, 5 tweets, 2 min read Read on Twitter
QUEM SOU EU?
Análise sensacional que o Claudio Franco Neto (Bank of America) enviou aos seus clientes hoje.

1. Meu lucro por ação cresceu 32% em 2018 e a expectativa é que ele crescerá 28% em 2019
2. Estou sendo negociada a um múltiplo P/L projetado de 11,2x, sendo que entre 2016 e metade de 2018 eu era negociado a 12x-14x P/L projetado (embora hoje eu tenho um custo de equity menor)
3. Entre meus pares, eu sou o único que tenho o indicador "3-month Earnings Revision Ratio" em 1,0, sugerindo que eu tenho mais revisões para cima de lucro do que revisões para baixo
4. Apesar disso, eu estou tendo uma performance medíocre em 2019 se comparar com meus pares.

QUEM SOU EU? A resposta (e as imagens que respondem cada um dos 4 itens) no próximo tweet.
Resposta: EWZ (ETF da bolsa brasileira).
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