APBR (ord) APBRA (pref) Petrobras Brasil
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- Mensajes: 1031
- Registrado: Dom Abr 19, 2015 9:27 am
Re: APBR (ord) APBRA (pref) Petrobras Brasil
Si el papel estuviera lateralizando la sobrecompra será un indicador razonable e indudable para vender , pero no cabe duda que en este momento la sobrecompra se está dando por el tremendo volumen que está teniendo PBR que no le hace mal , es más para los comprados ojalá que esta presión compradora siga lo que va a garantizar que seguirá subiendo ... la cuestión pasa por preguntarse este rompimiento al alza intempestivo es cambio de tendencia de largo ? ...
Re: APBR (ord) APBRA (pref) Petrobras Brasil
Buenas, dejo esto que saque de acá :
http://online.barrons.com/articles/petr ... we_columns
EMERGING MARKETS
Petrobras Looks Fully Priced
The hobbled Brazilian oil giant’s stock accurately reflects some good news and the substantial risks it still faces.
Larger
By DIMITRA DEFOTIS
April 25, 2015 12:03 a.m. ET
Emerging Markets
Bad news has become good news for Brazil’s Petrobras.
Otherwise known as Petróleo Brasileiro (ticker: PBR), the state-controlled oil producer and refiner has been embroiled in a corruption scandal that has netted scores of company insiders, politicians, and contractors. The investigation isn’t over yet, but auditors and the Petrobras board finally agreed last week on much-delayed results for 2014. The net result: a loss of $7.4 billion, or 56 cents per U.S.-traded share, following a huge impairment charge of $16.7 billion.
Petrobras shares, however, rallied 13% last week to a recent $9.95, contributing to a 36% climb so far this year. The shares are still down a lot over a 12-month span, and, by some measures, the valuation is attractive. But the recent gains have made the stock pretty fully valued in light of the potential for more problems. We’d steer clear.
The $7.4 billion figure included only $2.5 billion in corruption-related losses, much less than some analysts expected. But the book is not closed on the multiyear Car Wash scheme, in which contractors and Petrobras leaders allegedly conspired to rig bids and pocket money. Witnesses are still taking the stand. The company reports first-quarter results in May. Brazil’s President Dilma Rousseff, who headed the Petrobras board for a time and has denied any knowledge of the scheme, is still vulnerable; protesters have demanded impeachment proceedings.
AS BIG A PRICE as the company has paid, it remains laden with more than $130 billion in debt. Petrobras corralled some $12 billion in loans from entities including the China Development Bank in recent weeks, and that should help cover 2015 obligations. By releasing results for 2014 before April 30, Petrobras averted a disaster in which debt would have come due early, and it can reopen the door to capital markets. But spending less on exploration—Petrobras’ oil riches are buried beneath deepwater salt beds—means future profits will suffer.
Petrobras plans to sell assets worth roughly $14 billion in 2015 and 2016. It won’t pay a dividend this year, which is of no matter to the traders and short-sellers who have battled over the stock in the past year.
The collapse in oil prices—the international Brent benchmark is hovering near $64.85 per barrel—affects the entire industry, but Petrobras’ retrenchment is austere, writes Raymond James Analyst Pavel Molchanov.
The shares do hold some appeal. Petrobras’ price/earnings ratio is about 10 times estimated 2015 earnings, while companies in the iShares MSCI Brazil Capped ETF (EWZ) trade at above 16 times. The broader MSCI Emerging Markets index trades at about 13 times.
But Esty Dwek, global strategist at Loomis Sayles Investments in London, tells Barron’s via e-mail that much of the good news appears priced in.
“Head winds remain, which will keep volatility elevated going forward,” writes Dwek. “The impairment charge was lower than most estimates, but the asset sales planned remain hurdles…ongoing questions about the company’s credit rating and whether it remains investment grade are likely to keep uncertainty high. The road ahead remains long for Petrobras, and it is unlikely to be smooth.”
Ultimately, this crisis could make Petrobras more shareholder friendly. If oil prices rise, so will the stock. For now, the mistrust runs about as deep as its oil assets, some of which may have to be sold to the highest bidder.
http://online.barrons.com/articles/petr ... we_columns
EMERGING MARKETS
Petrobras Looks Fully Priced
The hobbled Brazilian oil giant’s stock accurately reflects some good news and the substantial risks it still faces.
Larger
By DIMITRA DEFOTIS
April 25, 2015 12:03 a.m. ET
Emerging Markets
Bad news has become good news for Brazil’s Petrobras.
Otherwise known as Petróleo Brasileiro (ticker: PBR), the state-controlled oil producer and refiner has been embroiled in a corruption scandal that has netted scores of company insiders, politicians, and contractors. The investigation isn’t over yet, but auditors and the Petrobras board finally agreed last week on much-delayed results for 2014. The net result: a loss of $7.4 billion, or 56 cents per U.S.-traded share, following a huge impairment charge of $16.7 billion.
Petrobras shares, however, rallied 13% last week to a recent $9.95, contributing to a 36% climb so far this year. The shares are still down a lot over a 12-month span, and, by some measures, the valuation is attractive. But the recent gains have made the stock pretty fully valued in light of the potential for more problems. We’d steer clear.
The $7.4 billion figure included only $2.5 billion in corruption-related losses, much less than some analysts expected. But the book is not closed on the multiyear Car Wash scheme, in which contractors and Petrobras leaders allegedly conspired to rig bids and pocket money. Witnesses are still taking the stand. The company reports first-quarter results in May. Brazil’s President Dilma Rousseff, who headed the Petrobras board for a time and has denied any knowledge of the scheme, is still vulnerable; protesters have demanded impeachment proceedings.
AS BIG A PRICE as the company has paid, it remains laden with more than $130 billion in debt. Petrobras corralled some $12 billion in loans from entities including the China Development Bank in recent weeks, and that should help cover 2015 obligations. By releasing results for 2014 before April 30, Petrobras averted a disaster in which debt would have come due early, and it can reopen the door to capital markets. But spending less on exploration—Petrobras’ oil riches are buried beneath deepwater salt beds—means future profits will suffer.
Petrobras plans to sell assets worth roughly $14 billion in 2015 and 2016. It won’t pay a dividend this year, which is of no matter to the traders and short-sellers who have battled over the stock in the past year.
The collapse in oil prices—the international Brent benchmark is hovering near $64.85 per barrel—affects the entire industry, but Petrobras’ retrenchment is austere, writes Raymond James Analyst Pavel Molchanov.
The shares do hold some appeal. Petrobras’ price/earnings ratio is about 10 times estimated 2015 earnings, while companies in the iShares MSCI Brazil Capped ETF (EWZ) trade at above 16 times. The broader MSCI Emerging Markets index trades at about 13 times.
But Esty Dwek, global strategist at Loomis Sayles Investments in London, tells Barron’s via e-mail that much of the good news appears priced in.
“Head winds remain, which will keep volatility elevated going forward,” writes Dwek. “The impairment charge was lower than most estimates, but the asset sales planned remain hurdles…ongoing questions about the company’s credit rating and whether it remains investment grade are likely to keep uncertainty high. The road ahead remains long for Petrobras, and it is unlikely to be smooth.”
Ultimately, this crisis could make Petrobras more shareholder friendly. If oil prices rise, so will the stock. For now, the mistrust runs about as deep as its oil assets, some of which may have to be sold to the highest bidder.
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- Mensajes: 7214
- Registrado: Mié May 20, 2009 9:38 pm
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- Mensajes: 5072
- Registrado: Sab Dic 28, 2013 3:09 pm
Re: APBR (ord) APBRA (pref) Petrobras Brasil
PAPU07 escribió:Y, como comente en otro foro, tambien ifluye el Merval, arriba de 12.500 / 600 estaria y solo estaria SUPERANDO MAXIMOS HISTORICOS
Simplemente: W A R NI N G ¡ ¡ ¡ ¡![]()
![]()
simplemente un maestro jajajajaja aguante PAPU07
Re: APBR (ord) APBRA (pref) Petrobras Brasil
PAPU07 escribió:Y, como comente en otro foro, tambien ifluye el Merval, arriba de 12.500 / 600 estaria y solo estaria SUPERANDO MAXIMOS HISTORICOS
Simplemente: W A R NI N G ¡ ¡ ¡ ¡![]()
![]()
Segun PAPU07 hay q vender todo... vendan la casa, el auto, el cuatriciclo y dediquense a otra cosa...... se viene el fin del mundooooo
Re: APBR (ord) APBRA (pref) Petrobras Brasil
Este papuyaso es increíble!! se sabe un par de términos y va por todos los foros escribiendo lo mismo! obvio que si yo todos los días digo que va a llover, algún dia le voy a pegar, pero eso no me convierte en meteorólogo!!
Cuando bajo de 20 a 5 dólares, vos te pensas que antes de los 10 no daba sobreventa? y siguió bajando!
Vos podes jugar ese papel, pero no quita, que algo tenes que saber hermano
Cuando bajo de 20 a 5 dólares, vos te pensas que antes de los 10 no daba sobreventa? y siguió bajando!
Vos podes jugar ese papel, pero no quita, que algo tenes que saber hermano
Re: APBR (ord) APBRA (pref) Petrobras Brasil
Y, como comente en otro foro, tambien ifluye el Merval, arriba de 12.500 / 600 estaria y solo estaria SUPERANDO MAXIMOS HISTORICOS
Simplemente: W A R NI N G ¡ ¡ ¡ ¡

Simplemente: W A R NI N G ¡ ¡ ¡ ¡



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- Mensajes: 7214
- Registrado: Mié May 20, 2009 9:38 pm
Re: APBR (ord) APBRA (pref) Petrobras Brasil
Compraremos mas
Es un regalo a este precio

Es un regalo a este precio



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- Mensajes: 1126
- Registrado: Jue Oct 24, 2013 8:25 pm
Re: APBR (ord) APBRA (pref) Petrobras Brasil
quizás siga
muchachos pero los indicadores dan sobrecompra , aseguren ganancias por ahora, luego seguira
, aclaro no suelo estar de acuerdo con papu pero me parece que tiene razon


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- Registrado: Vie Jul 04, 2014 9:18 am
- Ubicación: seychelles
Re: APBR (ord) APBRA (pref) Petrobras Brasil
Genio PAPU!!!
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- Mensajes: 7214
- Registrado: Mié May 20, 2009 9:38 pm
Re: APBR (ord) APBRA (pref) Petrobras Brasil
empome escribió:TENGAN CUIDADO}
SUBIO 100 % EN UN MES
YO COMO MINIMO SALDRIA DE LA CAUCION
De la caucion ? ? HAY QUE VENDER TODDOOOOOOOOOOOOOOOOOOOO HASTA EL ULTIMO PAPEL
MARCADA SOBRECOMPRA Y CORRECCION INMINENTE ¡ ¡ ¡ ¡



Re: APBR (ord) APBRA (pref) Petrobras Brasil
LUCH escribió:TinoTrader @TinoTrader1 ahora
Actualizo Reflexión Dominguera 26-04. Elecciones 2015
http://tinotrader.blogspot.com.ar/2015/ ... 26-04.html …
gracias carioca
Iglerey escribió: Este tinotrader es alguien del foro? Con todo respeto lei su post del 12 de marzo y me pa q la erro de manera rotunda
Un inversor profesional sabe que no tiene q desarmar una posicion en el maximo punto de pesimismo
tino = luch
Re: APBR (ord) APBRA (pref) Petrobras Brasil
TENGAN CUIDADO}
SUBIO 100 % EN UN MES
YO COMO MINIMO SALDRIA DE LA CAUCION
SUBIO 100 % EN UN MES
YO COMO MINIMO SALDRIA DE LA CAUCION
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