Ideiasnet News
Ideiasnet - Alternatives against the American crisis.
Best shares for 2008
Exame (one of the most important economic Brazilian magazines) has combined suggestions by 21 market analysts with a statistical study conducted by consulting company Economatica, to choose the five most promising sectors and the 20 best shares for the year.
Alternatives against the American crisis. Companies selling to the domestic market are good alternatives
A way to protect your investments from the American crisis is to invest in shares of sectors that do not depend on the performance of international economies. An alternative are companies that sell to the domestic market, such as retailers and e-commerce portals. "These companies benefit from the Brazilian GDP growth, which is inserting a new range of consumers into the market", says Martha Dubugras, partner at Paraty Resources Management, in
Today, the best options in the market are business in three segments: Technology, E-Commerce and Retail (see table). The most promising one in terms of appreciation is Ideiasnet, a holding company that invests in 18 technology companies - forecasted appreciation of 120%. The risk, however, is high. The company recorded losses of R$868 thousand in the 3Q07, deriving from new acquisitions, and must increase profitability in order to deliver good results to shareholders. Another company that is seen positively by analysts is the e-commerce portal B2W that has been profiting from the continuous expansion in Internet sales.
How to profit from Brazil's brisker GDP growth
According to analysts, the companies listed below are the ones that will profit the most from Brazil's stronger economic growth, given their concrete expansion plans.
IDEIASNET B2W Lojas Renner (IDNT3) (BTOW3) (LREN3) Tecnology e-Commerce Retail Upside(1) 120% 73% 55% Why it is a Holding that Benefits from the Company is good option invests in 18 expansion in expected to post technology e-Commerce in Brazil, stronger sales companies will since it is the this year. Its gain from the industry's main weak results in strong growth representative on the 2007 had an in online sales stock exchange adverse affect on and in computer the share price, and related sales which is now inexpensive Risk High High Average Beware if... earnings do not Sales do not post Sales do not rise next quarter growth in the first accelerate by half of the year March Price- Earnings Ratio(2) of Company -198.4(3) 36.6 32.9 Price- Earnings Ratio(2) of Industry 17.2 49.8 49.8 (1) Over the next 12 months in relation to the closing price as of 01/23/2008. See target prices listed on the EXAME Portal. (2) Ratio showing the number of years investors would have to wait to get their money back receiving only dividends. The higher the ratio, the more expensive the stock. (3) The ratio is negative because the company posted a loss in the third quarter. Sources: analysts, CME and Economatica.
SOURCE Ideiasnet S.A.
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