APBR (ord) APBRA (pref) Petrobras Brasil

[JC07]

muy poco volumen para esta hora , raro pero en PBR es asi todo muy volatil hasta que presenten el Bce, lo presentan mmmmmmmm,

[Dostoievsky]

Material de lectura, a algunos le puede interesar

Gracias, buen día.

[Harry Forever]

Robertus:

PEgarle al bottom bottom no es facil. Creo que abajo de 6, se tiene que entrar PAULATINAMENTE, digamos con blockes de 15 a 20% de lo que se quiera invertir aca. Entrando en 6, 5.25, 4.5 y 3.8 si fuera el peor caso. Tratar de pegarle con el 100% al bottom..es imposible.

PD: el juego arranca en dos dias, asi es que sumese nomas que lo vamos a estar esperando...
www.pasionbursatil.com y mande un e-mail a las direcciones indicadas ahi, si no puede registrarse al toque.
Saludos
HF

[jcVADIM]

Harry como anda ? creo q hasta el mas pesimista ej caso Papu, Robertus,jaja.... piensa igual. el tema es en q momento subirse al tren, en 6 dolares, en 5, o en 4,5.
ya se q es poca la diferencia,
el factor tiempo es el q juega, por el hecho de tener la plata parada al pepe, y en mi caso eso no me causa gracia por mas q a la largo lo recupere, ya q tener al papel 3 meses lateral y mamadera, no me piache.

es mejor pagar multa, sabiendo q como decian fin del bearmarket, q entrar en un bearmarket en su maxima expresion

Los fundamental y logica olvidate, segui LA TENDENCIA.
un ejemplo claro es el mercado arg en especial EDN, operacionalmente ROJO, dependiendo q el estado le de $ por subsidios sino a quiebra derecho, relacion mala con el gobierno, tarifas congeladas, y con todo encontra con el tema fundamental hoy es una locomotora q se lleva todo por delante, y no solo este año, ya van dos y el mercado dice q vale $9000 M.

Ya se va a hacer percha, pero por el momento no te pongas adelante. En definitiva lo q quiero expresar, es lo principal, LA TENDENCIA.es resto es todo bla bla bla.. un abrazo Harry y si siguen con el concurso ya me voy a incorporar apenas se pueda. ROBERTUS

Si seguir la TENDENCIA pero hay que esperar confirmacion y vas a pagar peaje en lo posible el menor.

[ALIBABA]

El porcentaje invertido va en directa proporciòn a la fe que le tienen? 1%!

La gente va llegando al baile..

Skagen Bets on Petrobras as Producer Seen Emerging Stronger
2015-03-30 08:59:09.281 GMT


(Updates with today’s trading in ninth paragraph)

By Jonas Cho Walsgard
(Bloomberg) -- Skagen AS, whose emerging market fund has beaten the benchmark eight of the past 10 years, is snapping up shares in Petroleo Brasileiro SA in a bet the state-owned oil producer will emerge stronger after a corruption probe.
Kristoffer Stensrud, a founder of the Norwegian company who manages the 51 billion-krone ($6.4 billion) Kon-Tiki A emerging market fund, says investments in Brazil as a whole are also now cheap as the currency has tumbled.
“Petrobras has become very unpopular and we have bought a listening post,” Stensrud said in an interview in Stavanger, Norway, last week. “You should buy oil stocks after the oil price has fallen and not before.”
Brazil is struggling with its economic expansion, above- target inflation and budget deficits as oil prices have plunged.
The Ibovespa stock index fell 24 percent from September to a low in January. Petrobras has dropped more than 60 percent since September.
After buying shares in both January and February, the Kon- Tiki fund now has 1 percent of its capital invested in Petrobras. The company’s cash flow will improve in the short term when oil prices are lower because retail product prices are fixed in Brazil, according to Stensrud. The corruption scandal will also lead toward better governance, he said.

Low Currency

The oil producer is at the center of Brazil’s biggest graft and money laundering scandal, allegedly involving contractors, executives and politicians.
The fund in February also started to invest in the retail company Cia Brasileira de Distribuicao and has increased its stake in Vale SA this year.
“Corporate valuations are low and the currency is low, which is a competitive advantage for those who compete against imports,” he said. “And better policy making may result in a revaluation of the companies.”
While the fund holds stakes in Indian companies such as State Bank of India and Mahindra & Mahindra Ltd., Stensrud said the Indian market had run its course. The Sensex index rose 30 percent in 2014. The index traded at 27,800 points as of 1.44 p.m. local time, down more than 7 percent from this year’s high on March 4.
“Companies valuations are high and there starts to be a lot of expectations” he said. “We have sold a little bit the past six months.”
Kon-Tiki, mandated to hold 50 percent in emerging markets, also invests in developed markets. The fund exited Heineken NV in February and holds ABB Ltd. and AP Moeller-Maersk A/S.
“Maersk was undervalued, now it’s close to balanced,” he said. “It is one of those we are reducing.”
Maersk was up 2.3 percent in Copenhagen at 10.14 a.m.
Stensrud uses broad themes such as global growth and a growing middle class of consumers in emerging markets to find undervalued stocks.
“The long story is intact,” he said. “This is an enormous shift to middle class and it’s happening now.”

[ALIBABA]

Material de lectura, a algunos le puede interesar

[Gaston89]

La gente va llegando al baile..

Skagen Bets on Petrobras as Producer Seen Emerging Stronger
2015-03-30 08:59:09.281 GMT


(Updates with today’s trading in ninth paragraph)

By Jonas Cho Walsgard
(Bloomberg) -- Skagen AS, whose emerging market fund has beaten the benchmark eight of the past 10 years, is snapping up shares in Petroleo Brasileiro SA in a bet the state-owned oil producer will emerge stronger after a corruption probe.
Kristoffer Stensrud, a founder of the Norwegian company who manages the 51 billion-krone ($6.4 billion) Kon-Tiki A emerging market fund, says investments in Brazil as a whole are also now cheap as the currency has tumbled.
“Petrobras has become very unpopular and we have bought a listening post,” Stensrud said in an interview in Stavanger, Norway, last week. “You should buy oil stocks after the oil price has fallen and not before.”
Brazil is struggling with its economic expansion, above- target inflation and budget deficits as oil prices have plunged.
The Ibovespa stock index fell 24 percent from September to a low in January. Petrobras has dropped more than 60 percent since September.
After buying shares in both January and February, the Kon- Tiki fund now has 1 percent of its capital invested in Petrobras. The company’s cash flow will improve in the short term when oil prices are lower because retail product prices are fixed in Brazil, according to Stensrud. The corruption scandal will also lead toward better governance, he said.

Low Currency

The oil producer is at the center of Brazil’s biggest graft and money laundering scandal, allegedly involving contractors, executives and politicians.
The fund in February also started to invest in the retail company Cia Brasileira de Distribuicao and has increased its stake in Vale SA this year.
“Corporate valuations are low and the currency is low, which is a competitive advantage for those who compete against imports,” he said. “And better policy making may result in a revaluation of the companies.”
While the fund holds stakes in Indian companies such as State Bank of India and Mahindra & Mahindra Ltd., Stensrud said the Indian market had run its course. The Sensex index rose 30 percent in 2014. The index traded at 27,800 points as of 1.44 p.m. local time, down more than 7 percent from this year’s high on March 4.
“Companies valuations are high and there starts to be a lot of expectations” he said. “We have sold a little bit the past six months.”
Kon-Tiki, mandated to hold 50 percent in emerging markets, also invests in developed markets. The fund exited Heineken NV in February and holds ABB Ltd. and AP Moeller-Maersk A/S.
“Maersk was undervalued, now it’s close to balanced,” he said. “It is one of those we are reducing.”
Maersk was up 2.3 percent in Copenhagen at 10.14 a.m.
Stensrud uses broad themes such as global growth and a growing middle class of consumers in emerging markets to find undervalued stocks.
“The long story is intact,” he said. “This is an enormous shift to middle class and it’s happening now.”

[ROBERTUS]

la verdad q si DMF, hoy la joda o para ser mas fino, la fiesta, esta en el mercado Arg. y lo bueno o grave es q cuando COME vuela y se va a la estratosfera, cerra los ojos y compra todos los PUTs q puedas, porq despues todo se derrite.
Por el momento al mercado Arg le quedan un par de meses de bonanzas asi q COME tranquilamente puede ir a la estratosfera jajaj...

[DMF]

Vengan a COME que se vuela, luego de la voladura la sacan y la meten acà, flor de negocio!!!

[ROBERTUS]

Harry como anda ? creo q hasta el mas pesimista ej caso Papu, Robertus,jaja.... piensa igual. el tema es en q momento subirse al tren, en 6 dolares, en 5, o en 4,5.
ya se q es poca la diferencia,
el factor tiempo es el q juega, por el hecho de tener la plata parada al pepe, y en mi caso eso no me causa gracia por mas q a la largo lo recupere, ya q tener al papel 3 meses lateral y mamadera, no me piache.

es mejor pagar multa, sabiendo q como decian fin del bearmarket, q entrar en un bearmarket en su maxima expresion

Los fundamental y logica olvidate, segui LA TENDENCIA.
un ejemplo claro es el mercado arg en especial EDN, operacionalmente ROJO, dependiendo q el estado le de $ por subsidios sino a quiebra derecho, relacion mala con el gobierno, tarifas congeladas, y con todo encontra con el tema fundamental hoy es una locomotora q se lleva todo por delante, y no solo este año, ya van dos y el mercado dice q vale $9000 M.

Ya se va a hacer percha, pero por el momento no te pongas adelante. En definitiva lo q quiero expresar, es lo principal, LA TENDENCIA.es resto es todo bla bla bla.. un abrazo Harry y si siguen con el concurso ya me voy a incorporar apenas se pueda. ROBERTUS

[Harry Forever]

Con la publicación del balance se va a 8 en dos meses.
Con el oil a 60 se va a 10 en un anio
Con la revaluacion del real se va a 12 en 2 ánios
De 6 a 12 en 2 ánios......
Una inversión para tener en cuenta.....
HF

[furzio]

http://www.eleconomista.es/materias-pri ... ipNO73Jrex

http://www.abc.es/internacional/2015032 ... 81700.html

el que le interese leer son de ayer.

[valiant]

algunas reflexiones sueltas....

pbr acumula ganancias antes de impuestos de 19.000 millones de reales.
yo creo que está en condiciones de terminar el año con ganancias antes de impuestos en 24-25 millones de reales.
de ahí se restarán las pèrdidas por el ajuste de activos.
si suponemos el valor tope que se comentó de 60.000 millones de reales,quedaría un neto antes de impuestos de 35 mil millones,que terminaría reducido a unos 25 mil millones de reales con el quebranto impositivo.
ahora si el valor a previsionar rondara los un poco más realistas 30 mil millones de reales,el resultado neto en el año sería de - 4 mil millones de reales.

se diluye bastante la perdida al tener que computarse con los resultados antes de impuestos.

[LEOFARIÑA]

Igual es bueno aclara que es información periodistica y no oficial lo del balance, pediodista que si lo googleas vas a ver que es bastante bosteado por sus declaraciones un poco bolaceras, veremos esta vez.

[Gaston89]

La divulgación de los estados financieros de Petrobras está programada para el 13 de abril.
http://exame.abril.com.br/negocios/noti ... ta-marcada

Yendo a al fuente.. en un blog de Veja dice:

Si todo va según lo previsto, los balances en problemas el tercer y cuarto trimestres de Petrobras serán publicados el 13 de abril.

http://veja.abril.com.br/blog/radar-on- ... auditados/