{"id":20592,"date":"2025-03-25T12:22:58","date_gmt":"2025-03-25T15:22:58","guid":{"rendered":"https:\/\/staging.portaltela.com\/noticias\/2025\/03\/25\/acoes-da-vamos-disparam-15percent-apos-balanco-do-4t-sinais-de-recuperacao-sao-notados\/"},"modified":"2025-03-25T12:22:58","modified_gmt":"2025-03-25T15:22:58","slug":"acoes-da-vamos-disparam-15percent-apos-balanco-do-4t-sinais-de-recuperacao-sao-notados","status":"publish","type":"post","link":"http:\/\/3.81.61.233\/noticias\/economia\/2025\/03\/25\/acoes-da-vamos-disparam-15percent-apos-balanco-do-4t-sinais-de-recuperacao-sao-notados\/","title":{"rendered":"A\u00e7\u00f5es da Vamos disparam 15% ap\u00f3s balan\u00e7o do 4T; sinais de recupera\u00e7\u00e3o s\u00e3o notados"},"content":{"rendered":"<p>As a\u00e7\u00f5es do Grupo Vamos (VAMO3) apresentaram uma valoriza\u00e7\u00e3o significativa de <strong>15,85%<\/strong>, alcan\u00e7ando R$ 4,97, ap\u00f3s a divulga\u00e7\u00e3o do balan\u00e7o do quarto trimestre de 2024, o primeiro ap\u00f3s a cis\u00e3o com a Automob (AMOB3). No per\u00edodo, a empresa reportou um lucro l\u00edquido de <strong>R$ 213 milh\u00f5es<\/strong>, superando em <strong>16%<\/strong> as expectativas do mercado, embora as retomadas de ativos tenham ca\u00eddo <strong>14%<\/strong> em rela\u00e7\u00e3o ao trimestre anterior.<\/p>\n<p>O total de retomadas ao longo do ano foi de <strong>R$ 1,2 bilh\u00e3o<\/strong>, o que impactou o spread RoIC, que diminuiu de <strong>9,2 pontos percentuais<\/strong> em 2023 para <strong>6,6 pp<\/strong> em 2024. O Bradesco BBI destacou que a Vamos est\u00e1 conseguindo repassar o aumento do custo de capital e observou um capex contratado de <strong>R$ 1.021 milh\u00f5es<\/strong> no 4T24, com um yield mensal de <strong>2,8%<\/strong>. A previs\u00e3o de capex l\u00edquido para 2025 permanece em <strong>R$ 2,1 bilh\u00f5es<\/strong>, refor\u00e7ando a confian\u00e7a no modelo de neg\u00f3cios da empresa.<\/p>\n<p>O JPMorgan, por sua vez, apontou que os resultados n\u00e3o s\u00e3o totalmente compar\u00e1veis \u00e0s suas proje\u00e7\u00f5es devido \u00e0 cis\u00e3o da divis\u00e3o de concession\u00e1rias. O Ebitda reportado foi de <strong>R$ 882 milh\u00f5es<\/strong>, ligeiramente abaixo da expectativa de <strong>R$ 898 milh\u00f5es<\/strong>. O lucro l\u00edquido de <strong>R$ 213 milh\u00f5es<\/strong> superou a previs\u00e3o de <strong>R$ 153 milh\u00f5es<\/strong> do banco, impulsionado por um resultado financeiro melhor do que o esperado.<\/p>\n<p>O BTG Pactual considerou que os resultados do 4T24 est\u00e3o alinhados com suas estimativas, embora o lucro l\u00edquido tenha superado as expectativas. Com a conclus\u00e3o da reestrutura\u00e7\u00e3o societ\u00e1ria, a Vamos focar\u00e1 exclusivamente no neg\u00f3cio de loca\u00e7\u00e3o, o que deve reduzir a ciclicidade de suas opera\u00e7\u00f5es. O BTG reiterou a classifica\u00e7\u00e3o de compra e um pre\u00e7o-alvo de <strong>R$ 15<\/strong>, enquanto o JPMorgan manteve a recomenda\u00e7\u00e3o de compra com pre\u00e7o-alvo de <strong>R$ 10<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a\u00e7\u00f5es do Grupo Vamos (VAMO3) apresentaram uma valoriza\u00e7\u00e3o significativa de 15,85%, alcan\u00e7ando R$ 4,97, ap\u00f3s a divulga\u00e7\u00e3o do balan\u00e7o do quarto trimestre de 2024, o primeiro ap\u00f3s a cis\u00e3o com a Automob (AMOB3). No per\u00edodo, a empresa reportou um lucro l\u00edquido de R$ 213 milh\u00f5es, superando em 16% as expectativas do mercado, embora as [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"summary":"Grupo Vamos (VAMO3) registra lucro de R$ 213 milh\u00f5es no 4T24, superando expectativas, mas enfrenta queda nas retomadas de ativos. A\u00e7\u00f5es disparam.","footnotes":""},"categories":[41,1],"tags":[100],"class_list":["post-20592","post","type-post","status-publish","format-standard","hentry","category-economia","category-noticias","tag-noticia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>A\u00e7\u00f5es da Vamos disparam 15% ap\u00f3s balan\u00e7o do 4T; sinais de recupera\u00e7\u00e3o s\u00e3o notados - Portal Tela (STAGING)<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A\u00e7\u00f5es da Vamos disparam 15% ap\u00f3s balan\u00e7o do 4T; sinais de recupera\u00e7\u00e3o s\u00e3o notados\" \/>\n<meta property=\"og:description\" content=\"As a\u00e7\u00f5es do Grupo Vamos (VAMO3) apresentaram uma valoriza\u00e7\u00e3o significativa de 15,85%, alcan\u00e7ando R$ 4,97, ap\u00f3s a divulga\u00e7\u00e3o do balan\u00e7o do quarto trimestre de 2024, o primeiro ap\u00f3s a cis\u00e3o com a Automob (AMOB3). 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