Category: Companies
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Comprehensive Analysis of Intelbras (INTB3) – A Brazilian Tech Leader for Long-Term Investors
Intelbras manufacturing facility in São José (Santa Catarina), with solar panels on the roof. The company has expanded production capacity and diversified into energy solutions like solar power equipment. Intelbras S.A. – Indústria de Telecomunicação Eletrônica Brasileira (B3: INTB3) is a Brazilian technology company that provides a wide range of safety, networking, communication, and energy…
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Fleury S.A. (FLRY3, FLRYY) – Comprehensive Analysis for International Investors
Company Overview Fleury S.A. (B3: FLRY3) is one of Brazil’s leading medical diagnostic companies, operating a nationwide network of clinical laboratories and specialty clinics. The company provides a range of services including lab tests, imaging diagnostics, and outpatient medical services under premium brands (e.g. Fleury, Weinmann, a+ Labs) known for high quality and reliability .…
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Serena Energia (SRNA3): A Renewable Energy Pure-Play in Brazil for Long-Term Investors
Company Overview and Background Serena Energia S.A. (B3 Ticker: SRNA3) is a Brazilian renewable energy company engaged in the generation and sale of electricity from 100% clean sources – primarily wind farms, with additional hydro and solar assets . The company was originally known as Omega Energia (and before that, Omega Geração) and rebranded to…
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Azzas 2154 (AZZA3) – Comprehensive Analysis for Foreign Investors
Company Overview and Background Azzas 2154 S.A. (ticker AZZA3 on the B3 exchange) is the newly renamed entity formed after a series of mergers in Brazil’s fashion retail industry. The company was formerly known as Arezzo&Co – a leading women’s footwear and accessories group founded in 1972 – which acquired Cia Hering (a century-old apparel…
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MRV Engenharia (MRVE3, MRVNY) – Long-Term Investment Analysis
Company Overview and Business Model MRV Engenharia e Participações S.A. (MRV&Co) is Brazil’s largest homebuilder, specializing in affordable residential developments. Founded in 1979 and based in Belo Horizonte, MRV has evolved into a full-service housing platform with multiple brands and business lines . The core MRV brand focuses on low-income apartments eligible under government housing…
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Engie Brasil Energia (ENGIE3, EGIEY) Long-Term Investment Analysis
Business Overview ENGIE Brasil Energia is one of Brazil’s largest private power producers, with a diverse portfolio spanning electricity generation and transmission, as well as a stake in natural gas transportation. The company operates roughly 10 GW of power generation capacity (about 11.7 GW including partners) across 129 plants – predominantly renewable sources such as…
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Auren Energia (AURE3): Long-Term Investment Analysis for Global Investors
Business Overview Auren Energia S.A. is a Brazilian power generation and trading company formed in 2022 through the consolidation of Votorantim S.A. and CPP Investments’ energy assets . It has since grown into one of Brazil’s largest energy platforms, with a 100% renewable generation portfolio comprising hydroelectric, wind, and solar assets. After the recent acquisition…
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Localiza Rent a Car (RENT3) – Q2 2025 Long-Term Investment Analysis
Company Overview and Business Segmentation Localiza Rent a Car S.A. (“Localiza”) is the largest mobility and car rental network in Latin America, with operations spanning 7 countries and a fleet of over 632,000 vehicles as of mid-2025 . Founded in 1973 and headquartered in Brazil, Localiza has grown into a multi-faceted vehicle services platform. The…
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EcoRodovias (ECOR3) Long-Term Investment Analysis
Business Overview and Concession Portfolio EcoRodovias Infraestrutura e Logística S.A. is one of Brazil’s largest toll road operators. As of 2025, the company operates 12 highway concessions spanning over 4,800 km across 8 Brazilian states . These toll roads connect key industrial, agricultural, and port regions, making EcoRodovias a critical player in Brazil’s logistics network.…
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Comprehensive Investment Analysis: Ânima Holding (ANIM3)
Company Overview and Business Model Ânima Holding S.A. (B3: ANIM3) is one of Brazil’s largest private higher education groups, serving roughly 385,000 students across 18 higher education institutions nationwide . Founded in 2003 and listed on the Novo Mercado segment of B3 since 2013 (indicating the highest level of corporate governance) , Ânima’s mission is…