Itaú and BB Seguridade balance sheets and the merger of Yduqs with Afya shake up the week's agenda

The corporate agenda of the Brazilian Stock Exchange gains weight this Wednesday (4/11), with two names from the financial sector taking center stage. According to InfoMoney, Itaú (ITUB4) and BB Seguridade (BBSE3) release results on the day, alongside Marcopolo (POMO4) and RD Saúde (RADL3). Another article from the same editorial, however, says that Itaú and BB Seguridade will release it on Tuesday (3), and the divergence still needs to be checked in the companies' official calendar.

Vibra (VBBR4), C&A (CEAB3), Axia Energia (AXIA3), Minerva (BEEF3), Riachuelo (RIAA3) and PRIO (PRIO3) also released their results on this date, according to InfoMoney. Bradesco (BBDC4), in turn, had already published its balance sheet at the end of October, which gives investors comparison data for reading the banking sector.

On the operational side, Aeris (AERI3) requested extrajudicial recovery, a tool through which the company tries to reach agreements with creditors outside of court. As for Alupar (ALUP11), it led a project in Chile with an estimated value of US$85 million. Yduqs (YDUQ3), in turn, is moving forward with a merger with Afya and called a meeting for the 25th, without the investigation informing the month.

According to InfoMoney, the calendar for the week of November 2nd to 6th brings third quarter numbers from technology companies, vehicle rental, pulp and paper, water and sewage, energy generation, as well as retail and banks. In financial institutions, investors mainly observe the financial margin, default rates and profitability.

This Wednesday's market agenda, according to Seu Dinheiro, includes elections in the United States, the Copom and Itaú's balance sheet, without the text detailing the Copom meeting. The same material rescues the term lame duck, which emerged in 18th century England to designate bankrupt investors who left the market. In the USA, the label began to be applied to those who remain in office without the strength they had before: heads of the national Executive, governors and legislators in the last months of their term.

What changes for the investor

For those who invest, the most direct effect is on the market's reading of bank numbers. Itaú's result, added to that of BB Seguridade, tends to serve as a reference for the sector, especially in terms of financial margin, default and profitability indicators that are already on the radar. On the restructuring side, Aeris' request and the merger of Yduqs with Afya remind us that credit risk and governance continue to weigh on the choice of securities. This text does not indicate the purchase or sale of any share, nor does it project quotations. It is worth comparing each number with the interest and tax liability assumptions that guide the portfolio.

Automatically translated from Portuguese.