the gestures of state owned constitute the main part of the brokerage recommendations in the event of a victory of the president Jair Bolsonaro (PL) next Sunday (30).
In addition to Petrobras (PETR4) e Bank of Brazil (BBAS3), Guide even included the to know (SBSP3), the public sanitation company of São Paulo, in a “Bolsonaro Basket“.
In common is the thesis that the privatizations would be more likely to advance with the re-election of the PL candidate.
In São Paulo, the dispute now continues in a technical clash between Bolsonarista Tarcísio de Freitas (Republicans) and PT Fernando Haddad, according to Ipec. Lula is ahead of Bolsonaro in the domestic dispute, but by a narrow margin.
Órama only cited Petrobras and Banco do Brasil as indicated actions for a possible new Bolsonaro government. Genial has already added Multiplane (MULTI3), American (AMER3) e Agricultural SLC (SLCE3) among the recommendations.
The thesis on Multiplan and Americanas has in common the base scenario of fiscal austerity and low interest rates. “Mall stocks are often compared to long-term federal government bond rates,” he pointed out.
The broker’s analysts also pointed to the president’s speech in support of agribusiness and cite the possibility of expansions and loans from companies in the sector – which they say should benefit the Agricultural SLC (SLCE3).
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