T7 #48 | O rali da bolsa e o momento das construtoras: oportunidades para o investidor

from Itaú Views · host Itaú BBA

Neste episódio, convidamos Paulo Weickert, da Apex Capital, e Elvis Credendio, analista de Real Estate do Itaú BBA, para analisar o rali da bolsa em 2025 e o momento das construtoras de média e alta renda.Falamos sobre os fatores que sustentaram a alta do mercado, o impacto esperado da queda de juros e os sinais deixados pela temporada de balanços. Destacamos a força das construtoras de média e alta renda, que seguem entregando crescimento, margem e geração de caixa mesmo em um ambiente de juros elevados.Os convidados explicam o que está por trás dessa resiliência, o que diferencia as empresas que se destacaram e quais teses podem ganhar tração em um cenário mais favorável em 2026.Moderação: Ana Luísa Westphalen, Head Research PF no Itaú BBA.👉 Confira o relatório sobre os resultados corporativos do terceiro trimestre de 2025: https://www.itau.com.br/itaubba-pt/portal/viewer/equity/0ce21d65-5b82-4e73-8173-51e9e0476961/DaP_Estrategia_3T25_191125_MG_NM.pdfInstagram:https://www.instagram.com/itauviews/Telegram: https://t.me/itauviewsYoutube: https://www.youtube.com/itauviews

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T7 #48 | O rali da bolsa e o momento das construtoras: oportunidades para o investidor

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