Why Fleury is up 50% this year? BTG has a hypothesis
A ação do Fleury subiu quase 50% desde o início do ano, 3x a valorização do Ibovespa e acima de outras empresas do setor de saúde – levando muitos investidores a questionar o motivo da disparada. O BTG Pactual se debruçou sobre o tema e chegou a duas conclusões: a maior parte da valorização veio […] The post Por que o Fleury sobe 50% este ano? O BTG tem uma hipótese appeared first on Brazil…
The Fleury company's stock has risen almost 50% since the beginning of the year, outpacing the Ibovespa index and other healthcare companies. According to a report by BTG Pactual, this surge is largely due to an expansion of multiples, rather than a revision of earnings. The bank's analyst, Samuel Alves, notes that the company's performance is linked to a global trend of re-rating diagnostic companies, driven by growth in preventive medicine and a shift towards more proactive healthcare.
BTG maintained its neutral recommendation for Fleury, preferring Rede D'Or in the healthcare sector, and valued Fleury at R$ 12 billion.
Written by urgent.news from Brazil Journal's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.