In the previous article, we looked at investment opportunities in Brazil. As we noted, the growth in Brazilian economy is going to be a bit muted compared to the other emerging markets but the fundamentals of growth and economy are sound in Brazil. In this article, we will look at some Brazilian stocks trading in NYSE and NASDAQ.
RIO is a company focussed on mining - primarily aluminum and ferrous metals. The company is trading for a P/E of 10 with a dividend yield of 1.5%. The company has a market cap of 57 billion.
PBR is a company focussed on oil and natural gas exploration in Brazil. The company has a market cap of close to 100 billion and a yield of 1.2%.
BBD provides banking and financial services in Brazil. The company has a market cap of 30 billion and a P/E of 11.
UBB is a financial products and services company in Brazil. The company has a market cap of 18 billion and a P/E of 11.
TNE provides telecom services in Brazil. The company provides Fixed-line Telecommunications, Mobile Telecommunications, and Contact center. The company has a market cap of 4.8 billion and a P/E of 108.
ITU provides banking services in Brazil. This company has a market cap of 13 billion and a P/E of 13.
GGB has a market cap of 15 billion and a P/E of 13. GGB is in the steel manufacturing industry.
VCP has a market cap of 3 billion and a P/E of 10. VCP engages in the manufacture of paper products and pulp in Brazil and internationally.
SID has a market cap of 9 billion and a P/E of 12. SID is an integrated steel producer in Brazil.
SBS has a P/E of 5.5 and a market cap of 2.7 billion. SBS operates basic sanitation services in the province of Sao Paulo in Brazil.
ARA has a P/E of 15 and a market cap of 5.4 billion. ARA produces bleached hardwood pulp.
ABV has a market cap of 27 billion and a P/E of 30. ABV produces beer, softdrinks and other beverage products.
GOL has a market cap of 7 billion and a P/E of 27. The company provides airline services in South America - including passenger, cargo and charter services.
CBD has a market cap of 3.5 billion and a P/E of 31. The company is a retailer of food, apparel, home appliances, and other products through its chain of hypermarkets, supermarkets and other specialized outlets in Brazil.
TSU has a market cap of 2.4 billion and a dividend yield of 2.7%. TSU provides mobile telecommunication services in Brazil.
CIG has a market cap of 6.9 billion and a P/E of 7. CIG is in the energy business and is an integrated energy company engaged in the generation, transmission and distribution of electricity.
ERJ has a market cap of 6.6 billion and a P/E of 41. ERJ engages in the design, development, manufacture, and sale of commercial aircrafts, defense aircrafts, and corporate jets.
BRP provides local and international telecommunication services in Brazil. BRP has a market cap of 2.4 billion and has negative earnings.
PZE has a market cap of 2.4 billion and a P/E of 12. PZE through its subsidiaries is engaged in the exploration, production and refining of oil and gas.
ELP has a market cap of 2.5 billion and a P/E of 9.4. ELP is engaged in the generation, transmission and distribution of energy in the province of Parans in Brazil.
CPL has a market cap of 5.85 billion and a P/E of 11. CPL is engages in the generation, distribution and commercialization of electricity in Brazil.
BAK has a market cap of 4.4 billion and a P/E of 18. The company is in the petrochemicals products segment.
Despite the recent uptrend in emerging markets, the Brazilian stocks aren't expensive. If the Brazilian economy continues to hum, the market should do fine and potentially has some upside in the coming year.
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