Petrobras (PETR4): What Happens to Stocks After ‘The Most Important Day of the Year’?

Escrito por Paulo Nogueira

Publicado em 28/11/2023 às 16:56

A Petrobras (PETR4) chegou a acalmar recentemente o ânimo dos investidores quanto ao novo plano estratégico divulgado para os próximos cinco anos,

Seja o primeiro a reagir!

Petrobras (PETR4) Recently Surprised Investors Positively By Presenting A New Strategic Plan For The Next Five Years, Bringing More Confidence To The Market Regarding The Company. Expectations Were Surpassed With The Measures Adopted, Demonstrating A Promising Scenario For The Company.

The Company Petrobras (PETR4) Recently Presented Its New Strategic Plan For The Next Five Years, Considered By Genial Investimentos As One Of The Most Important Moments Of The Year For The Company. However, Analysts At Genial Are Still Hesitant Regarding The Buy Recommendation.

In A Meeting Of The Board Of Directors Held On September 23, Petrobras Approved The Strategic Plan (PE) 2024-2028, Establishing A Projected Investment Of US$ 102 Billion Over The Next Five Years. This Is The First PE Released Under The Lula Government. The Projected Capex Exceeds By 31% The Estimated Value In The Previous Plan Due To New Projects And Assets That Were In The Divestment Queue And Were Resumed For The Investment Portfolio.

Genial Investimentos Highlights That US$ 11 Billion Of Investments Are Allocated For Potential Acquisitions In The Renewable Energies, Refining, And Petrochemical Sectors. Additionally, There Is Uncertainty Regarding The Acquisition Of Renewables According To The Terms Presented By The Company.

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In The Production Area, The Company Intends To Invest In 14 New FPSOs To Achieve A Daily Oil And Gas Production Of 3.2 Million Barrels. Genial Emphasizes That Despite The Productivity Of The Pre-Salt Fields, The Decline Rates Of Other Fields May Limit Surprises In Overall Production. However, There Is The Possibility Of A Successful Exploration Campaign In The Equatorial Margin Fields, Which Could Generate Surprising Productions For 2028 And Beyond.

There Is Concern In The Market About The Impact Of Petrobras’ New Investment Plan On The Company’s Dividends, But Analysts Assess That The PE Did Not Bring Major Negative Surprises And That Dividends Should Remain At Elevated Levels.

Petrobras Is Not A Unanimous Buy Recommendation For All Firms. While Genial Maintains The “Hold” Investment Recommendation, Goldman Sachs Reinforced The Buy Recommendation. UBS BB Also Reiterated The Buy Recommendation And Increased The Stock’s Target Price.

Based On This Information, Petrobras’ Strategy Should Provide Lower Returns To Shareholders In The Future, Although Positive Surprises May Translate Into Higher Free Cash Flows And Dividends.

Source: MoneyTimes

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Petrobras (PETR4): What Happens to Stocks After ‘The Most Important Day of the Year’?

Petrobras (PETR4) Recently Surprised Investors Positively By Presenting A New Strategic Plan For The Next Five Years, Bringing More Confidence To The Market Regarding The Company. Expectations Were Surpassed With The Measures Adopted, Demonstrating A Promising Scenario For The Company.

Major Oil, Gas, and Energy Event Will Take Place in Brazil: Macaé Energy Will Gather Petrobras, Equinor, Prio, Among Other Suppliers and Energy Executives for Business, Networking, and Employment Opportunities

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Billions of barrels on the equatorial margin could lead Amapá to double its oil production in Brazil — the state aims to enter the route of companies in the Campos Basin, attract investments, and boost jobs and businesses in the oil and gas sector.

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Petrobras (PETR4): What Happens to Stocks After ‘The Most Important Day of the Year’?

Petrobras (PETR4) Recently Surprised Investors Positively By Presenting A New Strategic Plan For The Next Five Years, Bringing More Confidence To The Market Regarding The Company. Expectations Were Surpassed With The Measures Adopted, Demonstrating A Promising Scenario For The Company.

Major Oil, Gas, and Energy Event Will Take Place in Brazil: Macaé Energy Will Gather Petrobras, Equinor, Prio, Among Other Suppliers and Energy Executives for Business, Networking, and Employment Opportunities

A bright yellow mushroom imported from Asia escaped from a cultivation farm in the United States in 2010 and is now aggressively spreading across 25 states, destroying entire communities of native fungi in American forests.

Diagnostic test

Billions of barrels on the equatorial margin could lead Amapá to double its oil production in Brazil — the state wants to enter the route of companies in the Campos Basin, attract investments, and boost jobs and businesses in the oil and gas sector.

Without bricks, without cement, and without endless construction: the cardboard house that is assembled in modules and can be moved.

Billions of barrels on the equatorial margin could lead Amapá to double its oil production in Brazil — the state aims to enter the route of companies in the Campos Basin, attract investments, and boost jobs and businesses in the oil and gas sector.

Without bricks, without cement, and without endless construction: the cardboard house that is assembled in modules and can be moved.

Government unlocks R$ 554 million for a highway that has been requested for decades and accelerates the duplication of BR.

Offshore industrial demand in Macaé skyrockets with the recovery of oil and gas and could grow by up to 396% by 2026 in the Campos Basin.

Offshore industrial demand in Macaé surges with the recovery of oil and gas and could grow by up to 396% by 2026 in the Campos Basin.

Brazilian giant expands borders in the Southeast: Petrobras confirms new oil discovery in ultra-deep waters in the pre-salt of the Campos Basin.

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With 11,000 tons and sensors capable of hunting submarines at long distances, the Type 055 has become one of the most feared floating arsenals of the Chinese navy.

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