EWZ Brasil (ETF)
Re: EWZ Brasil (ETF)
se comporto muy bien Kamei, veremos si la semana que viene continua su despegue, siempre te tuve confianza, me parece una empresa que esta a la altura de las mejores en su sector, la jodio el alquiler de sus aviones a Rusia, que quedaron confiscados sin definicion,,,,quizas Lula ahora tenga chapa para destrabar el tema con Putin,,,
Re: EWZ Brasil (ETF)
Por si a alguien le interesa, dejo el resumen.
Embraer SA (NYSE: ERJ) reported fourth-quarter FY22 revenue of $1.992 billion, an increase of 53% year-over-year, marginally beating the consensus of $1.99 billion.
Adjusted income per basic ADS was $0.235 versus $0.3116 last year, which missed the consensus of $0.33.
Embraer delivered 80 jets in Q4, of which 30 were commercial aircraft and 50 were executive jets.
ERJ delivered a total of 159 jets in FY22. Embraer increased the number of aircraft delivered by 12.7% compared with 2021, even with significant supply chain constraints.
The company had a firm order backlog of $17.5 billion in 4Q22.
Adjusted EBIT margin expanded to 8.3% in Q4, compared to 4.3% in 4Q21. Adjusted EBITDA margin improved to 11.5% from 8.2% in 4Q21.
The net Debt/EBITDA ratio decreased from 3.9x in 2021 to 2.1x in FY22.
Adjusted Free Cash Flow w/o EVE (FCF) in 4Q22, with cash generation of $584.3 million, leading to FY22 FCF of $540.1 million.
FY23 Guidance: Embraer expects commercial jet deliveries of 65-70 aircraft and executive jet deliveries of 120-130 aircraft.
The company sees revenues of $5.2 billion-$5.7 billion vs. consensus of $5.37 billion, an Adjusted EBIT margin of 6.4%-7.4%, and an Adjusted EBITDA margin of 10%-11%.
ERJ expects FY23 adjusted free cash flow of $150 million or better for the year.
Saludos,
Embraer SA (NYSE: ERJ) reported fourth-quarter FY22 revenue of $1.992 billion, an increase of 53% year-over-year, marginally beating the consensus of $1.99 billion.
Adjusted income per basic ADS was $0.235 versus $0.3116 last year, which missed the consensus of $0.33.
Embraer delivered 80 jets in Q4, of which 30 were commercial aircraft and 50 were executive jets.
ERJ delivered a total of 159 jets in FY22. Embraer increased the number of aircraft delivered by 12.7% compared with 2021, even with significant supply chain constraints.
The company had a firm order backlog of $17.5 billion in 4Q22.
Adjusted EBIT margin expanded to 8.3% in Q4, compared to 4.3% in 4Q21. Adjusted EBITDA margin improved to 11.5% from 8.2% in 4Q21.
The net Debt/EBITDA ratio decreased from 3.9x in 2021 to 2.1x in FY22.
Adjusted Free Cash Flow w/o EVE (FCF) in 4Q22, with cash generation of $584.3 million, leading to FY22 FCF of $540.1 million.
FY23 Guidance: Embraer expects commercial jet deliveries of 65-70 aircraft and executive jet deliveries of 120-130 aircraft.
The company sees revenues of $5.2 billion-$5.7 billion vs. consensus of $5.37 billion, an Adjusted EBIT margin of 6.4%-7.4%, and an Adjusted EBITDA margin of 10%-11%.
ERJ expects FY23 adjusted free cash flow of $150 million or better for the year.
Saludos,
Re: EWZ Brasil (ETF)
A pesar que no se llego al EPS estimado, lo bueno es el guidance que esperan un crecimiento del 27% para 2023. Remarcando que 2021-2022 fueron años de recuperacion, y este 2023 finalmente de crecimiento. Recordemos que para valores prepandemicos ERJ rondaba los U$S 17-20
No llegue a leer el balance, tampoco si retornaban con dividendos, estimo que por lo que comentaron este 2023 tendremos dividendos.
Saludos, y ojala tengamos numeros positivos o que resistan un mercado negativo en gral.
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- Mensajes: 11761
- Registrado: Sab Sep 22, 2018 3:27 pm
Re: EWZ Brasil (ETF)
Ojotaaaaa aprovechen que aun hoy cedear brasil abren media hora antes que abra usa.
Desde el lunes usa 10 y 30 abre y argentina 11hs
Desde el lunes usa 10 y 30 abre y argentina 11hs
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- Mensajes: 11761
- Registrado: Sab Sep 22, 2018 3:27 pm
Re: EWZ Brasil (ETF)
Bancos mañana usa argentina brasil podrian ojo
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- Mensajes: 11761
- Registrado: Sab Sep 22, 2018 3:27 pm
Re: EWZ Brasil (ETF)
estoy en Embraer y no sabia lo del balance, veremos mañana como viene, gracias por la info,,,,hoy con lo de TGN , estoy hecho percha,,,,!!!, me compenso un poco CAAP y VISTA...y mañana tambien veremos YPF como se mueve en New York tocando la campanita,,,,
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- Mensajes: 11761
- Registrado: Sab Sep 22, 2018 3:27 pm
Re: EWZ Brasil (ETF)
y falta la devaluta del real ....
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- Mensajes: 11761
- Registrado: Sab Sep 22, 2018 3:27 pm
Re: EWZ Brasil (ETF)
Si ewz vuelve a caer a 26 recompro todo
Antes nooooo!!!
Antes nooooo!!!
Re: EWZ Brasil (ETF)
HOY TE BANCAN LAS BRAZUCAS ...
Re: EWZ Brasil (ETF)
Kamel, las tuve mas de 2 años, y la verdad, me canso, ojala despegue de una vez por todas , aunque la mire desde afuera,,,,