Eneva (ENEV3), São Martinho (SMTO3) and Vale (VALE3) lead losses this afternoon (3); Ibovespa is falling

At 14:51 this Thursday (3), Ibovespa fell 0.03%, to 116,893 points. Eneva (ENEV3)(-4.32%), São Martinho (SMTO3)(-3.82%) and Vale (VALE3)(-2.99%) led the decline in the index.

Méliuz (CASH3)(+7.32%), Magazine Luiza (MGLU3)(+6.80%) and Americanas (AMER3)(+5.09%) stood out positively at the opposite end.

See here for the main news from major Brazilian companies, including shareholder notices, market notices, relevant facts and more information from the specialist press:

balance sheets

Pan Bank (BPAN4) – Banco Pan (BPAN4) reported adjusted net income of R$193 million, in line with Q3 2021 results. PAN’s adjusted ROE (return on equity) was 11.70% per annum.

The credit portfolio of the institution reached R$ 36.2 billion in the third quarter, 88% of secured loans. The level of delinquency over 90 days remained stable and amounted to 6.8% at the end of September.

Petrobras (PETR3)(PETR4) – This Thursday (2), Petrobras (PETR3)(PETR4) publishes its balance sheet data for the third quarter of this year.

According to Bloomberg, the net income for that period should be between R$ 42 and 53.5 billion.

In addition to the state-owned company, GPA (PCAR3), Lojas Renner (LREN3), Alpargatas (ALPA4), Tenda (TEND3), BR Properties (BRPR3), AES Brasil (AESB3), Fleury (FLRY3) and Marcopolo (POMO4) ) published will report its third-quarter numbers as expected after market close

SBF (SBFG3) – The SBF Group (SBFG3) recorded a net income of R$14.9 million between July and September. The result was 93.2% lower than the one reported a year ago (R$221.4 million).

Vulcabras (VULC3) – Vulcabras (VULC3) recorded a net profit of R$97.9 million in the third quarter of this year. This figure was 22.6 percent less than in the same period in 2021.

corporate report

both (ABEV3) – For ValueAmbev reported that impacts are being felt in some manufacturing and distribution units due to road blockages.

Ambiparous (AMBP3) – Ambipar (AMBP3) announced the acquisition of ownership control of ViraSer, through its direct subsidiary Environmental ESG Participações SA.

Pan Bank (BPAN4) – Banco Pan (BPAN4) reached 22.2 million customers in the third quarter of 2022, an increase of 47.0% compared to the same period last year.

BB (BBAS3) – The president of Banco do Brasil, Fausto Ribeiro, should be the institution’s main point of contact with the transitional government starting this Thursday (3), the newspaper reported State of São Paulo and a real-time news system broadcast.

The executive branch is responsible for receiving requests from the current management and the team of newly elected President Luiz Inácio Lula da Silva (PT) in order to then delegate the appropriate areas of the bank.

Braskem (BRKM5) and Petrobras (PETR3)(PETR4) – The sale of Petrobras’ (PETR3)(PETR4) stake in Braskem (BRKM5) became uncertain with the election of Luiz Inácio Lula da Silva (PT) as President of the Republic, the newspaper reported. Value.

still about Petrobras (PETR3)(PETR4), the company planned to begin oil exploration off the coast of Amapá in the so-called Foz do Amazonas this year, but the lack of the latest studies predicting possible areas affected in the event of an oil spill is hampering the company’s plans, the newspaper said. The globe of the earth. Read more here.

CSN (CSNA3) – The president of Companhia Siderúrgica Nacional (CSN)(CSNA3), Benjamin Steinbruch, says the company has prepared for tougher times. According to the executive, the scenario is very similar to that of March 2020, when the covid-19 pandemic progressed in the world and business had to be prepared for a more acidic environment.

“We took aggressive measures to prepare the company for difficult times, for major changes in production and consumption,” recalled the businessman in a teleconference with analysts on Tuesday (1). see more details here.

electric bras (ELET3)(ELET6) – Eletrobras (ELET3) signed a R$387.5 million contract with Cetenco Engenharia to settle a lawsuit. Payment must be made within fifteen days after court approval and the corresponding final decision without right of appeal, when the legal dispute will be definitively concluded. (I want to invest)

eneva (ENEV3) – Pedro Zinner has presented to the board of directors of Eneva (ENEV3) his intention to resign as CEO. The collegium initiated the process of executive succession.

Equatorial (EQTL3) – Hélio Reinaldo Rafael Filho has been elected by the board of directors to assume the position of CEO of Equatorial Piauí Distribuidora de Energia. The executive director replaces Lener Jayme, who is acting as director without special appointment.

Guararapes (GUAR3) – Guararapes (GUAR3) closed the 6th issue of debentures, totaling R$ 400 million, and authorized the issuance of R$ 300,000,000.00 in debentures of its chain of stores Riachuelo, in the 4th operation of its kind. 300 thousand works will be distributed. The funds will be fully used to strengthen the cash position of the store network.

Hermes Pardini (PARD3) – Hermes Pardini (PARD3) has signed an agreement to purchase 100% of the equity capital of HSB – Anatomia Patológica Hugo Silviano Brandao, located in Belo Horizonte (MG), for R$11 million.

JBS (JBSS3) – JBS (JBSS3) entered into a syndicated financing agreement of up to US$1.5 billion with Bank of Montreal.

Free market (MELI34) – The free market (MELI34) has informed Value which has changed product delivery deadlines in some locations, as a precaution due to the unpredictability of anti-democratic demonstrations against the results of the polls in the elections last Sunday (30).

The e-commerce platform informed the vehicle that “given the need for new adjustments, it will inform its customers about a possible extension of the delivery period.”

nature (NTCO3) – Since 2016, Natura (NTCO3) has been building an “ecosystem” of startups that test products, solutions and services that can be incremental (improvements or enhancements) or disruptive (when big leaps in innovation are made): Natura Startups .

“We want to be a big lightning rod for the market, with non-obvious solutions,” says José Manuel da Silva, Vice President of New Business at Natura. See the full press report State of São Paulo here.

Neoenergy (NEOE3) – The National Electricity Agency (Aneel) approved the adjustment of tariffs for the distributor Neoenergia Brasília, from Neoenergia (NEOE3), with an average increase of 11.17%, which will be applied from this Thursday (3).

The average transfer price of the power purchase agreement is set at R$273.32 per average megawatt (MWh).

Nubank (NUBR33) – This week, Nubank (NUBR33) opened a new workspace in São Paulo for its employees, in the Vila Leopoldina district, according to the newspaper. State of São Paulo.

In testing phase since October, the site complements the digital bank’s hybrid operation strategy, called “Jeito Nu de Trabalho”, created in June.

According to the vehicle, the model provides a week in the office every two months of remote work, where teams meet for planning and meetings that would be more efficient and productive in person.

Petrobras (PETR3)(PETR4) – Minority shareholders represented by the United Federation of Oil Workers (FUP) and Anapetro intend to challenge the payment of the speculated “megadividend” in court, if the board of directors approves it.

According to the entities, there are rumors that the payment could reach the level of R$ 50 billion. The dividend payment throughout the year was higher than the investments made by the company in the year, FUP warned.

As a relevant fact, Petrobras said that the topic has been set for a meeting this Thursday (3), but said that no decision has yet been made on the matter.

PetroReconcavo (RECV3) – On Tuesday (1) PetroRecôncavo (RECV3) and its subsidiaries SPE Miranga and Potiguar E&P signed an agreement for the sale of natural gas stocks with Transportadora Associada de Gás SA – TAG.

The contract provides for the supply on a firm basis of 50,000 m³/d of natural gas, effective until December 31, 2023, and delivery is expected to begin this Thursday (2).

Prio, formerly PetroRio (PRIO3) – Prio (PRIO3) expects to take over the Albacora Leste operation, in the Campos Basin, within the next two months, said the oil company’s COO, Francilmar Fernandes. The information is from the agency Reuters.

The field was purchased from Petrobras (PETR3)(PETR4) in April this year, for US$2.2 billion. According to the COO, more than 40 employees are already on board from Albacor Leste, responsible for planning the actions.

This morning the company announced the sale of its stake in the Manati field for R$124 million.

Randon (RAPT4) – Randon (RAPT4) has closed, through its US subsidiary Holdco, the acquisition of Hercules Enterprises, LLC.

Roma (ROMI3) – Romi (ROMI3) reported that the company’s new shareholder agreement will take effect next Saturday (5th). This new agreement was signed last Tuesday (1).

Santander (SANB11) – After the election period and with the Selic rate stable, Santander (SANB11) believes that Brazil is helping the optimism with Latin America for the coming year.

lived (SLED3)(SLED4) – Saraiva (SLED3)(SLED4) ended on Monday (31) the period for exercising the right of priority for recapitalization of the company.

The company’s shareholders subscribed for 17,989 preferred shares at the issue price of R$4.53. As a result, an amount of R$81,490.17 was reached, which corresponds to 0.229941% of the capital increase.

Therefore, of the 7,823,321 preferred shares issued through recapitalization, the right of priority over a total of 7,805,332 was not realized.

suzanno (SUZB3) – Suzano (SUZB3) concluded an agreement on a new credit line: Export Credit Supported Facility, financed by Finnish Export Credit – FEC, and guaranteed by Finnvera, the Finnish export credit agency. The measure covers the financing of equipment and services related to the Cerrado project, in a total amount of up to 800 million US dollars or the equivalent in euros.

Alright (VALE3) – Citi cut its 2022 EBITDA projection for mining company Vale (VALE3) by 8% to $19.1 billion. The recommendation to buy the company’s shares is maintained, as well as the target price of USD 16 per ADR.

Votorantim Cement – Votorantim Cimentos concluded the takeover of Heidelberg Materials’ operations in southern Spain.

Vulcabras (VULC3) – Flavio de Carvalho Bento resigned as industrial director. The functions of this position are taken over by Rodrigo Miceli Piazer, director of the supply chain.

earnings

Vulcabras (VULC3) – Vulcabras (VULC3) will distribute BRL 90,929,810.28 as interim dividend. Investors who are positioned as shareholders on November 10 will be entitled to loans, and the payment is scheduled for November 22.