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RECALCULEI TUDO: NOVO PREÇO TETO e DIVIDEND YIELD do BANCO DO BRASIL (BBAS3). Estratégia atualizada!

The creator analyzes Banco do Brasil (BBAS3) after its Q2 earnings, updating their valuation and dividend yield projections. They note that the current stock price is trading above its historical average P/E ratio and discuss the projected dividend yield for 2026. The creator also mentions Bradesco as a market favorite and hints at a structural change in the banking sector.

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Tickers discussed in this post

NUNeutralHigh ConvictionSignal-backedPrimary

Nubank's stock surged after reporting earnings significantly above market expectations, with strong growth in customers, profitability, and a 33% profitability rate, solidifying its position as a major bank.

INTRNeutralMedium ConvictionSignal-backedSecondary

Banco Inter has fallen 40% year-to-date despite its results continuing to grow, indicating a potential disconnect between its performance and stock price.

VALENeutralLow ConvictionResearch Only

The creator mentions experiencing a 50% drop in Vale stock previously, which eventually multiplied their investment, to illustrate that significant stock price fluctuations are normal for investors.

BBDNeutralLow ConvictionSignal-backedSecondary

Bradesco is mentioned as being considered one of the best stocks in the sector by the market, with the creator planning to comment on a recent study following its price drop.

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