{"id":39550,"date":"2025-01-14T15:45:00","date_gmt":"2025-01-14T18:45:00","guid":{"rendered":"https:\/\/staging.portaltela.com\/noticias\/2025\/01\/14\/bradesco-bbi-recomenda-compra-de-acoes-da-vivo-e-tim-com-precos-alvo-definidos\/"},"modified":"2025-01-14T15:45:00","modified_gmt":"2025-01-14T18:45:00","slug":"bradesco-bbi-recomenda-compra-de-acoes-da-vivo-e-tim-com-precos-alvo-definidos","status":"publish","type":"post","link":"http:\/\/54.92.202.131\/economia\/2025\/01\/14\/bradesco-bbi-recomenda-compra-de-acoes-da-vivo-e-tim-com-precos-alvo-definidos\/","title":{"rendered":"Bradesco BBI recomenda compra de a\u00e7\u00f5es da Vivo e TIM com pre\u00e7os-alvo definidos"},"content":{"rendered":"<p>O Bradesco BBI reafirmou a recomenda\u00e7\u00e3o de compra para as a\u00e7\u00f5es da <strong>Telef\u00f4nica Brasil (VIVT3)<\/strong> e da <strong>TIM (TIMS3)<\/strong>, estabelecendo pre\u00e7os-alvo de <strong>R$ 60<\/strong> e <strong>R$ 18<\/strong>, respectivamente. A an\u00e1lise destaca a <strong>combina\u00e7\u00e3o favor\u00e1vel de receitas resilientes<\/strong> e baixa sensibilidade ao PIB, al\u00e9m de <strong>rendimentos atrativos de fluxo de caixa<\/strong> de <strong>11,3%<\/strong> para a Vivo e <strong>13,4%<\/strong> para a TIM, com altos dividendos de <strong>9,0%<\/strong> e <strong>10,8%<\/strong>.<\/p>\n<p>A Vivo \u00e9 considerada a principal escolha do banco, com um <strong>crescimento de receita estimado em 6,4% para 2025<\/strong> e menor exposi\u00e7\u00e3o ao segmento pr\u00e9-pago. O BBI manteve suas estimativas para o <strong>quarto trimestre de 2024<\/strong> praticamente inalteradas, exceto por um leve aumento na proje\u00e7\u00e3o de lucro l\u00edquido da Vivo, enquanto a da TIM teve uma leve redu\u00e7\u00e3o. O banco n\u00e3o espera que os resultados sejam catalisadores imediatos, mas a Vivo pode se beneficiar de detalhes sobre a migra\u00e7\u00e3o de concess\u00e3o.<\/p>\n<p>Os analistas projetam um crescimento da receita de servi\u00e7os da Vivo de <strong>7,0%<\/strong> ano a ano, enquanto a TIM deve desacelerar para <strong>5,3%<\/strong>, devido a uma base de compara\u00e7\u00e3o desafiadora. O crescimento total de receita \u00e9 estimado em <strong>6,8%<\/strong> para a Vivo e <strong>5,2%<\/strong> para a TIM, com servi\u00e7os m\u00f3veis crescendo <strong>8,1%<\/strong> e <strong>5,5%<\/strong>, respectivamente.<\/p>\n<p>Para as a\u00e7\u00f5es da <strong>Desktop (DESK3)<\/strong> e <strong>Brisanet (BRIT3)<\/strong>, a recomenda\u00e7\u00e3o \u00e9 neutra, refletindo um cen\u00e1rio desfavor\u00e1vel com baixo volume de negocia\u00e7\u00e3o e fraco fluxo de caixa. O pre\u00e7o-alvo da Desktop foi reduzido de <strong>R$ 15<\/strong> para <strong>R$ 12<\/strong>, enquanto o da Brisanet caiu de <strong>R$ 4,50<\/strong> para <strong>R$ 2,80<\/strong>. O BBI tamb\u00e9m alertou que <strong>2025 ser\u00e1 um teste para a racionalidade dos pre\u00e7os das telecomunica\u00e7\u00f5es<\/strong>, diante de um PIB fraco e infla\u00e7\u00e3o alta.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>O Bradesco BBI reafirmou a recomenda\u00e7\u00e3o de compra para as a\u00e7\u00f5es da Telef\u00f4nica Brasil (VIVT3) e da TIM (TIMS3), estabelecendo pre\u00e7os-alvo de R$ 60 e R$ 18, respectivamente. A an\u00e1lise destaca a combina\u00e7\u00e3o favor\u00e1vel de receitas resilientes e baixa sensibilidade ao PIB, al\u00e9m de rendimentos atrativos de fluxo de caixa de 11,3% para a Vivo [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"summary":"- O Bradesco BBI reafirmou a compra das a\u00e7\u00f5es da Telef\u00f4nica Brasil e TIM, com pre\u00e7os-alvo de R$ 60 e R$ 18, respectivamente.\n- A recomenda\u00e7\u00e3o se baseia em receitas resilientes e altos dividendos, com fluxo de caixa robusto.\n- A Vivo \u00e9 destacada como principal escolha, com crescimento de receita estimado em 6,4% para 2025.\n- O banco ajustou as proje\u00e7\u00f5es de lucro l\u00edquido para 2024, mantendo estimativas para o 4T24 praticamente inalteradas.\n- Desktop e Brisanet receberam recomenda\u00e7\u00e3o neutra, com redu\u00e7\u00e3o nos pre\u00e7os-alvo devido a riscos financeiros.","footnotes":""},"categories":[8969,41],"tags":[100],"class_list":["post-39550","post","type-post","status-publish","format-standard","hentry","category-brasil","category-economia","tag-noticia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Bradesco BBI recomenda compra de a\u00e7\u00f5es da Vivo e TIM com pre\u00e7os-alvo definidos - Portal Tela (STAGING)<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bradesco BBI recomenda compra de a\u00e7\u00f5es da Vivo e TIM com pre\u00e7os-alvo definidos\" \/>\n<meta property=\"og:description\" content=\"O Bradesco BBI reafirmou a recomenda\u00e7\u00e3o de compra para as a\u00e7\u00f5es da Telef\u00f4nica Brasil (VIVT3) e da TIM (TIMS3), estabelecendo pre\u00e7os-alvo de R$ 60 e R$ 18, respectivamente. 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