Seeking Alpha

15 Brazilian Stocks Discussed (Video)

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Includes: ABEV, BAK, BRFS, CZZ, ERJ, ESTR, FBR, GFASY, GGB, GOL, LND-USD, NETS, NEXA, OIBR.C, SID
by: Sven Carlin
Summary

The recent turmoil in emerging markets has pushed down many Brazilian stocks.

If you are a value investor and love bargains, the hunt is open.

We discuss 15 potential investments and touch on the key opportunities and risks of each.

When analyzing a sector, it is always good to analyze a number of stocks to get a better feeling about the general trends that the sector faces.

Therefore, I just looked at 15 Brazilian stocks (EWZ) listed on the NYSE. My list includes big companies like AMBEV (ABEV) but also three recent IPOs that took advantage of the positive environment emerging markets enjoyed in the second part of 2017 (Estre Ambiental (ESTR), Netshoes (NETS) and Nexa Resources (NEXA)). The full list of the stocks discussed is the following:

Ambev S.A., Brasilagro (LND), Braskem (BAK), BRF S.A. (BRFS), Companhia Siderurgica Nacional (SID), Cosan Limited (CZZ), Embraer (ERJ), Estre Ambiental, Fibria Celulose (FBR), Gafisa (GFA), Gerdau (GGB), Gol Linhas (GOL), Nexa Resources, Netshoes and Telecoms (OIBR)

Enjoy the video.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.