Airlines x 5G, Chinese momentum reflects on the stock exchange and what matters in the market

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Air x 5G

Airlines around the world are canceling or rescheduling their flights in the US with fears that installing 5G antennas near airports could hamper the landing of the Boeing 777 model.

Understand: the dispute between the airlines, the telecommunication companies and the regulatory agencies has been dragging on for weeks in the country.

On Monday (17), AT&T and Verizon decided to postpone the installation of some antennas near air terminals, but reinforce that there is no security problem.

The problem: the companies and the manufacturer claim that the scolding is in the radio altimeter of the Boeing 777, one of the most used in the world for long-distance travel.

This instrument is especially important when landing with low visibility.

Alternatives: Latam decided to change the jets of the routes that connect Brazil to the USA, replacing the Boeing 767 or the smaller, but more modern, 787 Dreamliner

This Wednesday (19), two Japanese companies announced that they will resume flights with the Boeing 777 to the USA after the American aviation agency stated that there are no more safety problems with the postponement announced by the telecoms.

Is here? 5G telephony should arrive in the country in July this year, but the issue of interference with aircraft is already part of the discussions of companies and authorities.

In Brazil, there are frequency differences compared to the USA, and the chances of interference are considered negligible. Anatel, however, is evaluating the installation of anti-5G filters on planes. The agency’s objective, according to the technicians, is to provide more guarantee to Embraer in the sale of its devices.

Stock exchange ignores bad mood from abroad

The Brazilian stock market once again avoided the bitterness abroad and closed at a high of 1,26%, to 108,013 points, the highest level in a month.

the dollar fell 1,70%, at R$ 5.4660, the lowest price since the first half of November.

What explains:

• China: the Asian giant is going against the grain of other countries by promising economic stimulus. With an increase in demand expectations for iron ore, Vale did well, which rose 2,20%.
• Retail: companies in the sector were among the biggest increases of the day. The shares of these companies, more sensitive to the decline in consumption, reacted well to the fall in future interest rates.

And the oil? The commodity followed its bullish sequence, and the Brent barrel, an international reference, rose 0,21%, at US$ 87.69 (R$ 482.04). The market is keeping an eye on the impact that this surge will have on inflation.

More about Purse:

In the red: Nasdaq-listed cash machine company Stone saw its shares drop from $94.09 in February 2021 to $16.86 in February 2021. ) at the end of the year, a decline of 82.1%.

The high delinquency rate observed, the monetary tightening cycle and operational difficulties affected the company’s results and market outlook.

Fintech do agro capta R$ 120 mi

Rural credit fintech Agrolend announced a fundraising BRL 120 million for the expansion of its business focused on medium-sized properties across the country.

The contribution:

• A part of BRL 80 million, was in a series A round – the initial of startups that have already validated their business – led by the Valor Capital fund, which has the unicorns Loft, CloudWalk and Gympass in its portfolio.
• The remaining slice of BRL 40 million, was through a FIDC (Investment Fund in Credit Rights, exercised by credit securities), issued by the startup to enable the granting of loans.

How does it work: Agrolend uses technology-enabled startup agility to accelerate the supply of credit.

After completing a registration and being approved, the producer only needs to sign the contract and photograph it. From there, working capital is released to finance its activities, such as the purchase of inputs.

Target Audience: goes against fintechs in the banking sector, as most customers are over 50 years old. With revenues between BRL 500,000 and BRL 5 million per year, these producers are in a range that is less served by credit lines, according to the startup.

Agroland’s forecast, which currently has 300 customers, is that there are 700,000 producers in this range in the country. The startup targets a 20-fold growth in its customer base in the next two years.

Microsoft purchase challenges Sony

The market reacted in different ways the day after Microsoft bought Activision Blizzard. The acquisition of US$ 75 billion (R$ 414 billion) was the largest in the history of the sector.

Understand: on the one hand, the shares of smaller producers closed higher, with investors expecting that mergers and acquisitions will increase, in a scenario of consolidation of the sector.

On the other hand, Sony shares fell 13% before ending the day down 5%. Analysts say the company, like others in the industry, could be pressured to open safes to counter Microsoft’s advance.

Exclusivity? The market is watching how American big tech will act from now on.

• An eventual limitation of Activision’s games to Xbox, in an attempt to transform its Game Pass subscription model into the “Netflix of games”, would hit the sales of Sony’s Playstation.
• Products such as the “Call of Duty” series, the “Tony Hawk’s” saga and the classic “Crash Bandicoot” are in the Activison catalogue. Microsoft has not yet announced whether it would become Xbox exclusive games.

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