The second quarter-quarter financial balance season was closed on Friday (15), with the release of the results of the Gol airline. And the CNN Money He was all the time attentive to the reports of the great brands of Brazil and the world.
In the final balance, the CNN Money brought information on the performance of 120 Brazilian companieswith all those listed at Ibovespa – how, and the main financial institutions of the country – and others on the radar.
In addition, we report other 80 negotiated companies non -exterior – of Japanese automakers, such as the large American banks, such as.
Since July 15, the main names on the market have been not only in the digital coverage of CNNbut also on television.
CEOs, CFOS, directors in relation to investors and analysts participated in in -depth conversations with the anchors of the CNN Money to comment on the results of companies of greatest interest to the market agent.
Bradesco, Itaúsa, and Vale are some of the approximately 30 companies whose C-Level executives and directors went through this season’s schedule.
MONEY REPORT: Conversations with executives from the main companies on the market
In addition to the results of the companies, the executives heard by the CNN They also commented on the economic scenario of the country and the world, and how this scenario has affected their operations.
Vale’s CFO, Marcelo Bacci, said, for example, US President Donald Trump.
Bacci understands that the moment is favorable for Vale, whose exports are mostly destined for China and other Asian countries.
The US is not large importers of vale ore – something the CFO attributes divergences in the use of technologies there and here.
“What can happen is a global slowdown that affects all companies in Brazil and the world. With this, we see no specific risk,” he explained.
Similarly, Bradesco’s CEO, Marcelo Noronha, evaluated that the.
On the other hand, Noronha acknowledged that.
“For companies, in specific cases, it is very bad to see this,” said the Bradesco CEO.
And even in the face of one, where the basic interest rate has been on a restrictive level for a long time and, Marcopolo CFO, Pablo Freitas, stressed that.
The company presented expressive results in the second quarter, with 18% growth in revenue compared to the same period of the previous year.
According to the executive, performance was driven mainly by the 22% increase in exports from Brazil and the growth of approximately 50% in international operations.
In Log Commercial Properties, the feeling of heated demand is also shared, according to CFO Rafael Saliba.
“We had the quarter results completing a very positive semester in the log. This is all as a result of one,” explained the executive.
Priscilla Grecco, CFO of Itaúsa, holding Itaú Unibanco Controller sees the correlation between high interest rates and good financial sector performance as a history of the past.
“In the past it was a very expressive engine, very relevant, but it comes with a much higher credit cost, […] We even said that it destroyed value depending on the scenario, “said Grecco.
“In terms of risk management, credit and default, he made a process of derisking of the portfolio that started long before other competitors and today captures the benefits of having a much healthier wallet,” he concluded.
According to Inter CEO in Brazil, Alexandre Riccio, even with the scenario of high interest rates ,.
As much as the real estate – which is supported by market prices – from Inter have grown.
“We have designed Inter’s strategy over the years to be a strategy that could be countercyclic. […] At more ‘nervous’ moments from the macro point of view, […] We wanted a model that could continue climbing, “said Riccio.
Looking at the Brazilian scenario, regarding awards and pension reserves issued by Brasilseg.
The president of Banco do Brasil’s insurance arm, André Haui, attributed the revision to one.
Still, after a profit of R $ 2.2 billion in the 2nd quarter ,.
Real estate market
In the real estate market, according to CFO Ricardo Paixão.
“What propelled was a […] All this data combined […] There were all new positive coming from the housing incorporation segment, “said Passion.
