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586 results for “ewz”

Itaú Shares Drop as Robust Q2 Profit Hides Full-Year Service Revenue Guidance Cut
Markets• Aug 05

Itaú Shares Drop as Robust Q2 Profit Hides Full-Year Service Revenue Guidance Cut

Itaú Unibanco reported a strong R$ 12.4 billion Q2 recurring profit, but a surprise cut to its fee income forecast weighed on the B3 stock.

Iguatemi (IGTI11) Recurrent Profit Jumps 22.1%, Overshadowing Consolidated Loss
PROMarkets• Aug 05

Iguatemi (IGTI11) Recurrent Profit Jumps 22.1%, Overshadowing Consolidated Loss

Iguatemi reported a 22.1% rise in pro forma recurring profit for Q2, allowing investors to value core operations over the temporary consolidated loss.

Brazil Central Bank Poised for Selic Cut to 14.00%; Guidance on Easing Cycle is the Key Market Driver
PROMarkets• Aug 05

Brazil Central Bank Poised for Selic Cut to 14.00%; Guidance on Easing Cycle is the Key Market Driver

Central Bank of Brazil is set to cut the Selic rate by 25bp, but market focus is entirely on forward guidance.

Major Institution Forecasts Brazilian Real Depreciation to R$5.30 by 2026 Despite Current Strength
PROCurrencies• Aug 05

Major Institution Forecasts Brazilian Real Depreciation to R$5.30 by 2026 Despite Current Strength

A major bank maintains a cautious long-term forecast for the USD/BRL exchange rate, citing structural limits to the Real's appreciation.

USD/BRL Volatility Jumps on US Sanctions Risk and Strait of Hormuz Tensions
Currencies• Aug 05

USD/BRL Volatility Jumps on US Sanctions Risk and Strait of Hormuz Tensions

The Brazilian real depreciated sharply following an escalation of US-Brazil diplomatic tension and fresh Middle East geopolitical risk.

Tegma (TGMA3) Announces Dividend Distribution; Cut-off Date Set for Thursday
PROSmall Caps• Aug 05

Tegma (TGMA3) Announces Dividend Distribution; Cut-off Date Set for Thursday

Tegma Gestão Logística (TGMA3) will distribute R$1.14 per share in dividends and JCP, with the eligibility cut-off date set for Thursday, August 6.

Speculators Maintain Significant Net-Long Bet on Soybean Futures, Signaling Bullish Conviction for Brazil Agribusiness
PROMarkets• Aug 05

Speculators Maintain Significant Net-Long Bet on Soybean Futures, Signaling Bullish Conviction for Brazil Agribusiness

Large non-commercial traders held a 123,705 net-long position in soybean futures, a key indicator for Brazil agribusiness.

GGRC11 Logistics FII Completes R$510 Million Acquisition Spree, Upgrading Portfolio for Stable Returns
Investing• Aug 05

GGRC11 Logistics FII Completes R$510 Million Acquisition Spree, Upgrading Portfolio for Stable Returns

Brazil FII GGRC11 expanded its logistics portfolio by over R$510 million, financed by a quota issuance, signaling potential dividend stability.

Creditas Narrows Q2 Net Loss to R$66.9 Million as AI Strategy Drives Record R$1.14 Billion Origination
PROTech• Aug 05

Creditas Narrows Q2 Net Loss to R$66.9 Million as AI Strategy Drives Record R$1.14 Billion Origination

Brazilian fintech Creditas reported a record R$1.14 billion in 2Q26 loan origination, narrowing its net loss, crediting an AI-first operating model.

Logistics FII GARE11 Acquires Carrefour Warehouse for R$119.8M, Citing Above-Guidance Return Potential
PROInvesting• Aug 05

Logistics FII GARE11 Acquires Carrefour Warehouse for R$119.8M, Citing Above-Guidance Return Potential

Guardian Logística Fundo de Investimento Imobiliário (GARE11) acquired a key logistics asset in São Paulo for R$119.8M, citing strong return projections.

EU Ban on Brazilian Meat Imports Threatens $2 Billion in Exporter Revenue
PROPolitics• Aug 05

EU Ban on Brazilian Meat Imports Threatens $2 Billion in Exporter Revenue

EU's September 3 ban on Brazilian beef, poultry, and honey over antimicrobial use puts up to $2 billion in annual exports at risk.

COPOM Set to Cut Selic Rate to 14.00%; Guidance on Future Cuts is Key for Real, Ibovespa
PROMarkets• Aug 05

COPOM Set to Cut Selic Rate to 14.00%; Guidance on Future Cuts is Key for Real, Ibovespa

Brazil’s Central Bank is expected to cut the Selic rate by 25bps. Forward guidance on the easing cycle is the key market catalyst.

STF Takes Up Gambling Ban Constitutionality Today, Signaling Multi-Billion Dollar Tourism and Real Estate Opportunity
PROPolitics• Aug 05

STF Takes Up Gambling Ban Constitutionality Today, Signaling Multi-Billion Dollar Tourism and Real Estate Opportunity

Brazil's Supreme Court will rule on the 1941 ban on jogos de azar, a decision that could unlock a massive regulated gambling market.

Pague Menos Posts Record 6.5% EBITDA Margin for Q2 2026, But Financial Costs and SSS Slowdown Temper Net Income Growth
Investing• Aug 04

Pague Menos Posts Record 6.5% EBITDA Margin for Q2 2026, But Financial Costs and SSS Slowdown Temper Net Income Growth

Brazilian pharmacy chain Pague Menos (PGMN3) hit a record operational margin in 2Q26, though rising financial expenses and slower same-store sales growth limited net income.

BYD Intensifies Brazil Price War with Locally-Made R$149,990 Flex-Fuel Plug-in Hybrid
Tech• Aug 04

BYD Intensifies Brazil Price War with Locally-Made R$149,990 Flex-Fuel Plug-in Hybrid

Chinese giant BYD launched the Atto 2 DM-i Flex, its first locally-produced flex-fuel PHEV, directly challenging incumbent automakers.

Brent Crude Plunges Below $80 on Hormuz Hopes, Pressuring Petrobras (PETR4) Stock
PROMarkets• Aug 04

Brent Crude Plunges Below $80 on Hormuz Hopes, Pressuring Petrobras (PETR4) Stock

Oil exporter Petrobras sees shares fall as Brent Crude drops over 4% due to optimism on reopening the Strait of Hormuz.

Brazilian Real Rally Pauses as Importers Step In, Establishing R$5.05 as Technical Floor for USD/BRL
PROCurrencies• Aug 04

Brazilian Real Rally Pauses as Importers Step In, Establishing R$5.05 as Technical Floor for USD/BRL

The Brazilian Real's recent rally stalled near R$5.05 after increased demand for US Dollar from domestic importers and bank treasuries.

XP Advises Fixed-Income Shift to IPCA and Pre-Fixed Bonds as Selic Rate Easing Cycle Continues
Investing• Aug 04

XP Advises Fixed-Income Shift to IPCA and Pre-Fixed Bonds as Selic Rate Easing Cycle Continues

XP Inc. recommends fixed-income investors pivot from pure CDI exposure to a diversified mix of inflation-linked and intermediate pre-fixed titles ahead of the expected Selic rate cut this week.

ISA Energia Net Income Plunges 32% as R$17.7 Billion Debt Load Trumps Operating Gains
Investing• Aug 04

ISA Energia Net Income Plunges 32% as R$17.7 Billion Debt Load Trumps Operating Gains

Brazilian utility ISAE4 reported a 32% net income drop to R$174M in 2Q26, underscoring high-rate pressure on indebted infrastructure stocks.

Brazilian Real Volatility Spikes as USD/BRL Breaches Central Bank's R$5.10 Model Ahead of Expected Selic Cut
Markets• Aug 04

Brazilian Real Volatility Spikes as USD/BRL Breaches Central Bank's R$5.10 Model Ahead of Expected Selic Cut

The USD/BRL touched R$5.1351 on Tuesday, rising past the BCB's internal exchange rate model ahead of the expected 25bp Selic rate cut.

COPOM Set to Cut Selic to 14.00%; Investor Focus Shifts to Pace of Future Easing
PROInvesting• Aug 04

COPOM Set to Cut Selic to 14.00%; Investor Focus Shifts to Pace of Future Easing

Brazil's Central Bank is widely expected to cut the benchmark Selic rate by 25 basis points to 14.00% on Wednesday, with the market's attention fixed on forward guidance for the pace of the easing cycle.

Brazil’s Mandatory Ethanol Blend Hike to 32% Fuels Demand Catalyst for Sugar-Energy Stocks
PROSmall Caps• Aug 04

Brazil’s Mandatory Ethanol Blend Hike to 32% Fuels Demand Catalyst for Sugar-Energy Stocks

Government-mandated hike in anhydrous ethanol blend creates a demand floor for Brazilian biofuel producers and strengthens energy security.

Speculators Hold Crowded 160K Net-Long Bet on Soybeans, Creating Liquidation Risk for Brazil Agribusiness
Markets• Aug 04

Speculators Hold Crowded 160K Net-Long Bet on Soybeans, Creating Liquidation Risk for Brazil Agribusiness

Large managed money funds increased their net-long soybean position to over 160,000 contracts, signaling high conviction but also risk.

Pague Menos Posts Record 6.5% EBITDA Margin Despite Sales Miss, Driven by Efficiency Gains
PROMarkets• Aug 04

Pague Menos Posts Record 6.5% EBITDA Margin Despite Sales Miss, Driven by Efficiency Gains

Brazilian pharmacy chain Pague Menos (PGMN3) achieved a record 6.5% adj. EBITDA margin in Q2 2026, defying a 9.3% sales miss.

CVM Targets Q4 for Securities Tokenization Sandbox as Brazil’s RWA Market Tops R$4.8 Billion
PROTech• Aug 04

CVM Targets Q4 for Securities Tokenization Sandbox as Brazil’s RWA Market Tops R$4.8 Billion

Brazil's securities regulator (CVM) is accelerating a regulatory sandbox for tokenized securities, aiming to finalize the experimental framework by Q4 2026.

BNDES R$3.7 Billion Export Finance Commitment De-Risks Major Embraer E2 Deliveries to Porter Aviation
PROInvesting• Aug 04

BNDES R$3.7 Billion Export Finance Commitment De-Risks Major Embraer E2 Deliveries to Porter Aviation

Brazil's development bank approved up to R$3.7 billion in financing for Embraer's export of up to 19 E195-E2 jets to Canada's Porter, mitigating credit risk through FGE insurance.

Selic's Forward Guidance, Not the Rate Cut, is the Key Driver for the Brazilian Real (BRL)
PROCurrencies• Aug 04

Selic's Forward Guidance, Not the Rate Cut, is the Key Driver for the Brazilian Real (BRL)

Investors are focused on the Central Bank's signal about the easing cycle's future, as the expected Selic rate cut is fully priced into USD/BRL.

Brazil Oil Production Hits All-Time High of 4.475 Million bbl/d, Driven by Pre-Salt Expansion
Investing• Aug 04

Brazil Oil Production Hits All-Time High of 4.475 Million bbl/d, Driven by Pre-Salt Expansion

Brazil's oil output reached a new record in June, led by pre-salt fields, providing a major operational tailwind for Petrobras (PETR4).

Speculators Hold Elevated Net-Long Position in Soybeans Despite Brazil’s Record Crop Forecast
Markets• Aug 04

Speculators Hold Elevated Net-Long Position in Soybeans Despite Brazil’s Record Crop Forecast

Large speculators have increased their bullish bets on soybean futures, reaching a net-long position of over 160,000 contracts.

AI-Driven Efficiency Delivers R$380 Million in Gains at Mataripe Refinery, Signaling Brazil’s Industrial Tech Opportunity
PROTech• Aug 04

AI-Driven Efficiency Delivers R$380 Million in Gains at Mataripe Refinery, Signaling Brazil’s Industrial Tech Opportunity

Acelen's $75M operational gain from AI provides a clear investment thesis for industrial digital transformation and tech suppliers on the B3.