Petrobras has lost ‘an Ambev’ since October, purchase of SulAmérica by D’Or passes through Cade and what matters in the market

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Cade approves D’Or-SulAmérica deal

Cade (Administrative Council for Economic Defense) approved by a majority this Wednesday the purchase of health plan operator SulAmérica by the hospital group Rede D’Or, without restrictions.

Six directors of the antitrust body followed the superintendence’s recommendation and approved the deal without “remedies” (restrictions). One board member voted for approval, as long as Qualicorp (a company with a stake in D’Or) was excluded from the resulting group.

Disputed deal: nine hospitals asked the antitrust agency to approve medicine for the business. Among them are Albert Einstein, Sírio-Libanês and HCor.

• The institutions affirm that the agreement will allow Rede D´Or access to strategic commercial information of its main competitors.

Remember: the deal between two giants in each area reinforced the sector’s verticalization trend, as had happened in the merger between Hapvida and Notre Dame Intermédica.

• This is a strategy adopted by large national operators to reduce costs and gain market share. The idea is that institutions take control of all fronts of medical care, such as clinics, laboratories and hospitals.

Petrobras has lost ‘one Ambev’ since October

In reaction to the proposed relaxation of the State-Owned Companies Law, which opens a gap for political appointments to companies, Petrobras’ common shares plummeted 9.80%, and Banco do Brasil shares, 2.47%, this Wednesday on the Stock Exchange.

In numbers: almost two months after reaching its highest market value of BRL 520 billionPetrobras is currently valued at BRL 301 billion🇧🇷

• The loss, of R$219 billion, is almost equivalent to the size of Ambev on the stock exchange (R$238 billion).

Although the two state pressured the Ibovespa downwards, the index ended the day at a slight increase of 0.20%, at 103,745 points.

• The movement, according to experts, was influenced by technical factors (expiration of options) and the impact of the interview with Fernando Haddad, future finance minister.

• He said that the expansion of public spending is not the engine that will boost economic growth and said he sees room for cutting interest rates, but that the measure depends on commitment to the bills.

What explains the decline of state-owned companies: sanctioned in 2016, the State-Owned Law is considered as a layer of protection against potential interventions in companies.

• The change in legislation, approved in a flash in the Chamber on Tuesday (13), opens the door for the centrão and other politicians to occupy strategic positions in public companies and regulatory agencies and, with that, exert influence over them.

More about financial market:

In the US, the Fed confirmed the market’s expectations and slowed down interest rate hikes with an increase of 0.5 points (compared to 0.75 points in previous meetings), to a range between 4.25% and 4.5% per year.

Opinion:

Do as I say…

The profile @ElonJet, a robot dedicated to tracking private flights of billionaire Elon Musk, was suspended this Wednesday (14) from Twitter.

The banning of the account comes just over a month after the platform owner said in a tweet:

• “My commitment to freedom of expression even extends to not banning the account that tracks my plane, even if doing so is a direct risk to personal safety.”

Understand: university students use public data from aircraft transponders (location monitors) and automate the tracking and dissemination of travel routes.

• In addition to Musk, he has also created profiles for Russian President Vladimir Putin’s aircraft, the country’s oligarchs, and celebrities.

• All profiles, as well as Jack Sweeney’s, have been banned from Twitter.

He said the automated profiles will continue to share the aircraft’s paths on networks such as Facebook, Instagram and Telegram.

In the beginning of the yearMusk sent a message to Sweeney offering US$ 5,000 (R$ 26 thousand) to delete the @ElonJet profile.

• The student responded with a counter-proposal of $50,000 or a Tesla model – the billionaire’s automaker – but was blocked by the businessman, he told the Wall Street Journal at the time.

Contains 1g back on the market

The traditional makeup brand Contains 1g will return to the market in 2023. The return is taken over by the startup Sallve, founded by the influencer Julia Petit, and will start with ecommerce.

Remember: the makeup brand that operated in the franchise system filed for bankruptcy in 2018. At the time, the company had 69 stores and 25 kiosks and accumulated debts of BRL 40 million🇧🇷

• The brand was auctioned last year for Sallve, which focuses on skin care products. The startup of Julia and Daniel Wjuniski, who holds the position of CEO, was valued at BRL 500 million in a round of investments in 2021.

Revamped: Contem1g (which is now spelled without the space) will return to the domestic market with lipsticks, eyeliners, eyeshadow quartets, blushes, highlighters and eyebrow products.

• With an eye on the Z generation, who may not remember the image of the stores and kiosks ofConten1g, the new line of products will have brightness and colorful tones (like the eyeliner with glitter).