Braskem is mentioned with a similar thought process to Raia Drogasil, requiring caution due to distorted multiples, no dividend payments, and the need for careful risk management.
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PETROBRAS A R$ 50: FICOU CARA OU É OPORTUNIDADE? 15% de DIVIDEND YIELD RECV3 VALE A PENA? PETR4
Sep 16, 2026
The creator discusses Petrobras (PETR4) and the broader oil sector, analyzing the stock's recent surge above R$50 and its potential for future dividend payments. The analysis considers the impact of rising oil prices, government interference, and fuel price discrepancies on the company's performance and valuation.
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Ultrapar is recommended for purchase by BTG, with an expected dividend yield of 7% this year and 4.7% in 2027.
Suzano (SUZB3.SA) is mentioned as an example of a company whose stock price is positively impacted by rising commodity prices, similar to Petrobras.
Vale (VALE3.SA) is mentioned as an example of a company whose stock price is positively impacted by rising commodity prices, similar to Petrobras.
Petrobras (PETR4.SA) has seen a significant price increase, and while its dividend yield is currently over 7%, the creator is analyzing whether the stock is now expensive or presents an opportunity, considering the impact of rising oil prices and potential government interference.
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