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07.09.26 - 21:33
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Iron Ore Bottom In? Prices Reclaim $100 On "Improving Downstream Conditions" (ZeroHedge)
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Iron Ore Bottom In? Prices Reclaim $100 On "Improving Downstream Conditions"
Iron ore futures in Singapore surged above $100 a ton, the highest level since mid-July, as tightening Chinese coking coal supplies lifted steelmaking costs and early signs of improving seasonal demand supported prices across the steel supply chain.
Rafael Barcellos, head of Latin American metals and mining, pulp and paper equity research at Bradesco BBI, wrote in a note last week that the coal squeeze is helping support steel prices, with rebar and hot-rolled coil reaching multi-month highs. Improving downstream conditions are, in turn, providing support for iron ore.
Barcellos pointed to China's August manufacturing purchasing managers' index as another encouraging economic signal.
Iron ore inventories also continued to decline, spot activity at Chinese steel-trading houses increased for a second consecutive week, and steelmaker margins improved. Blast furnace utilization, however, declined for a seco...
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07.09.26 - 17:57
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The Copper Chart Causing Alarm (ZeroHedge)
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The Copper Chart Causing Alarm
Copper futures in London continue to move higher, once again approaching record highs, as US buyers purchase record volumes from the seaborne market, with imports reaching 200,000 tons in July. A phased US tariff would keep that buying in motion for longer, further tightening the ex-US market and limiting any near-term price correction in London trading.
Rafael Barcellos, head of Latin American Metals & Mining and Pulp & Paper Equity Research at Bradesco BBI, wrote in a note last week that global mine supply is deteriorating. He warned that severe weather in Chile has forced Antofagasta and Lundin to cut their production guidance, further tightening an already stressed physical market.
Barcellos explained:
Copper prices extended their July rally into August, running above US$14,000/t throughout the month and reaching ~US$14,450/t as of August 30. Momentum has been driven by near-term physical tightness, as refined copper continues to flow into the US ahead of a p...
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08.05.26 - 18:54
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Bradesco BBI Sees Brazil IPO Rebound After Compass Debut (Bloomberg)
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The successful initial public offering of Compass Gas e Energia SA, the first in Brazil in nearly five years, means the country's equity capital markets have now reopened even as global volatility keeps a cap on the pace of new deals, according to Banco Bradesco BBI....
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25.02.26 - 20:39
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MercadoLibre Shares Tank On Q4 Profit Miss, But Analysts Remain Bullish (Benzinga)
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Mixed Q4 results led to a drop in MercadoLibre's stock. Analysts remain bullish, citing strong GMV growth and potential for value creation.
Latest Ratings for MELI
DateFirmActionFromTo Feb 2022Banco Bradesco BBI S.AUpgradesNeutralOutperform Feb 2022SusquehannaMaintainsPositive Feb 2022Credit SuisseMaintainsOutperform
View More Analyst Ratings for MELI
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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11.02.26 - 13:18
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Agi Announces Pricing of Initial Public Offering (Business Wire)
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SÃO PAULO--(BUSINESS WIRE)--AGI Inc (“Agi”), a leading technology-powered provider of specialized financial services in Brazil, today announced that it has priced its initial public offering of 20,000,000 Class A common shares, pursuant to a registration statement on Form F-1 filed with the U.S. Securities and Exchange Commission (“SEC”) at a public offering price of US$12.00 per Class A common share. The Class A common shares are expected to start trading on the New York Stock Exchange under the ticker symbol “AGBK” on February 11, 2026 and the offering is expected to close on February 12, 2026, subject to customary closing conditions.
Goldman Sachs and Morgan Stanley are acting as active global coordinators for the offering. Citigroup is serving as passive global coordinator, with Bradesco BBI, BTG Pactual, Itaú BBA, Santander, Societe Generale and XP Investment Banking serving as passive joint bookrunners, and Oppenheimer & Co. and Susquehanna Financial Group, LLLP acting as co-managers.
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