BB Seguridade Participações S.A. Sponsored ADR (BBSEY)
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BB Seguridade: A Combination Of Bullish Factors Makes The Stock Interesting
I reiterate my recommendation to buy BB Seguridade shares, emphasizing the company's resilient business model amid an unstable macroeconomic scenario. Brazil has high interest rates, but this is actually beneficial for insurance companies. Additionally, the impact of President Trump's tariffs is not insignificant. The momentum is also very positive. The Q4 2024 results were mixed, with Brasilseg showing strong performance, while Brasilprev faced challenges due to increased liabilities and lower management fees.
Should You Buy BB Seguridade For Its 9% Yield?
BB Seguridade Participações S.A. offers a high-dividend yield of about 9%, but shares are not undervalued and come with emerging market risks. The company benefits from Banco do Brasil's extensive distribution network, driving growth in insurance and pension plans. Despite strong earnings and a high ROE, shares trade at a high valuation multiple, making them less attractive for long-term investors.
Jump On These Over 9% Dividend Yielding Stocks Today
The recent inflation read came in below market expectations at 2.8%.
BBSEY vs. MCO: Which Stock Is the Better Value Option?
Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of BB Seguridade Participacoes SA (BBSEY) and Moody's (MCO). But which of these two companies is the best option for those looking for undervalued stocks?
BB Seguridade Participacoes S.A. (BBSEY) Q4 2024 Earnings Call Transcript
BB Seguridade Participacoes S.A. (OTCPK:BBSEY) Q4 2024 Earnings Conference Call February 18, 2025 9:00 AM ET Company Participants Felipe Peres - Head of Investor Relations Andre Haui - Chief Executive Officer Rafael Sperendio - Chief Financial Officer Conference Call Participants Jitendra Singh - HSBC Tiago Binsfeld - Goldman Sachs Kaio Prato - UBS Antonio Ruette - Bank of America Daniel Vaz - Safra Guilherme Grespan - JP Morgan Arnon Shirazi - Citi Eduardo Nishio - Genial Investimentos Pedro Leduc - Itau BBA Operator Felipe Peres Hello, good morning.
BB Seguridade upgraded to Outperform from Neutral at Grupo Santander
Grupo Santander analyst Henrique Navarro upgraded BB Seguridade to Outperform from Neutral with a R$42 price target.
BB Seguridade: Undervalued Defensive Opportunity After A Tough Year
BB Seguridade trades at a 30% discount to the industry average, backed by a strong ROE and efficient capital management. The company has faced market share losses, rising costs, and pressures from Brazil's turbulent macroeconomic environment. Despite recent setbacks, BB Seguridade continues to offer an attractive 8.45% dividend yield with a steady payout ratio.
BB Seguridade Participações S.A. (BBSEY) Q3 2024 Earnings Call Transcript
BB Seguridade Participações S.A. (OTCPK:BBSEY) Q3 2024 Results Conference Call November 5, 2024 12:00 PM ET Company Participants Felipe Peres - Head of Investor Relations Andre Haui - Chief Executive Officer Rafael Sperendio - Chief Financial Officer Conference Call Participants Tiago Binsfeld - Goldman Sachs Antonio Ruette - Bank of America Pedro Leduc - Itau BBA Daniel Vaz - Banco Safra Kaio da Prato - UBS Eduardo Nishio - Genial Investimentos Felipe Peres Hello, and good afternoon.
BB Seguridade Q2: Resilience In The Face Of Difficulties
Strong Q2 results, with above-expectation revenue and earnings, are driven by segments like rural and credit life insurance. Attractive valuation with a Non-GAAP P/E (FWD) of 9.46x, implying a 24.6% upside potential. Caution is advised due to potential risks from Rio Grande do Sul floods and agribusiness challenges, but the overall risk/return ratio is favorable.
Why I Sold My BB Seguridade Stock (Rating Downgrade)
BB Seguridade remains a stable company with attractive dividends, but recent stock recovery and persistent risks lead me to downgrade my rating to 'hold'. Despite challenges, Q2 results were solid, with R$2.28 billion in earnings before taxes and positive operating income trends. BBSEY's valuation has become less attractive compared to peers, with a forward P/E ratio rising from 8x to 8.9x.
BB Seguridade Participações S.A. (BBSEY) Q2 2024 Earnings Call Transcript
BB Seguridade Participações S.A. (OTCPK:BBSEY) Q2 2024 Earnings Conference Call August 5, 2024 9:00 AM ET Company Participants Felipe Peres - Head of Investor Relations Andre Haui - Chief Executive Officer Rafael Sperendio - Chief Financial Officer Conference Call Participants Guilherme Grespan - J.P.
BB Seguridade: Decent Results, Valuation Remains Attractive
BB Seguridade released decent results, with revenues beating market estimates. Despite some occasional setbacks, there were excellent operational trends, such as record funding in the pension segment. Presenting an excellent combination of growth and dividend payments, the company has a 7.5% discount to the average P/E of its peers.
