Titoli di Stato paesi-emergenti Obbligazioni Brasile e Petrobras
- Creatore Discussione bia06
- Data di Inizio
tommy271
Forumer storico
Bovespa sobe 1% e fecha trimestre com melhor desempenho desde 2009
SÃO PAULO (Reuters) - O principal índice da bolsa paulista fechou em alta nesta sexta-feira, após uma sequência de seis quedas abrir espaço para ajustes, e fechou setembro com a terceira alta mensal seguida e o melhor desempenho trimestral em oito anos.
O Ibovespa fechou em alta de 0,99 por cento, a 74.293 pontos, acumulando perda de 1,45 por cento na semana. No mês, o índice subiu 4,88 por cento e, no trimestre, a alta foi de 18,11 por cento, o maior ganho desde o terceiro trimestre de 2009 (19,53 por cento).
Bovespa sobe 1% e fecha trimestre com melhor desempenho desde 2009
SÃO PAULO (Reuters) - O principal índice da bolsa paulista fechou em alta nesta sexta-feira, após uma sequência de seis quedas abrir espaço para ajustes, e fechou setembro com a terceira alta mensal seguida e o melhor desempenho trimestral em oito anos.
O Ibovespa fechou em alta de 0,99 por cento, a 74.293 pontos, acumulando perda de 1,45 por cento na semana. No mês, o índice subiu 4,88 por cento e, no trimestre, a alta foi de 18,11 por cento, o maior ganho desde o terceiro trimestre de 2009 (19,53 por cento).
Bovespa sobe 1% e fecha trimestre com melhor desempenho desde 2009
tommy271
Forumer storico
Petrobras refinancia y paga créditos por 4.700 mln dlrs
SAO PAULO (Reuters) - Petróleo Brasileiro pagó y refinanció un monto combinado de 4.700 millones de dólares en préstamos con vencimientos entre el 2018 y 2019, en momentos en que la compañía controlada por el estado intenta reducir su deuda, la carga financiera más pesada entre todas las grandes petroleras del mundo.
Petrobras refinancia y paga créditos por 4.700 mln dlrs
SAO PAULO (Reuters) - Petróleo Brasileiro pagó y refinanció un monto combinado de 4.700 millones de dólares en préstamos con vencimientos entre el 2018 y 2019, en momentos en que la compañía controlada por el estado intenta reducir su deuda, la carga financiera más pesada entre todas las grandes petroleras del mundo.
Petrobras refinancia y paga créditos por 4.700 mln dlrs
Fabrib
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tommy271
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Brasil cree que privatización de Petrobras es posible a largo plazo
REUTERS
Una privatización de la compañía controlada por el estado es factible a largo plazo, dijo la noche del lunes el ministro de Minas y Energía de Brasil Fernando Coelho Filho, en un sorpresivo comentario que se conoce en medio de una polémica sobre la venta de activos estatales en la mayor economía de América Latina.
En un programa de entrevistas en la televisión pública de São Paulo, Coelho Filho dijo que la venta de Petroleo Brasileiro SA podría producirse en algún momento en el futuro, según un reporte publicado en la página web G1.
“Creo que va a suceder, es un camino”, dijo Coelho Filho, citado por G1.
Con respecto a la privatización de Centrais Eletricas Brasileiras SA, el ministro dijo que el proceso incluirá a Furnas Centrais Elétricas SA y a la Companhia Hidro Elétrica SA São Francisco SA, conocida como Chesf.
“Vamos a privatizar el holding y las unidades afiliadas”, dijo Coelho Filho durante el programa de televisión, según G1, que informó que en el Congreso hay una renuencia respecto a la privatización de ambas filiales.
La oficina de prensa del ministerio no quiso hacer comentarios inmediatos sobre las declaraciones de Coelho Filho.
REUTERS
Una privatización de la compañía controlada por el estado es factible a largo plazo, dijo la noche del lunes el ministro de Minas y Energía de Brasil Fernando Coelho Filho, en un sorpresivo comentario que se conoce en medio de una polémica sobre la venta de activos estatales en la mayor economía de América Latina.
En un programa de entrevistas en la televisión pública de São Paulo, Coelho Filho dijo que la venta de Petroleo Brasileiro SA podría producirse en algún momento en el futuro, según un reporte publicado en la página web G1.
“Creo que va a suceder, es un camino”, dijo Coelho Filho, citado por G1.
Con respecto a la privatización de Centrais Eletricas Brasileiras SA, el ministro dijo que el proceso incluirá a Furnas Centrais Elétricas SA y a la Companhia Hidro Elétrica SA São Francisco SA, conocida como Chesf.
“Vamos a privatizar el holding y las unidades afiliadas”, dijo Coelho Filho durante el programa de televisión, según G1, que informó que en el Congreso hay una renuencia respecto a la privatización de ambas filiales.
La oficina de prensa del ministerio no quiso hacer comentarios inmediatos sobre las declaraciones de Coelho Filho.
tommy271
Forumer storico
Petrobras: 2 Analysts, 2 Skeptics
Analysts at Raymond James and Barclays think Petrobras' investor day optimism was overdone.
By
Dimitra DeFotis
Oct. 3, 2017 1:12 p.m. ET
Shares of Brazil's state-controlled oil producer and refiner Petroleo Brasileiro or Petrobras(PBR) rose 3.6% in recent trading after an analyst meeting in New York Monday.
But two analysts were largely unmoved by the company's comments, and see political risk ahead.
Raymond James Analyst Pavel Molchanov, who rates the stock Market Perform, thinks that Petrobras' 2021 oil production projection is too optimistic. Though with the stock trading near $10.44 today, it is still trading below his book value estimate of $11.99 as of June. Molchanov thinks that investors need to include Brazil's October 2018 presidential election outcome in their investment thesis over the next year. He writes:
"Alongside the usual company-specific issues, there is no escaping the macro backdrop – currency volatility and policy uncertainty in the run-up to the 2018 presidential election – that helps make this stock so polarizing, even in the context of other National Oil Companies (NOCs) ...The 2021 domestic liquids production target of 2.77 MMbpd, as spelled out in the year-ago Business Plan, remains unchanged – and, in our view, as unrealistic as before. With production having averaged 2.16 MMbpd from January to August 2017, the targeted net uplift of 600,000 bpd over a four-year period equates to 6.5% annualized growth, which (strikingly) contrasts with a total increase of 6.5% between 2010 and 2017. We would be much more comfortable with a target of around 2.4 MMbpd, and we suspect that it will be revised down over the next 18 to 24 months ..."
Barclays Analyst Paul Y. Cheng has an Underweight weighting on PBR shares with an $8 price target, and also has an Underweight rating on A shares. He writes:
The "Oct. 2, 2017 Investor Day in NYC ... will ultimately have a neutral impact on the shares' near-term performance. While management provided good detail on a range of important topics and convincingly reaffirmed production growth and deleveraging goals, there were no hints of major breakthroughs on important topics such as the Transfer of Rights negotiation or finding a partner for the downstream. Further, while the potential IPO of a 25-40% stake in BR Distribuidora is still targeted for this year pending suitable market conditions, management spoke plainly of potentially executing the offering in 2018 instead, despite the risk posed by a Brazil election year and what we believe were investors' expectations that it go through by end of 2017. In our opinion, positives in the reaffirmation of the lofty 2018 production growth goal and the announcement earlier in the morning of several billion dollars worth of pre-payments and refinancings were largely outweighed by lack of signal on progress elsewhere.As such, we believe the Analyst Day was neither a positive nor a negative. ... We do not believe the preferred should trade at a discount to the common, since we don't pledge any value to the voting rights given the government's majority ownership ... i.e., it is highly unlikely the government will sell down to a minority ownership in the company. The primary obstacle for Petrobras, in our view, is considerable political risk. Despite the fundamental momentum over the last year as well as any additional near-term potential catalysts, the political environment in Brazil remains foggy until better line of sight is available for the October 2018 Presidential elections - especially given Lula's continued strong showing in recent polls ..."
Petrobras: 2 Analysts, 2 Skeptics
Analysts at Raymond James and Barclays think Petrobras' investor day optimism was overdone.
By
Dimitra DeFotis
Oct. 3, 2017 1:12 p.m. ET
Shares of Brazil's state-controlled oil producer and refiner Petroleo Brasileiro or Petrobras(PBR) rose 3.6% in recent trading after an analyst meeting in New York Monday.
But two analysts were largely unmoved by the company's comments, and see political risk ahead.
Raymond James Analyst Pavel Molchanov, who rates the stock Market Perform, thinks that Petrobras' 2021 oil production projection is too optimistic. Though with the stock trading near $10.44 today, it is still trading below his book value estimate of $11.99 as of June. Molchanov thinks that investors need to include Brazil's October 2018 presidential election outcome in their investment thesis over the next year. He writes:
"Alongside the usual company-specific issues, there is no escaping the macro backdrop – currency volatility and policy uncertainty in the run-up to the 2018 presidential election – that helps make this stock so polarizing, even in the context of other National Oil Companies (NOCs) ...The 2021 domestic liquids production target of 2.77 MMbpd, as spelled out in the year-ago Business Plan, remains unchanged – and, in our view, as unrealistic as before. With production having averaged 2.16 MMbpd from January to August 2017, the targeted net uplift of 600,000 bpd over a four-year period equates to 6.5% annualized growth, which (strikingly) contrasts with a total increase of 6.5% between 2010 and 2017. We would be much more comfortable with a target of around 2.4 MMbpd, and we suspect that it will be revised down over the next 18 to 24 months ..."
Barclays Analyst Paul Y. Cheng has an Underweight weighting on PBR shares with an $8 price target, and also has an Underweight rating on A shares. He writes:
The "Oct. 2, 2017 Investor Day in NYC ... will ultimately have a neutral impact on the shares' near-term performance. While management provided good detail on a range of important topics and convincingly reaffirmed production growth and deleveraging goals, there were no hints of major breakthroughs on important topics such as the Transfer of Rights negotiation or finding a partner for the downstream. Further, while the potential IPO of a 25-40% stake in BR Distribuidora is still targeted for this year pending suitable market conditions, management spoke plainly of potentially executing the offering in 2018 instead, despite the risk posed by a Brazil election year and what we believe were investors' expectations that it go through by end of 2017. In our opinion, positives in the reaffirmation of the lofty 2018 production growth goal and the announcement earlier in the morning of several billion dollars worth of pre-payments and refinancings were largely outweighed by lack of signal on progress elsewhere.As such, we believe the Analyst Day was neither a positive nor a negative. ... We do not believe the preferred should trade at a discount to the common, since we don't pledge any value to the voting rights given the government's majority ownership ... i.e., it is highly unlikely the government will sell down to a minority ownership in the company. The primary obstacle for Petrobras, in our view, is considerable political risk. Despite the fundamental momentum over the last year as well as any additional near-term potential catalysts, the political environment in Brazil remains foggy until better line of sight is available for the October 2018 Presidential elections - especially given Lula's continued strong showing in recent polls ..."
Petrobras: 2 Analysts, 2 Skeptics
tommy271
Forumer storico
Brasil coloca 3.000 mln dlr en bono a 10 años con rendimiento de 4,675 pct
(Reuters) - Brasil vendió 3.000 millones de dólares en un bono a 10 años el martes, dijo el Ministerio de Hacienda, con un precio de 99,603 por ciento y un rendimiento del 4,625 por ciento.
La operación se colocó con un diferencial de 235 puntos básicos por sobre la deuda comparable del Tesoro de Estados Unidos.
Brasil coloca 3.000 mln dlr en bono a 10 años con rendimiento de 4,675 pct
(Reuters) - Brasil vendió 3.000 millones de dólares en un bono a 10 años el martes, dijo el Ministerio de Hacienda, con un precio de 99,603 por ciento y un rendimiento del 4,625 por ciento.
La operación se colocó con un diferencial de 235 puntos básicos por sobre la deuda comparable del Tesoro de Estados Unidos.
Brasil coloca 3.000 mln dlr en bono a 10 años con rendimiento de 4,675 pct
tommy271
Forumer storico
Bolsa de Brasil renueva récord en medio de optimismo de los inversores
SAO PAULO (Reuters) - La bolsa de Brasil cerró el martes con una fuerte alza que la llevó a un máximo histórico, con las acciones de Petrobras impulsando al mercado después de los comentarios del ministro de Minas y Energía sobre una eventual privatización de la compañía en el futuro.
* El índice referencial Bovespa ganó un 3,23 por ciento y terminó a 76.762 puntos, un nivel de cierre histórico. El volumen financiero de la jornada fue de 11.330 millones de reales, por encima de la media diaria de septiembre de 9.970 millones.
Bolsa de Brasil renueva récord en medio de optimismo de los inversores
SAO PAULO (Reuters) - La bolsa de Brasil cerró el martes con una fuerte alza que la llevó a un máximo histórico, con las acciones de Petrobras impulsando al mercado después de los comentarios del ministro de Minas y Energía sobre una eventual privatización de la compañía en el futuro.
* El índice referencial Bovespa ganó un 3,23 por ciento y terminó a 76.762 puntos, un nivel de cierre histórico. El volumen financiero de la jornada fue de 11.330 millones de reales, por encima de la media diaria de septiembre de 9.970 millones.
Bolsa de Brasil renueva récord en medio de optimismo de los inversores
tommy271
Forumer storico
Fitch eleva rating da Vale para "BBB+"; melhora perspectiva para estável
(Reuters) - A agência de classificação de risco Fitch elevou nesta terça-feira o rating da mineradora Vale de “BBB” para “BBB+”, e alterou a perspectiva de negativa para estável.
Fitch eleva rating da Vale para "BBB+"; melhora perspectiva para estável
(Reuters) - A agência de classificação de risco Fitch elevou nesta terça-feira o rating da mineradora Vale de “BBB” para “BBB+”, e alterou a perspectiva de negativa para estável.
Fitch eleva rating da Vale para "BBB+"; melhora perspectiva para estável
tommy271
Forumer storico
Governo brasileiro emite US$3 bi em título de 10 anos com taxa de 4,675% ao ano
BRASÍLIA (Reuters) - O governo brasileiro emitiu 3 bilhões de dólares em título com vencimento em 10 anos, com taxa de 4,675 por cento ao ano e spread de 235 pontos básicos acima dos títulos de referência dos Estados Unidos, informou o Tesouro Nacional nesta terça-feira.
O papel, denominado Global 2028 com vencimento em 13 de janeiro de 2028, carrega cupom de 4,625 por cento ao ano, tendo sido colocado ao preço de 99,603 por cento do valor de face.
Governo brasileiro emite US$3 bi em título de 10 anos com taxa de 4,675% ao ano
BRASÍLIA (Reuters) - O governo brasileiro emitiu 3 bilhões de dólares em título com vencimento em 10 anos, com taxa de 4,675 por cento ao ano e spread de 235 pontos básicos acima dos títulos de referência dos Estados Unidos, informou o Tesouro Nacional nesta terça-feira.
O papel, denominado Global 2028 com vencimento em 13 de janeiro de 2028, carrega cupom de 4,625 por cento ao ano, tendo sido colocado ao preço de 99,603 por cento do valor de face.
Governo brasileiro emite US$3 bi em título de 10 anos com taxa de 4,675% ao ano
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