the last week. We decided...
BOVESPA:TTEN3
BOVESPA:TTEN3Food

Analysts Are Betting On Três Tentos Agroindustrial S/A (BVMF:TTEN3) With A Big Upgrade This Week

November 20, 2024
Três Tentos Agroindustrial S/A ( BVMF:TTEN3 ) shareholders will have a reason to smile today, with the analysts making...
BOVESPA:BRAV3
BOVESPA:BRAV3Oil and Gas

Additional Considerations Required While Assessing Brava Energia's (BVMF:BRAV3) Strong Earnings

November 20, 2024
Last week's profit announcement from Brava Energia S.A. ( BVMF:BRAV3 ) was underwhelming for investors, despite...
BOVESPA:ONCO3
BOVESPA:ONCO3Healthcare

Oncoclínicas do Brasil Serviços Médicos' (BVMF:ONCO3) Problems Go Beyond Weak Profit

November 20, 2024
The market wasn't impressed with the soft earnings from Oncoclínicas do Brasil Serviços Médicos S.A. ( BVMF:ONCO3...
BOVESPA:CMIN3
BOVESPA:CMIN3Metals and Mining

CSN Mineração's (BVMF:CMIN3) Earnings Offer More Than Meets The Eye

November 20, 2024
The market seemed underwhelmed by the solid earnings posted by CSN Mineração S.A. ( BVMF:CMIN3 ) recently. Our analysis...
BOVESPA:CYRE3
BOVESPA:CYRE3Consumer Durables

Cyrela Brazil Realty Empreendimentos e Participações' (BVMF:CYRE3) Strong Earnings Are Of Good Quality

November 20, 2024
Even though Cyrela Brazil Realty S.A. Empreendimentos e Participações ( BVMF:CYRE3 ) posted strong earnings, investors...
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