Relações com Investidores

Opinião de mercado

  • 27/07/17 - Santander: 2Q17 Results Beat Estimates on Lower Costs
    27/07/17 - Morgan Stanley: 2Q17 - Positive inflection point?
  • 26/07/17 - Itau BBA: Decent Results on Lower DLR
    26/07/17 - UBS: 2Q: Diviends, DLR and provisions improvement
    26/07/17 - BTG Pactual: Q2: Better #s, with mixed underlying messages
    26/07/17 - JP Morgan: EPS In-Line with JPMe, But With Better Operating Results on Lower DLR
    26/07/17 - Safra: Positive Results on Margin Recovery + Higher Dividends
    26/07/17 - Merrill Lynch: Lower DLR driving better margins in Q2
    17/07/17 - JP Morgan: The End of the INSS Saga. Positive but Expected News
    16/07/17 - BTG Pactual: Favorable ruling on INSS tax payment is positive for P&L, with limited cashflow impacts
    16/07/17 - UBS: Positive decision on INSS: strong EPS accretion
    16/07/17 - Credit Suisse: A Pleasant Surprise in Regards to Timing
    14/07/17 - Merrill Lynch: Price Objective Change - Positive final INSS ruling
    27/04/17 - Morgan Stanley: 1Q17 - Positive trends but still under pressure
    26/04/17 - Safra: Still Weak Result, but Better on Lower Frequency
    26/04/17 - UBS: 1Q: EPS beat on better DLR
    26/04/17 - JP Morgan: 1Q17 - Still Weak As Expected. No Member Base Growth and Pressured Margin
    26/04/17 - Santander: 1Q17 Results: A Welcome Relief on DLR
    26/04/17 - Credit Suisse: Still Challenging, But Mostly in Line
    26/04/17 - BTG Pactual: Structural issues bearing their teeth
    24/04/17 - JP Morgan: Fierce Competitive Environment Should Impair the Macro Recovery Beta
    19/04/17 - Credit Suisse: Neither Value nor Growth; Assuming with Neutral
    23/03/17 - Eleven Financial: Sorriso que vem dos bancos
    20/03/17 - Merrill Lynch: Feedback from the road: still cautious on loss ratio & competition
  • 13/03/17 - Safra: OdontoPrev: Meeting Feedback + New TP; Raising to Neutral
  • 13/03/17 - BTG Pactual: Healthcare: The Darkest Hour is Just Before the Dawn
  • 22/02/17 - Merril Lynch: Price Objective Change - Lift estimates, but still full valuation
  • 22/02/17 - Santander: Neutral 4Q16: Seasonal Relief or Improving Trend?
  • 22/02/17 - Credit Suisse:Positive Net Additions After Three Quarters of Declining Base
  • 22/02/17 - UBS: 4Q: Improving membership and DLR trends
  • 21/02/17 - BTG Pactual: Q4: Structural issues in place
  • 21/02/17 - Morgan Stanley: 4Q16 - Margin Pressure Starting to Slow down?
  • 21/02/17 - Safra: Weak 4Q16 Results as Expected
  • 21/02/17 - Merrill Lynch: Q4 comes better on lower than expected frequency
  • 28/10/16 - Santander: OdontoPrev - Addressing the Perfect Storm of 3Q16; Feedback from Meeting with Management
  • 27/10/16 - Santander: OdontoPrev - Weak 3Q16 Results: A Cost Accident or a Deteriorating Trend?
  • 27/10/16 - BTG Pactual: No Signs of Recovery
  • 27/10/16 - Morgan Stanley: 3Q16 - Good top line, margin pressure not easing
  • 26/10/16 - Merrill Lynch: Weak 3Q16: the burden of higher frequency
  • 26/10/16 - JP Morgan: OdontoPrev: 3Q16 - Another Weak Quarter on Pressured Margins. Remain UW on Rich Valuation
  • 26/10/16 - UBS: 3Q: EPS miss on stron plan utilization growth
  • 26/10/16 - Safra: OdontoPrev: Negative, Worse-Than-Expectected 3Q16 Results
  • 26/10/16 - Credit Suisse: Not Yet the Inflection Point
  • 10/10/16 - JP Morgan: OdontoPrev: Challenging Environment Remains Plus Downside Risks to ‘17E EPS. Remain UW on Rich Valuation
  • 05/10/16 - Santander: OdontoPrev: still a hostage to the tough macroeconomic backdrop
  • 29/09/16 - UBS: Positive LT view; but macro continues to weigh
  • 17/08/16 - BTG Pactual: Situation set to remain tough...
  • 17/08/16 - UBS: 2016 Investor Day: Staying the course
  • 04/08/16 - BTG Pactual: Uncertainty and multiples are just too high. Time to Sell
  • 28/07/16 - Santander: Weak 2Q16 Results: Accentuating the divergences
  • 27/07/16 - JP Morgan: Weak 2Q16: 20% EPS Miss on JPMe and Consensus. Remain UW
  • 27/07/16 - Votorantim: 2Q16 Results: Uninspiring Figures
  • 27/07/16 - Morgan Stanley: 2Q16 - Delivering top-line, focus moves to margins
  • 27/07/16 - BTG Pactual: Q2: Tough times may last longer; valuation at record high
  • 27/07/16 - Credit Suisse: Nothing to Smile About
  • 27/07/16 - UBS: 2Q: Solid top line, but EPS miss on higher DLR and allowances
  • 21/06/16 - Santander: STJ Confirms Favorable Ruling on Bradesco Dental‘s INSS Collection
  • 21/06/16 - JP Morgan: OdontoPrev - Positive News - Incorporating a Positive Outcome to the INSS Saga. Remain Neutral on Valuation.
  • 01/06/16 - JP Morgan: Brazil Healthcare: Sector Stock Picking - Digging Behind Major Industry
  • 28/04/16 - Santander: Weak 1Q16 Results: Blame It On the Crisis; New CEO Appointed
  • 27/04/16 - JP Morgan: Poor 1Q16 EPS on Dim Top Line Growth, Pressured Margins, and EBITDA Decline. Remain N - ALERT
  • 27/04/16 - Votorantim: 1Q16 Results: Still Lagging in the Corporate Segment
  • 27/04/16 - UBS: 1Q: Operating miss on higher DLR and allowances
  • 08/04/16 - Votorantim: OdontoPrev - Demanding Valuation
  • 01/04/16 - Morgan Stanley: LatAm Healthcare Quarterly X-Ray: OdontoPrev is our only OW in the sector
  • 11/03/16 - Morgan Stanley: OdontoPrev: Rethinking dental, quantifying dividends
  • 10/03/16 - BB Investimentos: 4Q15 Results: Timid growth sustained by stable margins
  • 10/03/16 - Morgan Stanley: 4Q15 - Inflection point confirmed...keep buying
  • 10/03/16 - Itau BBA: Modest 4A15 Without Surprises
  • 10/03/16 - Santander: In-line 4Q15 Results: Lower Net Adds Offset by Richer Mix
  • 09/03/16 - Credit Suisse: Marginal Growth Comes at Higher Cost
  • 09/03/16 - BTG Pactual: Q4: Resilience in tough times...with an expensive valuation
  • 09/03/16 - UBS: 4Q: Still resilient; small operating miss due to opex
  • 09/03/16 - JP Morgan: No Surprises from 4Q15 EPS. Remain Neutral.
  • 08/01/16 - JP Morgan: Great Company but Valuation and Lack of Short-Term Triggers Hold Us Back. Remain Neutral.
  • 13/12/15 - Merrill Lynch: LatAm Healthcare: Painkiller for the macro headache - OdontoPrev: high quality, but fully priced
  • 10/12/15 - Santander: LatAm Healthcare: The challenge of staying healthy in an unhealthy environment
  • 16/11/15 - JP Morgan: ANS Lifts All Commercialization Restrictions
  • 29/10/15 - BTG Pactual: Nice showing in Q3…but still fairly priced
  • 29/10/15 - J. Safra: Strong Results on Volume and Ticket
  • 29/10/15 - Santander: In Line 3Q15 Results; Positive Surprise at Net Additions
  • 29/10/15 - Fator: Lives!
  • 29/10/15 - Votorantim: 3Q15 Results: Top Line Remained Healthy
  • 28/10/15 - UBS: Adding lives in a weak economy
  • 28/10/15 - Credit Suisse: Outlook puts Top-Notch Execution to the Test
  • 28/10/15 - JP Morgan: 3Q15 - Bottom-Line Miss Despite Positive Surprise on Net Additions; Remain Neutral
  • 28/10/15 - Morgan Stanley: Positive surprise on Individuals…
  • 29/09/15 - Itaú BBA: The (Net) Cash Difference; Upgrading to MP
  • 30/07/15 - BB Investimentos: 2Q15 Results: Dental Care Ratio concerns
  • 30/07/15 - Morgan Stanley: 2Q15 - Still slow top line, but strong margins and cash generation
  • 30/07/15 - Santander: In-line 2Q15 Operating Results; Mixed Signs from Membership Growth
  • 30/07/15 - BTG Pactual: Macro headwinds to keep hurting growth; risk/reward already seems fairly priced-in
  • 30/07/15 - J. Safra: Neutral 2Q15 Despite Slight Margin Shortfall
  • 29/07/15 - UBS: 2Q: Top line proving resilient
  • 29/07/15 - Credit Suisse: Bracing for a No-Growth Scenario
  • 08/07/15 - UBS: Meaningful mix-driven profitability gains ahead
  • 02/07/15 - J. Safra: NDR Highlights; BB Dental Leverage is Significant
  • 19/05/15 - JP Morgan: No Material Impact from Partial Plan Sale Suspension
  • 04/05/15 - BB Investimentos: 1Q15 Results: target-price remains but downgraded to Market Perform
  • 30/04/15 - Merrill Lynch: 1Q15 Slightly above BofAMLe helped by lower DLR
  • 30/04/15 - BTG Pactual: Good Q, but hard to justify such a premium valuation
  • 29/04/15 - UBS: Sequential loss ratio improvement driving EPS beat
  • 29/04/15 - Morgan Stanley: 1Q15 - Still slow top line, but very strong margins and cash generation
  • 29/04/15 - Votorantim: 1Q15 Results: Modest growth and better margins
  • 29/04/15 - JP Morgan: 1Q15 - Negative net additions and no EPS surprise. Share weakness expected. Remain Neutral
  • 17/11/14 - HSBC: Overweight, gearing up for better volumes
  • 13/11/14 - Santander: 2015 - turning growth mode on
  • 28/10/14 - HSBC: 3Q14 - Volumes improved despite challenges
  • 28/10/14 - UBS: Positive results with margin expansion
  • 28/10/14 - Merrill Lynch: Good 3Q14 Results drive by DLR
  • 28/10/14 - J. Safra: In-Line 3Q14 Results
  • 28/10/14 - BTG Pactual: 4% EBITDA beat; DLR is positive highlight (again)
  • 28/10/14 - Credit Suisse: 3Q14 - Only waiting for Growth to Kick In
  • 28/10/14 - Votorantim: 3Q14 - Lackluster results and the Company is trading at a demanding valuation
  • 28/10/14 - Brasil Plural: 3Q14 - Still Slow Earnings Momentum
  • 28/10/14 - Morgan Stanley: 3Q14 - Same trends continue
  • 28/10/14 -JP Morgan: 3Q14 Broadly in Line: Better Net Additions and DLR, but Worse on Expenses
  • 01/10/14 - BTG Pactual - Clearer skies ahead
  • 16/09/14 - UBS - Easing competition and focus on new growth channels
  • 27/08/14 - Credit Suisse - Cheaper than a Dental Plan
  • 12/08/14 - HSBC - Keeping the course despite short-term headwinds
  • 29/07/14 - Morgan Stanley - Championship drives a strong quarter
  • 29/07/14 - BofA Merrill Lynch - Stronger 2Q:lower DLR helped by the World Cup
  • 29/07/14 - UBS - World Cup reduces usage favoring results
  • 29/04/14 - HSBC: Longing for volume, but happy with profit
  • 29/04/14 - Morgan Stanley: 1Q14: Weak Volume but Strong Margin & Cash Flow
  • 29/04/14 - Votorantim: Top-line growing on pricing, and higher volume on SME and Individuals. Good operational trend remains
  • 29/04/14 - BTG Pactual: In-line Q1; positive DLR, but no growth in individuals
  • 29/04/14 - UBS: 1Q in line; individual/SME growth is key going forward
  • 29/04/14 - Brasil Plural: Mixed 1Q; Business Model Seems to Be Losing Steam
  • 29/04/14 - Merrill Lynch: Slightly better 1Q14, but decline of individual members
  • 29/04/14 - J.Safra: Weak 1Q14 Results
  • 24/03/14 - UBS: Positive data points, but not a Buy yet
  • 28/02/14 - JP Morgan: Strong 4T13, solid pricing and net additions of SME and Individuals
  • 26/02/14 - HSBC:4Q13:When micro trumps macro
  • 26/02/14 - Morgan Stanley:4Q13: a new Ebitda beat. ODPV is our Top-call
  • 26/02/14 - Merril lynch:Better than expected 4Q13 on growth and margins
  • 26/02/14 - UBS: Beating estimates from top to bottom line
  • 26/02/14 - BTG Pactual: Q4 proves earnings momentum to be solid
  • 26/02/14 - Brasil Plural: Ending the Year on a High Note
  • 26/02/14 - Votorantin: 4Q13 Earnings Results: Positive and Figures Already Expected
  • 26/02/14 - J.Safra: Good top-line growth on volume and ticket

Última atualização em 27 de Julho de 2017