
Gerdau emerges as BTG’s defensive pick as Brazil commodities face weak 2Q earnings
BTG Pactual expects a soft earnings season for 17 companies under coverage, with cost inflation, freight…

BTG Pactual expects a soft earnings season for 17 companies under coverage, with cost inflation, freight…

The steelmaker is moving to take full control of Dona Francisca Energética, lifting renewable self-generation to…

Market estimates may overstate the potential EBITDA impact on the Brazilian steelmaker’s regional operations.

Petrobras accounts for more than half of the expected payout, offering investors a cash cushion after…

Bank keeps Brazil at overweight in Latin America, citing lower rates, energy strength and possible new…

Brazilian development bank approved 59.3 billion reais for the state, led by infrastructure, industry, agribusiness and…

North American operations account for 75% of adjusted Ebitda, helping Gerdau absorb weaker prices and heavy…

Asset manager expands exposure without seeking control of Brazilian steelmaker.

North America drives 73% of EBITDA, cushioning margin compression in the domestic market.
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