Ágora exchanges Allos for Telefônica in the dividend portfolio and B3 extends opening hours from November 3rd
Ágora leaves Allos (ALOS3) and enters Telefônica (VIVT3), and the exchange extends trading hours from Tuesday.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM MONEY TIMES · 2 MIN
Ágora Investimentos updated the November dividend portfolio and exchanged Allos (ALOS3) for Telefônica Brasil (VIVT3). The information is from Money Times, which highlights in the report headline returns of up to 12% and five stocks recommended for the month. The movement changes the composition of the list and deserves attention from those who use this type of portfolio as a reference.
According to Money Times, Ágora sees solid cash generation, low macroeconomic sensitivity and a defensive profile in Telefônica. The house also considers, in the adopted scenario, higher long interest rates. In projections, revenues for 2026 and 2027 remained practically unchanged, with adjustments only in the mix between mobile and fixed revenues.
For those who follow dividends, the central point is the combination of cash flow and the cost of money. Assets with a defensive profile are valued, to a large extent, in light of rates, and that is why the reading on long interest rates appears in the house's reasoning. The analysis, however, does not provide a price projection for the share.
On another front, B3 reported that, from Tuesday, November 3rd, the spot market for shares will start trading from 10am to 5:55pm, compared to the previous time, which ended at 5pm. The expansion also applies to the organized counter. According to Money Times, the reason given is the end of daylight saving time in the United States.
The closing call takes place between 5:55 pm and 6:00 pm, and cancellation of orders is available until 6:45 pm. The change is not limited to shares: it also affects futures, options and structured operations in the indices, commodities and dollar segments.
What changes for the investor
In the dividend portfolio, the exchange of Allos for Telefônica Brasil reflects Ágora's reading of each company, and it is up to each investor to compare this thesis with their own objectives and deadlines. In day-to-day trading, the extended window on the stock market and in derivatives can increase the time to react to news and data, especially for those who follow Nasdaq and the dollar in parallel. This analysis does not constitute a recommendation to buy or sell any asset.
Automatically translated from Portuguese.
