a BTG charter He made four changes to his recommended portfolio for June, showing a report sent to clients on Tuesday (first) and obtained by Money Times.
The strategy team formed by Carlos Sequeira, Usni Carvey and Ricardo Cavalieri confirmed that the overall economic outlook has improved significantly in recent months.
“In addition, the realist is finally showing signs of stability, bolstered by a less noisy political environment and by a louder Selic,” they point out.
the changes
The bank notes that the portfolio is still in a position to capture the economic outlook, but with tactical changes.
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Analysts explain: “We decided to add the giant electric company Eletrobras, since the legislation allowing the privatization of the company is quickly passing through Congress.”
The second company associated with economic growth to be listed was BR . distributor (BRDT3). BTG sees the stock trading at a huge discount compared to its peers.
In retail, the change occurred in the exchange Aretsu (ARZZ3) in order to Renner Stores (LREN3) after a strong 17% increase for the first in May.
outputs
In addition to Arzu’s tribute, BTG has withdrawn its shares from Iguatemic (IGTA3) Yeah a path (RAIL3).
See portfolio:
“Friendly zombie guru. Avid pop culture scholar. Freelance travel geek. Wannabe troublemaker. Coffee specialist.”
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