EWZ Brasil (ETF)
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- Mensajes: 6853
- Registrado: Vie Dic 16, 2011 1:07 pm
Re: EWZ Brasil (ETF)
Muy interesante en netflix, la serie O Mechanismo, que trata del tema del lava jato
Muy bien hecha
Muy bien hecha
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- Mensajes: 94
- Registrado: Dom Ene 22, 2017 10:19 pm
Re: EWZ Brasil (ETF)
Perdón, recién escucho el webcast. Aneel sacó la Nota 45/2018-SGT. Confirmado un 25% de aumento de tarifas para Cemig D. 500millones de Reales de impacto positivo en Ebitda. Efectivo a partir del 28 de mayo tengo entendido. Saludos y de acá salimos
Re: EWZ Brasil (ETF)
que pasó con CIG al final?
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- Mensajes: 94
- Registrado: Dom Ene 22, 2017 10:19 pm
Re: EWZ Brasil (ETF)
Una falta de respeto hacia todos los accionistas. Que se vayan a cagar, 1 hora esperándolos y no aparecen...siempre lo mismo.
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- Mensajes: 94
- Registrado: Dom Ene 22, 2017 10:19 pm
Re: EWZ Brasil (ETF)
Intentando el escuchar el webcast de CIG que arrancaba a las 14:00... Todavía ni subieron el link!
Re: EWZ Brasil (ETF)
Brasil continuará mejorando pero ojo que los mercados centrales se estan poniendo feos, mucha volatilidad en los últimos meses, en máximos y luego de 9 años de suba ... un cambio de tendencia o corrección importante en el norte arrastra todo ...
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- Mensajes: 94
- Registrado: Dom Ene 22, 2017 10:19 pm
Re: EWZ Brasil (ETF)
garralaucha2 escribió: Ya va a arrancar CIG
Ya subieron el balance del 2017 en Inglés. El mercado se lo tomó muy bien parece. Verdaderamente vi buenas noticias leyendo, increíble mejora del EBITDA y el porcentaje de clientes en default / ventas viene cayendo en picada! Me parece una clara señal que Brasil empieza a mejorar. El webcast es recién el 3 de abril, hay que estar atentos a ver si dicen algo claro de las tarifas. Saludos
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- Mensajes: 7878
- Registrado: Vie Feb 02, 2018 5:29 pm
Re: EWZ Brasil (ETF)
kelui escribió:a veces sale bien darle otra vida cuando pierde una TL o una media, vamos a ver como sigue SID
por otra lado CIG sigue luchando entre 2,40 y 2,60 me parece que el negocio es hacer ese jueguito
bien EWZ lástima que mi orden estaba en 42, 43 era el número para buscar el rebote
Ya va a arrancar CIG
Re: EWZ Brasil (ETF)
kelui escribió:recién llego a la oficina y me la encuentro abajo de la TL, le doy una vida más, si sube a la TL sigo, si no vendo
a veces sale bien darle otra vida cuando pierde una TL o una media, vamos a ver como sigue SID
por otra lado CIG sigue luchando entre 2,40 y 2,60 me parece que el negocio es hacer ese jueguito
kelui escribió:empiezo a mirar con cariño EWZ nuevamente abajo de 44, me gustaría en la zona de 42 para entrarle
bien EWZ lástima que mi orden estaba en 42, 43 era el número para buscar el rebote
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- Mensajes: 6853
- Registrado: Vie Dic 16, 2011 1:07 pm
Re: EWZ Brasil (ETF)
Parece que alguno leyo el reporte....
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- Mensajes: 6853
- Registrado: Vie Dic 16, 2011 1:07 pm
Re: EWZ Brasil (ETF)
Aca va la nota que salio ayer....
Companhia Siderúrgica Nacional SID or CSN, yesterday, reported impressive financial results for the fourth quarter of 2017. This Brazilian steelmaker’s net earnings from continuing operations in the quarter were approximately R$377.4 million ($116.1 million) versus the loss of R$53 million ($16.1 million) recorded in the year-ago quarter.
Earnings per share in the quarter was R$0.27 or roughly 8 cents per American Depository Receipt (ADR). This compared favorably with the year-ago quarter’s loss of R$0.04 or 1 cents per ADR.
For 2017, the company’s net earnings were R$111.2 million ($34.9 million) versus the loss of R$853.1 million ($244.4 million) in 2016. Earnings per share were R$0.08 or 3 cents per ADR in 2017, better than the loss of R$0.61 per share or 17 cents per ADR in 2016.
Revenues Improved Y/Y
In the quarter, CSN’s net revenues were R$4,992.7 million ($1,536.2 million), increasing 10.5% year over year, driven by a rise in prices of steel products and iron ore.
Domestic revenues in the quarter grew 9.8% year over year, representing 47.5% of net revenues. International business flourished with revenues generated in the foreign market, increasing 11.1% year over year and representing 52.5% of net revenues.
The company operates through five business segments. The segments’ results for the fourth quarter are briefly mentioned below:
Steel: The segment’s revenues totaled R$3,435 million ($1,056.9 million) in the quarter, reflecting year-over-year growth of 16%.
Slab production grew 4% year over year to roughly 1,099 thousand tons while production of flat-rolled products inched up 1% year over year to 959 thousand tons. Production of long rolled products declined 17% to 45 thousand tons.
Steel sales volume grew 6% year over year to 1,253 thousand tons, of which, domestic sales accounted for 61.5%, overseas subsidiaries for about 32% and exports for roughly 6.5%.
Mining: The segment generated revenues of R$1,175 million ($361.5 million) in the quarter, down 10.8% year over year.
Iron ore sales were up 4% year over year to 9,561 thousand tons, of which, domestic sales accounted for 12.9% and international sales of roughly 87.1%.
Logistics: Revenues in the quarter were R$436 million ($134.2 million), up 13% year over year.
Cement: The segment’s revenues totaled R$106 million ($32.6 million) in the quarter, reflecting the year-over-year decline of 17.2%. Cement product in the quarter declined 9.4% year over year to 726 thousand tons while sales volume decreased 17.3% to 661 thousand tons.
Energy: Revenues in the quarter were R$104 million ($32 million), up 55.2% year over year.
For 2017, net revenues were R$18,524.6 million ($5,807.1 million), up 8% year over year.
Higher Proportion of Costs Hurt Margins
CSN’s cost of sales in the quarter increased 12.9% year over year to R$3,579.8 million ($1,101.5 million). It represented 71.7% of the quarter’s net revenues versus 70.1% in the year-ago quarter. Gross margin decreased 160 basis points (bps) to 28.3%.
As a percentage of net revenues, selling expenses increased 110 bps year over year to 11% while general and administrative expenses decreased 50 bps to 2.1% over the same time frame.
Companhia Siderúrgica Nacional SID or CSN, yesterday, reported impressive financial results for the fourth quarter of 2017. This Brazilian steelmaker’s net earnings from continuing operations in the quarter were approximately R$377.4 million ($116.1 million) versus the loss of R$53 million ($16.1 million) recorded in the year-ago quarter.
Earnings per share in the quarter was R$0.27 or roughly 8 cents per American Depository Receipt (ADR). This compared favorably with the year-ago quarter’s loss of R$0.04 or 1 cents per ADR.
For 2017, the company’s net earnings were R$111.2 million ($34.9 million) versus the loss of R$853.1 million ($244.4 million) in 2016. Earnings per share were R$0.08 or 3 cents per ADR in 2017, better than the loss of R$0.61 per share or 17 cents per ADR in 2016.
Revenues Improved Y/Y
In the quarter, CSN’s net revenues were R$4,992.7 million ($1,536.2 million), increasing 10.5% year over year, driven by a rise in prices of steel products and iron ore.
Domestic revenues in the quarter grew 9.8% year over year, representing 47.5% of net revenues. International business flourished with revenues generated in the foreign market, increasing 11.1% year over year and representing 52.5% of net revenues.
The company operates through five business segments. The segments’ results for the fourth quarter are briefly mentioned below:
Steel: The segment’s revenues totaled R$3,435 million ($1,056.9 million) in the quarter, reflecting year-over-year growth of 16%.
Slab production grew 4% year over year to roughly 1,099 thousand tons while production of flat-rolled products inched up 1% year over year to 959 thousand tons. Production of long rolled products declined 17% to 45 thousand tons.
Steel sales volume grew 6% year over year to 1,253 thousand tons, of which, domestic sales accounted for 61.5%, overseas subsidiaries for about 32% and exports for roughly 6.5%.
Mining: The segment generated revenues of R$1,175 million ($361.5 million) in the quarter, down 10.8% year over year.
Iron ore sales were up 4% year over year to 9,561 thousand tons, of which, domestic sales accounted for 12.9% and international sales of roughly 87.1%.
Logistics: Revenues in the quarter were R$436 million ($134.2 million), up 13% year over year.
Cement: The segment’s revenues totaled R$106 million ($32.6 million) in the quarter, reflecting the year-over-year decline of 17.2%. Cement product in the quarter declined 9.4% year over year to 726 thousand tons while sales volume decreased 17.3% to 661 thousand tons.
Energy: Revenues in the quarter were R$104 million ($32 million), up 55.2% year over year.
For 2017, net revenues were R$18,524.6 million ($5,807.1 million), up 8% year over year.
Higher Proportion of Costs Hurt Margins
CSN’s cost of sales in the quarter increased 12.9% year over year to R$3,579.8 million ($1,101.5 million). It represented 71.7% of the quarter’s net revenues versus 70.1% in the year-ago quarter. Gross margin decreased 160 basis points (bps) to 28.3%.
As a percentage of net revenues, selling expenses increased 110 bps year over year to 11% while general and administrative expenses decreased 50 bps to 2.1% over the same time frame.
Re: EWZ Brasil (ETF)
Harry Forever escribió:Salio el balance de SID, parece que fue muy Bueno comparado con el anio anterior y la accion baja 3%.
Eu no comprende....
eso fue ayer harry, 1200M de reales y piensa vender una participación que tiene en USIMINAS, ni idea de lo de hoy, recién llego a la oficina y me la encuentro abajo de la TL, le doy una vida más, si sube a la TL sigo, si no vendo.
Companhia Siderurgica reports Q4 results
Mar. 27, 2018 9:10 AM ET|About: Companhia Siderurgica N... (SID)|By: Niloofer Shaikh, SA News Editor
Companhia Siderurgica (NYSE:SID): Q4 Adjusted EBITDA of R$1.2B.
Revenue of R$4.99B (+10.4% Y/Y)
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- Mensajes: 6853
- Registrado: Vie Dic 16, 2011 1:07 pm
Re: EWZ Brasil (ETF)
Salio el balance de SID, parece que fue muy Bueno comparado con el anio anterior y la accion baja 3%.
Eu no comprende....
Eu no comprende....
Re: EWZ Brasil (ETF)
kelui escribió:SID sigue arriba de la TL, mientras siga por ese camino mantengo
empiezo a mirar con cariño EWZ nuevamente abajo de 44, me gustaría en la zona de 42 para entrarle
Me gustan las 2, sid y cig, pero ya tengo riesgo brazuca con vale. Y que riesgo... En 1 mes estoy bastante abajo desgraciadamente.
Esperemos repunte un poco el mercado en general, y sino, el ultimo que apague la luz.
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