São Paulo – This Thursday (14) company news highlights the operating previews of several construction companies, such as Cyrela, Cury, Even, Melnick and Moura Dubeux. In addition, the Celg Transmissão auction is taking place today, which should include the participation of B3 companies.
Hapvida announced the acquisition, through its subsidiary Ultra Som Serviços Médicos, of 100% of the share capital of Viventi Hospital Asa Sul.
dispatch auction
The Celg Transmissão Auction will take place on Thursday at 2pm, at Headquarters B3 in São Paulo.
The asset has 755 kilometers of transmission lines (mostly in Goiás), with concession contracts with a deadline between 2043 and 2046. In total, there are 12 private substations, which represent the allowable annual revenue (RAP) of the order of R$216 million.
In the Credit Suisse rating, Taesa (Tai 11), CPFL Power (CPFE3) and EDP Energia (ENBR3) among the potential bidders, along with Energisa (Engy 11).
The analysis house Levante also sees a possible participation in the Issa-Katib dispute (TRPL4). check what Wait for the auction.
On Wednesday, the House of Representatives approved The main text of the project that fixes ICMS The crash is over fuel, a suggestion that President Jair Bolsonaro has championed, but that does not have the sympathy of most conservatives.
The bill was originally sent to Congress by Bolsonaro’s government, which attributes higher fuel prices to governors and ICMS imposed by federal entities.
The proposal was also supported by the President of the Chamber, Arthur Lyra (PP-AL).
However, the state governments claim that they will incur a loss of R$24 billion with the project changing the ICMS account, and have cited the pricing policy practiced by Petrobras as being really responsible for the high prices that are practiced in the country.
The main text was approved by 392 votes to 71 against.
If approved, this change will reduce pump prices in the short term as well as reduce pump price volatility. It is noteworthy that the bill still needs Senate approval to be effective. In short, we see this as good news for the sector, and in particular for Petrobras, as it addresses the political debate over fuel prices in Brazil, without interfering with market prices at refineries”, notes Credit Suisse.
Also on Radar, Petrobras reports that it has received binding offers from interested parties to acquire onshore production assets located in the Recôncavo and Tucano basins, in Bahia state, known as the Polo Bahia Terra.
The state-owned company said that “the consortium formed by Aguila Energia e Participações Ltda and Infra Construtora e Serviços Ltda submitted the best offer, in the amount of over US$1.5 billion, with the company’s Executive Board agreeing to start phase negotiations.”
Cirilla Recorded R$2.2 billion in Gross Sales Value (PSV) for launches in Q3 2021An increase of 33.2% over the same period in 2020. According to the company’s operational preview, released on Wednesday, the company launched 12 projects between July and September.
On the other hand, contracted net sales in the third quarter were R$1.366 billion, 20.2% lower than the same period a year earlier and 12.5% lower than the second quarter of 2021.
Cury launched six projects in the third quarter, with a PSV value of R$720.2 million and up 81.5% over the same period in 2020.
PSV totaled R$767 million, with R$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% decline in net sales, which totaled R$277 million in the first nine months of the year.
Melnick announced the launch of two projects in the third quarter, with a net PSV of R$162.5 million, an increase of 84.6% on a year-over-year basis.
Moorish Dubox (MDNE3)
Property launches in Moura Dubeux increased 52.1% in the third quarter over the prior year, to R$336.2 million in net PSV. Contracted sales increased 23.4% to R$343 million.
Lavvi announced a dividend of R$120 million (equivalent to a 9.6% dividend yield). Payment will be made on October 27, 2021 and the shares will be trading ex-dividend as of October 19, 2021.
“We view the payout as positive, as we believe Lavvi’s strong cash can support this distribution without compromising its leverage or growth prospects. However, we expect a positive reaction to the role and reiterate our positive vision for the company,” XP notes.
brazilian perfume waterENBR3)
EDP Brasil has released the operating preview for the third quarter of 2021. In the distribution sector, the company saw a 4.2% increase in the volume of distributed power between July and September compared to the same period last year, at 6,446 MWh. High is 3.8% in EDP São Paulo (3927 MWh) and 5% in EDP Espírito Santo (2518 MWh).
From January to September, the volume of distributed power grew by 8% compared to the same period the previous year, with an increase of 8.2% in EDP São Paulo and 7.9% in EDP Espírito Santo.
Petrokonkavo (RECV3)
Brazilian oil company PetroReconcavo has won a public invitation to supply natural gas to Companhia Paraibana de Gás (PBGás), an input distributor in Paraíba, effective January 2022, the company said in a statement on Wednesday.
The contract, scheduled to be signed in the first week of November, will run for two years, with the supply of 50,000 m3/day of natural gas in 2022 and 150,000 m3/day in 2023.
Logistics company Log-In on Wednesday announced the purchase of two container ships that will be built by Chinese shipyard Zhoushan Changhong and scheduled for delivery at the end of 2023 and May 2024.
The company stated in a relevant market fact that each vessel is valued at $42.6 million and has a nominal capacity of 3,158 TEUs, which is a unit equivalent to a 20-foot container.
According to Log-In, the vessels’ capacity is about 25% larger than that of Log-In Polaris, which is the newest vessel in the company’s fleet. “However, with similar fuel consumption performance, as it has more modern and efficient technology,” the company stated in a related fact.
Hapvida announced the acquisition, through its subsidiary Ultra Som Serviços Médicos, of 100% of the share capital of Viventi Hospital Asa Sul, in Brasilia (DF), for R$22 million. In addition to the hospital, Hapvida has closed an agreement with the owner of the property where Viventi Hospital is located
(with Reuters and Estadão content)
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