The shares of retailer Magazine Luíza (MGLU3), seed producer Boa Safra (SOJA3) and meat processor Marfrig (MRFG3) have not brought good returns to investors, according to broker Ativa Investimentos.
Therefore, they left the institution’s weekly portfolio. Instead, recommendations include the actions of cosmetics manufacturer Natura (NTCO3), Banco Inter (BIDI11) and steel producer Usiminas (USIM5).
See below what makes Ativa recommend the purchase of these securities.
The assets of the oil reservoir management company PetroRio (PRIO3) and the brewery Ambev (ABEV3) were kept in Ativa’s portfolio.
Last week, the broker’s portfolio did not do well, but it did not fall as much as the Ibovespa, the main index of the Brazilian Stock Exchange (B3). The portfolio had a devaluation of 3.61%, while the index fell by 4.39%.
The biggest drops were in Magalu (5.11%), Marfrig (7.65%) and Boa Safra with 3.96%.
Now, the brokerage bets on Natura, as the stock has an accumulated low of 16% in the current week. The company’s experts expect the trend from then on to be up, with a target price of BRL 24. At around 12:56 pm (Brasília time), the share was at BRL 20.
Banco Inter, after having disclosed the details of its corporate reorganization, was released last week. According to Ativa, the stock still has a negative variation of 80% since its maximum appreciation, reached in 2021. That’s why the broker still sees the possibility of gains.
Usiminas has suffered strong declines during the last few weeks, becoming detached, quoted at R$ 11.91 – which for Ativa is an attractive price. The company believes in an appreciation of up to R$ 13.60.
