election and public accounts shift the stock market’s focus to dividend-paying companies
With high interest rates and fiscal uncertainty, analysts recommend companies with predictable revenue and robust cash.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM INFOMONEY · 1 MIN
The presidential election was concluded, leaving a scenario of uncertainty about public accounts that continues to weigh on the Stock Exchange's performance, according to a survey by InfoMoney.
Given this environment and the high level of interest rates, large banks and brokers decided to reinforce companies that have predictable revenue and solid cash in their portfolios, according to InfoMoney.
At the top of the preferences for the month of November, Petrobras leads the indications in the dividend portfolios analyzed by InfoMoney, appearing in seven out of a total of ten reports.
Just behind in second place, Allos received six nominations, while the group formed by Axia, Copel, Itaú and Vivo registered five mentions each, as detailed by the vehicle.
In turn, Vale accumulated four nominations and caught the market's attention after leaving Itaú BBA's recommended portfolio, according to InfoMoney.
What changes for the investor
For those who operate and invest in the Brazilian Stock Exchange, the moment highlights the search for protection in cash-generating assets in the face of fiscal caution and the high cost of capital. The reconfiguration of portfolios reflects the preference for companies capable of delivering earnings predictability in a challenging macroeconomic scenario.
Automatically translated from Portuguese.
