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T8 #11 | Embraer, WEG e GPS: quem brilhará em 2026? episode artwork

EPISODE · Mar 23, 2026 · 18 MIN

T8 #11 | Embraer, WEG e GPS: quem brilhará em 2026?

from Itaú Views · host Itaú BBA

Como foi o desempenho do setor de transportes e bens de capital em 2025, e o que esperar para 2026?Neste episódio do Itaú Views, analisamos os principais aprendizados do último ano e as perspectivas para o setor, considerando fatores como juros elevados, cenário externo e mudanças regulatórias.Marcelle Gutierrez conversa com Daniel Gasparete, analista de Transportes e Bens de Capital do Itaú BBA, sobre os impactos da Selic alta nas empresas, o papel das exportações, a entrada de montadoras chinesas no Brasil e os possíveis efeitos da reforma tributária.O episódio também aborda as principais tendências para 2026, incluindo a expectativa de queda de juros, os desafios para locadoras e montadoras e as empresas que estão no radar dos investidores. Gasparete adiantou que as principais escolhas no setor são Embraer (EMBJ3), WEG (WEGE3) e GPS (GGPS3). Moderação: Marcelle Gutierrez, Research do Itaú BBA. Email: [email protected] Instagram:https://www.instagram.com/itauviews/Telegram: https://t.me/itauviewsYoutube: https://www.youtube.com/itauviews

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T8 #11 | Embraer, WEG e GPS: quem brilhará em 2026?

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