Thursday , December 9 2021

The future Ibovespa is rising, following abroad and continuing yesterday’s gains; the dollar falls



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graph of stock values ​​and indices

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SAO PAULO – The future of Ibovespa opens its business this Thursday (14) to the maximum, after the positive behavior of the stock exchanges abroad. Thus, the Brazilian stock market, which yesterday performed better than international indices and tested the level of 114 thousand points, tends to continue gains, supported by good humor from abroad.

After the holidays of the week, the indicator calendar is full again and some data released this morning promises to move the markets. Here in Brazil, right now, the IBGE reported that the volume of services in August increased by 0.5% in August compared to July. In the annual comparison, the increase was 16.7%, above expectations.

It is a positive fact, as the sector represents more than 60% of Brazil’s gross domestic product (GDP). It is also encouraging, as the latest industrial and retail production figures disappoint.

In the United States, U.S. unemployment claims reached 326,000 in the week ending Oct. 9, while analysts predicted 319,000 claims. The producer price index (PPI) also fell slightly below expectations, rising 0.5% in September compared to August and 8.6% in the twelve-month period. Economists predicted monthly increases of 0.6% and 8.7% in 12 months.

The figures help show whether the rise in prices is accompanied by a rise in economic activity and may also indicate the next steps of the Federal Reserve, the US Central Bank.

Currently, the Fed has disbursed about $ 120 billion a month in purchases of government bonds and mortgages with the goal of stimulating the U.S. economy. In addition, it maintains the country’s interest rate in a range close to zero (between 0% and 0.25%). Yesterday, however, the minutes of the last meeting of the Fomc (Copom of the Central Bank of the United States) indicated that the withdrawal of these stimuli could begin as early as next month.

Ibovespa futures maturing in December 2021 opened higher and at 9:11 a.m., Brasilia time, rose 0.62% to 115,065 points.

The commercial dollar operates at a low, with a fall of 0.48%, to R $ 5,482 in purchase and R $ 5,483 in sale. Dollar futures maturing in November 2021 were down 0.63% to R $ 5,496.

The Central Bank is holding an additional foreign exchange swap auction this morning offering up to 20,000 contracts, totaling US $ 1 billion. Yesterday, BC held a similar last-minute auction and managed to pull the dollar out of its highs in six months.

In the futures interest market, the DI of January 2023 fell two basis points, to 9.04%; The January 2025 DI falls three basis points to 9.98%; and the DI of January 2027 recorded a negative variation of five basis points, at 10.39%.

In the United States, the season for disclosing third-quarter bank results continues. Bank of America, Morgan Stanley and Wells Fargo have had better-than-expected balance sheets this morning.

US futures indices in New York reflect the latest results from banks and are moving forward strongly. The future Dow Jones rose 0.75%; S&P 500 futures rose 0.82% and Nasdaq futures rose 0.93%.

Oil prices are up sharply again, with the biggest drop expected in U.S. fuel inventories. Brent trading in December 2021 rose 1.15% to $ 84.14 a barrel. The WTI, for November 2021, advanced 1.16% to $ 81.37 a barrel. Iron ore in Qingdao rose 1.4% to $ 125.91 per tonne.

In Europe, stock markets are also showing solid gains. The Stoxx 600, which brings together companies from 17 European countries in key sectors, advanced 0.89%. The London Stock Exchange (FTSE100) rose 0.72% and the Frankfurt Stock Exchange (DAX) rose 0.87%.

In China, consumer inflation (CPI) rose 0.7% in September, below expectations of 0.9%. Production prices (PPI) in the same period increased by 10.7%, above the projections of 10.4%. The governor of the People’s Bank of China, Yi Gang, said on Wednesday that he considers inflation to be globally moderate.

Asian stocks closed Thursday at highs, mostly.

corporate radar

Cyrela (CYRE3)

Cyrela recorded $ 2.2 billion in overall sales value (PSV) of releases during the third quarter of 2021, an increase of 33.2% compared to the same period in 2020. According to the company’s operating forecast, published on Wednesday, the company launched 12 projects between July and September.

On the other hand, net contracted sales for the third quarter amounted to $ 1,366 million, 20.2% lower than in the same period last year and 12.5% ​​below the second quarter of 2021 .

Cury (CURY3)

Cury launched six projects in the third quarter, with a PSV of $ 720.2 million and an increase of 81.5% compared to the same period in 2020.

Even (EVEN3)

Even’s total PSV was $ 767 million, with $ 658 million allocated to the company, an amount that was 5.7% higher than in the same period in 2020.

There was a 42.3% drop in net sales, which amounted to US $ 277 million during the first nine months of the year.

Melnick (MELK3)

Melnick announced the launch of two projects in the third quarter, with a net PSV of $ 162.5 million, an increase of 84.6% year-on-year.

Moura Dubeux (MDNE3)

Moura Dubeux real estate releases rose 52.1% in the third quarter compared to the previous year, to $ 336.2 million in net PSV. Contracted sales increased 23.4% to $ 343 million.

EDP ​​Brazil (ENBR3)

EDP ​​Brasil published its operating forecast for the third quarter of 2021. In the distribution segment, the company recorded a 4.2% increase in the volume of energy distributed between July and September compared to the same period of the year. last year, at 6,446 MWh, with a maximum of 3.8% in EDP São Paulo (3,927 MWh) and 5% in EDP Espírito Santo (2,518 Mhw).

From January to September, the volume of distributed energy grew by 8% compared to the same period of the previous year, with an increase of 8.2% in EDP São Paulo and 7.9% in EDP Espírito Santo .

PetroReconcavo (RECV3)

Brazilian oil company PetroReconcavo won a public call for the supply of natural gas to Companhia Paraibana de Gás (PBGás), a distributor of contributions to Paraíba, from January 2022, the company said in a statement on Wednesday .

The contract, which will be signed in the first week of November, will last two years, with the supply of 50,000 m³ / day of natural gas in 2022 and 150,000 m³ / day in 2023.

Login (LOGN3)

Logistics operator Log-In announced on Wednesday the purchase of two container vessels for the construction of the Chinese Zhoushan Changhong shipyard and with deliveries scheduled for late 2023 and May 2024.

The company stated in a market-relevant fact that the value of each vessel is $ 42.6 million and that they have a nominal capacity of 3,158 TEU, a unit equivalent to a 20-foot container.

According to Log-In, the capacity of the ships is approximately 25% higher than that of the Polaris Log-In, the most modern ship in the company’s fleet. “However, with a similar fuel consumption performance as it has a more current and efficient technology,” the company stated in the relevant fact.

Hapvida (HAPV3)

Hapvida announced the acquisition, through its subsidiary Ultra Som Serviços Médicos, of 100% of the share capital of Viventi Hospital Asa Sul, in Brasília (DF), for 22 million dollars. In addition to the hospital, Hapvida closed an agreement with the owner of the estate where the Viventi Hospital is located.

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