Tiago Guitián Reis

SNFZ11 paying 1% yield based on the July results! 🤑

What explains this result?

Will it be recurring?

Did the fund focus on appreciation and will it now shift to dividends?

Vitor Duarte is explaining this now, in an extraordinary live session 👇

https://www.youtube.com/live/DEADQcQYINs

💰🇺🇸 Brazilian companies with the highest revenue exposure from exports to the USA:

• Embraer (#EMBR3): 23.8%
• Suzano (#SUZB3): 16.6%
• Tupy (#TUPY3): 13.9%
• Jalles Machado (#JALL3): 11.0%
• Frasle Mobility (#FRAS3): 10.8%
• Weg (#WEGE3): 9.1%
• Minerva (#BEEF3): between 8% and 15%
• Randoncorp (#RAPT4): 6.4%
• Cosan (#CSAN3): 6.0%

ℹ️ Estimate from XP Research

🇧🇷🇺🇸 Products We Export Most to the USA:

1. Crude oil: US$ 5.8 billion (14%)
2. Crude steel: US$ 3.5 billion (8.8%)
3. Airplanes and airplane parts: US$ 2.7 billion (6.7%)
4. Green coffee beans (not roasted): US$ 1.9 billion (4.7%)
5. Pig iron and iron alloys: US$ 1.79 billion (4.4%)
6. Petroleum fuel: US$ 1.74 billion (4.3%)
7. Pulp: US$ 1.67 billion (4.1%)
8. Various industrial products: US$ 1.55 billion (3.8%)
9. Heavy engineering machinery and equipment: US$ 1.47 billion (3.6%)
10. Concentrated fruit juice: US$ 1.19 billion (3.0%)

ℹ️ Comex Stat

🇧🇷🇺🇸 Products we export the most to the USA in 2024:

1. Crude oil: US$ 5.8 billion (14%)
2. Crude steel: US$ 3.5 billion (8.8%)
3. Airplanes and airplane parts: US$ 2.7 billion (6.7%)
4. Green coffee beans (not roasted): US$ 1.9 billion (4.7%)
5. Pig iron and iron alloys: US$ 1.79 billion (4.4%)
6. Petroleum fuel: US$ 1.74 billion (4.3%)
7. Cellulose: US$ 1.67 billion (4.1%)
8. Various industrial products: US$ 1.55 billion (3.8%)
9. Heavy engineering machinery and equipment: US$ 1.47 billion (3.6%)
10. Concentrated fruit juice: US$ 1.19 billion (3.0%)

ℹ️ Comex Stat

The first victim: orange juice sector.

The USA is the main buyer of our juice.

Americans can drink something else at breakfast. I myself do not drink juice.

But we have no one to sell (in the volume that the American market buys from us) our juice.

Brazilian diplomacy must take action as soon as possible.

Jobs and income in our country are at stake.

🚨 Trump taxes Brazil at 50%: what does this mean for your investments?

👇 Download now the exclusive analysis by Gustavo Sung, chief economist at Suno, and learn how to protect yourself and identify opportunities in this new scenario. 👇

https://suno.me/4lJOJB4

🚨 URGENT: How the rates will impact Brazil!

👉 We are live explaining: https://www.youtube.com/live/Z6WSxULsM_8

🚨 URGENT: Trump announces 50% tariff for Brazil

👉 We are live explaining the impacts: https://www.youtube.com/live/Z6WSxULsM_8

🚨 Attention SNFZ11 shareholders

++SNFZ11 announced the acquisition of the Triângulo da Gaúcha and Xavantes farms, located in Gaúcha do Norte-MT, expanding its property portfolio in the region.

https://www.suno.com.br/noticias/snfz11-fiagro-suno-asset-compra-duas-fazendas-mato-grosso/

Today's workout has this view.

The first person to guess where it is will get a donation of 100 shares of SNAG11...

Training of you have this view.

The first one to guess where it is I will make a donation of 100 shares of SNAG11...

The assessment report of SLC's land portfolio has just been released.

Every year it appreciates a little.

Everyone should have part of their portfolio in rural properties.

They have low volatility, low correlation with other asset classes, and appreciation + income.

Perfect for portfolio composition.

This should help a lot in containing the auditor. It went unnoticed.

Instead of adjusting positive judicial rulings by the Selic rate, it will be adjusted by inflation. Today, the Selic rate is about 10% above inflation.

Today this represents about R$20 billion less in deficit.

With the creation of the airplane, today we do in hours what used to take weeks.

With the telephone, we communicate immediately with those who are far away.

With what we will reveal on 15/07, what used to take hours of study to invest wisely will be done in a few minutes.

If you don't want to be left out of this revolution, access the link:

⚠️ ENGIE (EGIE3) rose 20%... and now it has collapsed. Understand why

👉 Click to watch: https://youtu.be/2jWE8QWprkU

You wake up, grab your phone, and... R$10,000 of passive income has landed in your account.

Effortlessly. Without selling time. Just the fruit of investments.

You will still see this scene. And today could be the first step.

For a few hours, you can access the course Live on Dividends for FREE, which costs R$347.

Access the link:

⚠️ Petrobras (PETR4) will sell Polos? Understand the company's plan: https://youtu.be/mJ8zfP-_z2w

"The most important decision when evaluating a business is pricing power.

If you have the ability to raise prices without losing customers to the competition, you have a very good business.

But, if you need to hold a prayer session before raising the price by a tenth of a cent, then you have a terrible business.

I have been on both sides, and I know the difference well."

- Warren Buffett

They drew to see if they understand.

The solution is not in increasing taxes and expenses.

Published in @valoreconomico
Source: Brazilian Institute of Planning and Taxation (IBPT)