At 10:46 am this Friday (7), Ibovespa was up 0.25%, at 117,857 points. Méliuz (CASH3)(+6.30%), Grupo Soma (SOMA3)(+4.27%) and Locaweb (LWSA3)(+3.90%) led the index highs.
MRV (MRVE3)(-4.51%), Bradesco (BBDC4)(-2.91%) and Bradesco (BBDC3)(-2.77%) stood out negatively on the opposite side.
Here is the main news from major Brazilian companies, including shareholder notices, market releases, material facts, and information from the specialized press:
Alliar (AALR3) – Nelson Tanure’s fund filed a new draft of the public offering notice (OPA) and the price per share went to R$20.75.
Americanas (AMER3) – Ame Digital Brasil, the retailer’s financial platform, received on Thursday (6), authorization from the Brazilian Central Bank (BC) to operate as a payment institution, as an issuer of electronic currency and as an acquirer.
Ame has more than 35 million downloads, 12 million monthly active users (MAU), over 95 features.
More than 3.6 million merchants nationwide accept the payment method.
The company also announced that it will issue the 18th debenture, in the amount of R$ 1 billion.
Bradesco (BBDC4) – Bradesco released bank credit contracted by Hospital Care Caledonia, informed the board of directors of the hospital chain. A total of R$ 65 million was raised.
BTG Pactual (BPAC11) – BTG Pactual announced, in a relevant fact, the conclusion of the acquisition process of Banco Besa.
Now, the bank will submit within the legal deadline to the Brazilian Securities and Exchange Commission (CVM) the registration request for a unified public offering to acquire all the remaining common shares and class A preferred shares issued by Besa.
The measure meets the obligation to submit a public tender offer due to the sale of the control of Besa to BTG Pactual.
Copel (CPLE6) – Copel Geração e Transmissão, a wholly-owned subsidiary of Copel (CPLE6), announced the acquisition of 100% of the Santa Rosa & Mundo Novo (SRMN) and Aventura Wind Power Complexes currently owned by EDP Brasil (ENBR3).
The assets total 260.4 MW of installed capacity.
The total transaction value informed was R$ 1.803 billion, with an Equity Value (EV) of R$ 965 million, subject to adjustments.
In total, there are nine wind farms in operation (brownfield), located in the towns of Touros and São Tomé, in Rio Grande do Norte (RN).
The company also informed the approval of the anticipation of the payment of interest on equity (IOE), replacing the dividends of the fiscal year 2022.
The amount of IOE to be distributed totals R$ 116,000,000.00, which reflects in a gain of R$ 39,440,000.00 in the result for the 3rd quarter. This also provides a cash preservation in the order of R$ 22.040.000,00.
CSN (CSNA3) – The Board of Directors approved the 12th issue of simple debentures, not convertible into shares, unsecured and in a single series.
The total amount to be issued will be R$1.5 billion, divided in the unit value of R$1 thousand.
The maturity of the debentures is 62 months and the remuneration, 100% of the DI rate + a spread of 2.50% per year.
The net resources obtained will be used for the anticipated amortization of bank credit bills issued in favor of Caixa Econômica Federal and for cash recomposition.
Gafisa (GFSA3) – The arrival of businessman Henrique Blecher in September to lead Gafisa (GFSA3) marks the end of a three-year period in which the real estate development company has operated without a chief executive officer, the CEO, a common figure in any publicly traded company.
All areas will report directly to the new CEO. The unification proposal came from the newcomer himself. “For me to be able to work, I needed carte blanche”, said Blecher, in an interview to Broadcast.
Iguatemi (IGTI11) – The operator announced the inauguration of Sky Galleria, a corporate and commercial complex in Campinas.
With a total GLA of 14,500m² and corporate units of 250m² to 1,000m², Sky Galleria is inside the multipurpose complex Galleria, where there is a complete mix of operations, formed by stores specialized in fashion and accessories.
The commercial tower already has more than 50% of its GLA sold.
Infracommerce (IFCM3) – Infracommerce (IFCM3) announced that it received correspondence from Nucleo Capital Ltda., about the acquisition by the fund of a relevant equity stake in the company, in aggregate, which exceeds 5% of the shares.
Inter (INBR31) – The extraordinary general meeting approved the cancellation of registration as a publicly-held company with the CVM.
Itaú (ITUB4) – Itaú informed that it decided to zero the brokerage fees on shares, BDRs, ETFs and options for its clients of all segments since last Thursday, the 6th.
Log (LOGG3) – Log CP concluded the sale of its stake in Parque Torino Imóveis to the real estate investment fund CSHG Logística (BVMF:HGLG11).
With the transaction, a first installment payment of R$ 120,316,742.19 was made, equivalent to 70% of the total price of the asset.The remaining portion will be paid according to the schedule stipulated in the acquisition contract.
Log-In (LOGN3) – The risk rating agency Fitch Ratings has updated its rating for the debentures of Log-In’s (BVMF:LOGN3) subsidiary, Terminal de Vila Velha (TVV).
The Long Term National Rating was raised from ‘AA-(bra)’ to ‘AA(bra)’.
LupaTech (LUPA3) – The board of directors of Lupatech (LUPA3) approved a capital increase: of R$ 1,439,578.67, through the issuance of 1,142,038 new shares – 5,887 shares originating from the exercise of warrants under the Judicial Reorganization Plan, for the amount of R$ 5,180.56.
1,136,151 shares originating from the exercise of Stock Options granted under the 2017 Incentive Plan and 2020 Incentive Plan, for the amount of R$ 1,434,398.11.
The company’s capital stock increases from R$ 1,897,431,479.42 divided into 29,211,160 shares, all common, nominative, registered and with no par value to R$ 1,898,871,058.09
Moura Dubeux (MDNE3) – The developer’s launches totaled R$ 390.3 million in potential sales value (PSV) in the third quarter, up 16.1% year-on-year, but down 30.5% compared to the previous quarter, according to its operating preview.
MRV (MRVE3) – MRV (MRVE3) informed its projections for Resia, a company of the group that operates in the real estate construction segment in the United States (USA). It is the former AHS.
The estimates list that Resia has the potential to reach net income of US$ 273.0 million between 2022 and 2024.
Oi (OIBR3) – The president of Anatel, Carlos Baigorri, said that the imbroglio about the final values of the purchase of the company’s mobile network by Tim (TIMS3), Vivo, of Telefônica Brasil (VIVT3), and Claro should not impact the provision of services.
According to the newspaper O Estado de S.Paulo, the other competitors accuse Oi of artificially inflating the subscriber base, in addition to making investments below the agreed upon network maintenance.
Petrobras (PETR3)(PETR4) – Amid the campaign for re-election of President Jair Bolsonaro (PL), the state-run company ruled out readjustments even with high oil prices abroad.
The company considers that the recent oscillations in the international market are “speculative movements” and insufficient for fuel prices in Brazil to be readjusted.
Rede D’Or (RDOR3) – The company approved the issuance of R$ 600 million in debentures.
Renova Energia (RNEW3) – The company informed the beginning of the 6th and last Conversion Request Window, in which creditors of the Renova Group companies may express their interest in converting their credits into shares issued by the company.
The period for manifestation and receipt of the conversion request by the company extends over thirty days, starting on October 5 and ending on November 5.
Syn (SYNE3) – The risk rating agency Moody’s has updated the corporate rating of the company and its debentures.
SYN Pro & Tech’s corporate rating has been raised from “A+.br” to “AA.br”. On the company’s first and second series of debentures, Moody’s raised the ratings from “A.br” to “AA-.br”. The outlook was stable.
Tecnisa (TCSA3) – In a clarification of information published in Valor newspaper about the launching of a project in Jardim das Perdizes, Tecnisa said it should launch another tower in early November, the Reserva Figueiras, with a general sales value (GSV) of R$ 260 million and four-bedroom units.
The company pointed out, in a note, that the incorporation of real estate projects is one of the pillars of its business, and the company constantly seeks opportunities for new launches and project development.
Log (LOGG3) – Log CP concluded the sale of its stake in Parque Torino Imóveis to the real estate investment fund CSHG Logística (BVMF:HGLG11).
With the transaction, a first installment payment of R$ 120,316,742.19 was made, equivalent to 70% of the total price of the asset.
The remaining portion will be paid according to the schedule stipulated in the acquisition contract.
Log-In (LOGN3) – The risk rating agency Fitch Ratings has updated its rating for the debentures of Log-In’s (BVMF:LOGN3) subsidiary, Terminal de Vila Velha (TVV).
The Long Term National Rating was raised from ‘AA-(bra)’ to ‘AA(bra)’.
LupaTech (LUPA3) – The board of directors of Lupatech (LUPA3) approved a capital increase: of R$ 1,439,578.67, through the issuance of 1,142,038 new shares – 5,887 shares originating from the exercise of warrants under the Judicial Reorganization Plan, for the amount of R$ 5,180.56.
1,136,151 shares originating from the exercise of Stock Options granted under the 2017 Incentive Plan and 2020 Incentive Plan, for the amount of R$ 1,434,398.11.
The company’s capital stock increases from R$ 1,897,431,479.42 divided into 29,211,160 shares, all common, nominative, registered and with no par value to R$ 1,898,871,058.09
Moura Dubeux (MDNE3) – The developer’s launches totaled R$ 390.3 million in potential sales value (PSV) in the third quarter, up 16.1% year-on-year, but down 30.5% compared to the previous quarter, according to its operating preview.
MRV (MRVE3) – MRV (MRVE3) informed its projections for Resia, a company of the group that operates in the real estate construction segment in the United States (USA). It is the former AHS.
The estimates list that Resia has the potential to reach net income of US$ 273.0 million between 2022 and 2024.
Oi (OIBR3) – The president of Anatel, Carlos Baigorri, said that the imbroglio about the final values of the purchase of the company’s mobile network by Tim (TIMS3), Vivo, of Telefônica Brasil (VIVT3), and Claro should not impact the provision of services.
According to the newspaper O Estado de S.Paulo, the other competitors accuse Oi of artificially inflating the subscriber base, in addition to making investments below the agreed upon network maintenance.
Petrobras (PETR3)(PETR4) – Amid the campaign for re-election of President Jair Bolsonaro (PL), the state-run company ruled out readjustments even with high oil prices abroad.
The company considers that the recent oscillations in the international market are “speculative movements” and insufficient for fuel prices in Brazil to be readjusted.
Rede D’Or (RDOR3) – The company approved the issuance of R$ 600 million in debentures.
Renova Energia (RNEW3) – The company informed the beginning of the 6th and last Conversion Request Window, in which creditors of the Renova Group companies may express their interest in converting their credits into shares issued by the company.
The period for manifestation and receipt of the conversion request by the company extends over thirty days, starting on October 5 and ending on November 5.
Syn (SYNE3) – The risk rating agency Moody’s has updated the corporate rating of the company and its debentures.
SYN Pro & Tech’s corporate rating has been raised from “A+.br” to “AA.br”. On the company’s first and second series of debentures, Moody’s raised the ratings from “A.br” to “AA-.br”. The outlook was stable.
Tecnisa (TCSA3) – In a clarification of information published in Valor newspaper about the launching of a project in Jardim das Perdizes, Tecnisa said it should launch another tower in early November, the Reserva Figueiras, with a general sales value (GSV) of R$ 260 million and four-bedroom units.
The company pointed out, in a note, that the incorporation of real estate projects is one of the pillars of its business, and the company constantly seeks opportunities for new launches and project development.
Vivo (VIVT3) – The National Telecommunications Agency (Anatel) ordered Telefônica Vivo (VIVT3) to expand the coverage area of 4G technology by investing R$ 45.2 million.
Wiz (WIZS3) – The company informed that the conditions for the acquisition, by the subsidiary Wiz Conseg, of the equity stake in Trombini, exclusive insurance broker of the vehicle dealers of Le Lac Group in Paraná, have been implemented.