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1/3. IGTA é o novo @centernorte_. Belíssima oportunidade de shortear. Se eu fosse acionista, me sentiria enganado. Management operando com vacância há um bom tempo vendendo para o mercado que ia alugar melhor mais pra frente. Mto bem.
2/3. Agora fecham com Kalunga e Renner. Nada contra, mas a Kalunga vai ficar cheia de Rappi. Estão piorando mto o mix de lojas e o perfil do público que frequenta vai mudar. Com isso, ao invés de poder cobrar um prêmio, vai competir com Center Norte, Shopping Morumbi, etc.
3/3. IGTA pode cobrar prêmio pelos efeitos de rede, pelo público AAA que frequenta, pela localização. Estão destruindo as vantagens competitivas e a marca que construíram ao longo do tempo. Péssimas decisões.
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