‘impure’ 5G loses to 4G, alcohol-free beer consumption grows and what matters in the market

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“Impure” 5G loses to 4G

Although its icon already appears on the screens of cell phone models sold in Brazil, the 5G available today in the country is characterized as “impure” and is well behind the 4G connection in tests carried out by Sheet.

Understand: the fifth generation connection, which promises to revolutionize important sectors of the country, from industry to medicine, has not yet started in earnest in the country.

For now, there is a technology that operates in the same frequency band as 4G (2.3 GHz). The “pure” 5G, which will use the range 3.5 GHzhad its activation deadline postponed due to lack of equipment.

In numbers: in the tests carried out by Sheet on Avenida Paulista, Claro’s “impure” 5G download, upload and latency averages were 4.7 Mbps, 0.2 Mbps and 113.6 milliseconds.

• For Vivo, the results were 36.4 Mbps, 18.6 Mbps and 43 ms.

• In the same test with 4G, Claro had an average performance of 10.7 Mbps, 12.7 Mbps and 83.3 ms, and Vivo, 120.9 Mbps, 38.5 Mbps and 19.7 ms.

• According to the Speedtest global index for the first quarter of 2022, the median speed of Claro’s 5G in Brazil is 72.3 Mbps, followed by Tim, from 62.8 Mbps, and by Vivo, from 62.3 Mbps

Delay: Anatel postponed from June 30 to August 29 the deadline for activating the 5G 3.5 GHz band in state capitals.

Operators must fulfill their first obligations – such as activating antennas at the rate of 1 for every 100,000 inhabitants in the 26 capitals and the Federal District – by September 29. Previously, that deadline was July 31.

XP cancels survey after pressure

XP canceled the publication of a survey by the Ipespe Institute that had a weekly periodicity and had been appointing former president Lula (PT) in front of Jair Bolsonaro (PL) in the electoral race, reports the column Mônica Bergamo.

The poll was even registered with the Superior Electoral Court (TSE) and would be released on Friday (10), but had the registration removed from the website by determination of the brokerage.

Shuttle: this is not the first time that XP has made changes related to the Ipespe survey. The brokerage had already transferred the contract to Infomoney, another less targeted group company.

• In May, the presidential poll, previously carried out on a biweekly basis, became weekly. Now, it will be released on a monthly basis.

Pressure: also according to the column, XP clients and partners increased pressure on the institution after the survey released last week.

• In addition to showing Lula ahead of Bolsonaro – a trend observed in other polls – the survey indicated that 35% of voters consider honesty an attribute of the former president, against 30% who say the same about the current president.

• There were cases of clients, especially those linked to agribusiness, who closed accounts and withdrew investments from the brokerage, according to the column.

Other side: XP stated that it hires other research institutes and that it will continue to publish data on a monthly basis, to offer an “even broader tool for investors to understand the electoral scenario and its impacts on the market”.

Zero beer and ready-to-drink drinks become a trend

Brazilians are increasingly consuming beverages with lower alcohol content, a trend also observed in non-alcoholic beers. With an eye on this movement, the large breweries that operate in the country diversify their portfolios.

In numbers: consumption of non-alcoholic beer grew 43% in 2021, according to consultancy Euromonitor, which projects a new high of 37% in this year.

• The so-called RDT’s (drinks or beverages that are sold ready for consumption) had an expansion of 12%driven by demand for low-alcohol products.

Breweries expand menu: The Sheet showed last year how the change in Brazilian consumption encouraged Ambev to create the “Future Beverages and Beyond Beer” division.

• Some brands of this arm are the Beats mixed drink and Mike’s, a “hard seltzer” – a type of alcoholic and flavored sparkling water that has become popular.

Other numbers: in a reflection of the easing of restrictions generated by the pandemic, wine sales, which had soared 21% in 2020, fell 2.3% last year. On the other hand, sparkling wines, champagnes and rosé wine saw demand grow 22% in 2021.

Eletrobras’ offer must be apportioned

Workers who invested in Eletrobras with the FGTS must not have the entire amount reserved transformed into shares in the electricity company.

Understand: Eletrobras had established a limit of BRL 6 billion for this type of investment, but market agents heard by the Sheet indicate that the demand was above this value.

• If this is confirmed, there will be a proportional apportionment of the shares among the investors, considering the reservation request of each one of them. The amounts deposited in excess will be returned to the FGTS.

• The price of each share purchased and the apportionment percentage will be announced this Thursday (9).

In numbers: the privatization offer foresees moving up to BRL 35 billion, considering the additional batch. According to operators heard by the Sheettotal investor demand exceeded three to four times the size of the supply and may have reached up to BRL 51 billion.

• Anchor investors, who guarantee a demand for the offer, ensured a volume of around BRL 13.5 billion. Some of these heavyweights are GIC, the Singapore sovereign wealth fund, and CPPIB, the Canadian pension fund.

• Adding the R$ 3 billion estimated in the reserve by investors who bought directly through the bank or brokerage and the R$ 5 billion from those who have priority in the offer, around BRL 27.5 billion.

Confident: market analysts estimate that, once the privatization process is completed, Eletrobras’ shares on the stock exchange may increase in value up to 85% In the next months. This number was cited in a report by the analysis house Eleven Financial Research.

• The argument cited is that the largest energy company in Latin America will be able to cut costs and operate more efficiently. The shares have already appreciated by approx. 30% in the year.

More about Eletrobras’ offer: