{"id":258140,"date":"2021-07-05T06:15:00","date_gmt":"2021-07-05T09:15:00","guid":{"rendered":"https:\/\/investnews.com.br\/?p=258140"},"modified":"2024-06-24T21:38:57","modified_gmt":"2024-06-25T00:38:57","slug":"acoes-e-bdrs-os-melhores-e-os-piores-do-semestre","status":"publish","type":"post","link":"https:\/\/investnews.com.br\/financas\/acoes-e-bdrs-os-melhores-e-os-piores-do-semestre\/","title":{"rendered":"Entre altas e baixas: os BDRs e as a\u00e7\u00f5es que se destacaram no semestre"},"content":{"rendered":"\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"A\u00e7\u00f5es e BDRs: Os MELHORES e os PIORES do SEMESTRE\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/NSVOQOJWKCQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>O primeiro semestre do ano chegou ao fim e para alegria dos investidores, o Ibovespa, principal \u00edndice da B3, n\u00e3o desapontou o mercado. Entre idas e vindas, o \u00edndice manteve seu ritmo de alta, renovando m\u00e1ximas, e fechando a primeira metade do ano pr\u00f3ximo aos 127 mil pontos. <\/p>\n\n\n\n<p>Mas isso n\u00e3o significa que o \u00edndice da B3 n\u00e3o enfrentou gigantes nos primeiros seis meses de 2021.  De risco fiscal,  a atraso nas vacinas, passando pela retomada do aux\u00edlio emergencial e da Selic. Mesmo assim, 10 companhias listadas registraram as maiores altas do Ibovespa. S\u00e3o elas:  <strong>Marfrig <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/mrfg3-marfrig\/\" target=\"_blank\" class=\"rank-math-link\">(MRFG3)<\/a>, Locaweb  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/lwsa3-locaweb\/\" target=\"_blank\" class=\"rank-math-link\">(LWSA3)<\/a>, Vale  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/vale3-vale\/\" target=\"_blank\">(VALE3)<\/a>,  PetroRio  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/prio3-petrorio\/\" target=\"_blank\">(PRIO3)<\/a>  CSN <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/csna3-companhia-siderurgica-nacional\/\" target=\"_blank\">(CSNA3)<\/a>  CVC  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/cvcb3-cvc\/\" target=\"_blank\">(CVCB3)<\/a>, Hering  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/hgtx3-cia-hering\/\" target=\"_blank\">(HGTX3)<\/a> ,  Embraer  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/embr3-embraer\/\" target=\"_blank\">(EMBR3)<\/a>, Banco Inter  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/bidi11-banco-inter\/\" target=\"_blank\">(BIDI11<\/a>) e Braskem <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/brkm3-braskem\/\" target=\"_blank\" class=\"rank-math-link\">(BRKM5)<\/a>.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-subtle-pale-green-background-color has-fixed-layout has-background\"><tbody><tr><td><strong>A\u00e7\u00e3o<\/strong><\/td><td><strong>Alta<\/strong> <strong>semestral<\/strong><\/td><\/tr><tr><td><strong>Braskem<\/strong> <a aria-label=\"(BRKM5) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\" href=\"https:\/\/investnews.com.br\/cotacao\/brkm3-braskem\/\" target=\"_blank\">(BRKM5)<\/a><\/td><td>152,65%<\/td><\/tr><tr><td><strong>Banco Inter <\/strong><a href=\"https:\/\/investnews.com.br\/cotacao\/bidi11-banco-inter\/\" target=\"_blank\" aria-label=\"(BIDI11) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(BIDI11)<\/a><\/td><td>137,1%<\/td><\/tr><tr><td><strong>Embraer<\/strong> <a aria-label=\"(EMBR3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\" href=\"https:\/\/investnews.com.br\/cotacao\/embr3-embraer\/\" target=\"_blank\">(EMBR3)<\/a><\/td><td>113,22%<\/td><\/tr><tr><td><strong>Hering<\/strong> <a aria-label=\"(HGTX3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\" href=\"https:\/\/investnews.com.br\/cotacao\/hgtx3-cia-hering\/\" target=\"_blank\">(HGTX3)<\/a><\/td><td>100%<\/td><\/tr><tr><td><strong>CVC <\/strong><a href=\"https:\/\/investnews.com.br\/cotacao\/cvcb3-cvc\/\" target=\"_blank\" aria-label=\"(CVCB3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(CVCB3)<\/a><\/td><td>40,11%<\/td><\/tr><tr><td><strong>CSN<\/strong> <a aria-label=\"(CSNA3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\" href=\"https:\/\/investnews.com.br\/cotacao\/csna3-companhia-siderurgica-nacional\/\" target=\"_blank\">(CSNA3)<\/a><\/td><td>39,97%<\/td><\/tr><tr><td><strong>PetroRio<\/strong> <a aria-label=\"(PRIO3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\" href=\"https:\/\/investnews.com.br\/cotacao\/prio3-petrorio\/\" target=\"_blank\">(PRIO3)<\/a><\/td><td>38,84%<\/td><\/tr><tr><td><strong>Vale <\/strong><a href=\"https:\/\/investnews.com.br\/cotacao\/vale3-vale\/\" target=\"_blank\" aria-label=\"(VALE3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(VALE3)<\/a><\/td><td>37,81%<\/td><\/tr><tr><td><strong>Locaweb <\/strong><a aria-label=\"(LWSA3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\" href=\"https:\/\/investnews.com.br\/cotacao\/lwsa3-locaweb\/\" target=\"_blank\">(LWSA3)<\/a><\/td><td>34,51%<\/td><\/tr><tr><td><strong>Marfrig<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/mrfg3-marfrig\/\" target=\"_blank\" aria-label=\"(MRFG3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(MRFG3)<\/a><\/td><td>33,39%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><em><strong>*Fonte Valor Pro<\/strong><\/em><\/p>\n\n\n\n<p>J\u00e1 as empresas que amargaram as maiores quedas, foram:<strong> SulAmerica <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/sula11-sul-america\/\" target=\"_blank\">(SULA11)<\/a>, Sabesp  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/sbsp3-sabesp\/\" target=\"_blank\">(SBSP3)<\/a>, Lojas Americanas  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/lame3-lame4-lojas-americanas\/\" target=\"_blank\">(LAME4)<\/a>, Cyrela  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/cyre3-cyrela-brazil-realty\/\" target=\"_blank\">(CYRE3)<\/a>, TIM <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/tims3-tim\/\" target=\"_blank\">(TIMS3)<\/a>, BB Seguridade  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/bbse3-bb-seguridade\/\" target=\"_blank\">(BBSE3)<\/a>, Ultrapar <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/ugpa3-ultrapar\/\" target=\"_blank\">(UGPA3)<\/a>, Eztec <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/eztc3-eztec\/\" target=\"_blank\">(EZTC3)<\/a>  IRB Brasil  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/irbr3-irb-brasil-resseguros-s-a\/\" target=\"_blank\">(IRBR3)<\/a> e P\u00e3o de A\u00e7\u00facar  <a rel=\"noreferrer noopener\" href=\"https:\/\/investnews.com.br\/cotacao\/pcar3-grupo-pao-de-acucar\/\" target=\"_blank\">(PCAR3)<\/a>. <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-subtle-pale-pink-background-color has-fixed-layout has-background\"><tbody><tr><td><strong>A\u00e7\u00e3o<\/strong><\/td><td><strong>Queda<\/strong> <strong>semestral<\/strong><\/td><\/tr><tr><td><strong>P\u00e3o de A\u00e7\u00facar <\/strong><a href=\"https:\/\/investnews.com.br\/cotacao\/pcar3-grupo-pao-de-acucar\/\" target=\"_blank\" aria-label=\"(PCAR3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(PCAR3)<\/a><\/td><td>-34,22%<\/td><\/tr><tr><td><strong>IRB Brasil<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/irbr3-irb-brasil-resseguros-s-a\/\" target=\"_blank\" aria-label=\"(IRBR3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(IRBR3)<\/a><\/td><td>-29,46%<\/td><\/tr><tr><td><strong>Eztec <\/strong><a href=\"https:\/\/investnews.com.br\/cotacao\/eztc3-eztec\/\" target=\"_blank\" aria-label=\"(EZTC3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(EZTC3)<\/a><\/td><td>-26,53%<\/td><\/tr><tr><td><strong>Ultrapar<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/ugpa3-ultrapar\/\" target=\"_blank\" aria-label=\"(UGPA3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(UGPA3)<\/a><\/td><td>-20,73%<\/td><\/tr><tr><td><strong>BB Seguridade<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/bbse3-bb-seguridade\/\" target=\"_blank\" aria-label=\"(BBSE3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(BBSE3)<\/a><\/td><td>-20,72%<\/td><\/tr><tr><td><strong>Tim<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/tims3-tim\/\" target=\"_blank\" aria-label=\"(TIMS3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(TIMS3)<\/a> <\/td><td>-20,53%<\/td><\/tr><tr><td><strong>Cyrela<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/cyre3-cyrela-brazil-realty\/\" target=\"_blank\" aria-label=\"(CYRE3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(CYRE3)<\/a><\/td><td>-17,3%<\/td><\/tr><tr><td><strong>Lojas Americanas<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/lame3-lame4-lojas-americanas\/\" target=\"_blank\" aria-label=\"(LAME4) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(LAME4)<\/a><\/td><td>-17,14%<\/td><\/tr><tr><td><strong>Sabesp <\/strong><a href=\"https:\/\/investnews.com.br\/cotacao\/sbsp3-sabesp\/\" target=\"_blank\" aria-label=\"(SBSP3) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(SBSP3)<\/a><\/td><td>-17,03%<\/td><\/tr><tr><td><strong>SulAmerica<\/strong> <a href=\"https:\/\/investnews.com.br\/cotacao\/sula11-sul-america\/\" target=\"_blank\" aria-label=\"(SULA11) (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"rank-math-link\">(SULA11)<\/a><\/td><td>-16,56%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">BDRs<\/h2>\n\n\n\n<p>J\u00e1 os <strong><a class=\"rank-math-link\" href=\"https:\/\/investnews.com.br\/guias\/bdr-o-que-e\/\">BDRs<\/a> &#8211; os recibos de a\u00e7\u00f5es <\/strong>&#8211; chegaram a registrar uma alta de 94% no acumulado dos \u00faltimos seis meses do ano, assim como uma queda de quase 18%.<\/p>\n\n\n\n<p>Entre as maiores altas, est\u00e3o os recibos de a\u00e7\u00f5es de companhias, como:  <strong>Transocean, L Brands, Occidente PTR, Simon Prop, Macys, CoPhilips, Exxon Mobil, Nvidia, Wells Fargo, Apache Corporation<\/strong>.  <\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"\"><tbody><tr><td><strong>BDRS<\/strong><\/td><td><strong>Alta semestral<\/strong><\/td><\/tr><tr><td><strong>Transocean (RIGG34)<\/strong><\/td><td> 94%<\/td><\/tr><tr><td><strong>L Brands (LBRN34)<\/strong><\/td><td>79,7%<\/td><\/tr><tr><td><strong>Occidente PTR (OXYP34)<\/strong><\/td><td>67,7%<\/td><\/tr><tr><td><strong>Simon Prop (SIMN34)<\/strong><\/td><td>53%<\/td><\/tr><tr><td><strong>Macis (MACY34)<\/strong><\/td><td>51,7%<\/td><\/tr><tr><td><strong>CoPhilips (COPH34)<\/strong><\/td><td>48,6%<\/td><\/tr><tr><td><strong>Exxon Mobil  (EXXO34)<\/strong><\/td><td>47,4%<\/td><\/tr><tr><td><strong>Nvidia (NVCD34)<\/strong><\/td><td>46,3%<\/td><\/tr><tr><td><strong>Wells Fargo (WFCO34)<\/strong><\/td><td>46%<\/td><\/tr><tr><td><strong>Apache Corporation (A1PA34)<\/strong><\/td><td>44,2%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><em><strong>* Fonte: TradeMap<\/strong><\/em><\/p>\n\n\n\n<p>J\u00e1 entre as maiores quedas est\u00e3o os BDRs de companhias, como: <strong>Take Two Int, Spotify, JD Com, Mercado Livre, Baidu, Uber, Alibaba, Qualcom, Sony e Walt Disney<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"\"><tbody><tr><td><strong>BDRs<\/strong><\/td><td><strong>Baixa semestral<\/strong><\/td><\/tr><tr><td><strong> Take Two Int (T1TW34)<\/strong><\/td><td>-17,98%<\/td><\/tr><tr><td><strong>Spotfy (S1PO34)<\/strong><\/td><td>-17,19%<\/td><\/tr><tr><td><strong>JD Com (JDCO34)<\/strong><\/td><td>-14,4%<\/td><\/tr><tr><td><strong>Mercado Libre <a href=\"https:\/\/investnews.com.br\/cotacao\/meli34-mercadolibre-inc\/\" class=\"rank-math-link\">(MELI34)<\/a><\/strong><\/td><td>-12%<\/td><\/tr><tr><td><strong>Baidu (BIDU34)<\/strong><\/td><td>-10%<\/td><\/tr><tr><td><strong>Uber (UIBE34)<\/strong><\/td><td>-9,3%<\/td><\/tr><tr><td><strong>Alibaba <a href=\"https:\/\/investnews.com.br\/cotacao\/baba34-alibaba\/\" class=\"rank-math-link\">(BABA34)<\/a><\/strong><\/td><td>-9%<\/td><\/tr><tr><td><strong>Qualcom (QCOM34)<\/strong><\/td><td>-8,3%<\/td><\/tr><tr><td><strong>Sony (SNEC34)<\/strong><\/td><td>-7,5%<\/td><\/tr><tr><td><strong>Walt Disney <a href=\"https:\/\/investnews.com.br\/cotacao\/disb34-walt-disney-company\/\" class=\"rank-math-link\">(DISB34)<\/a><\/strong><\/td><td>-7,4%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Cen\u00e1rio americano<\/h2>\n\n\n\n<p>Segundo o especialista em BDRs, <strong>Murilo Breder, da Easynvest by Nubank<\/strong>,  o semestre foi marcado por uma preocupa\u00e7\u00e3o maior do mercado com a infla\u00e7\u00e3o norte-americana, que registrou v\u00e1rios dados acima da expectativa. A grande d\u00favida do momento \u00e9 se esse patamar maior da infla\u00e7\u00e3o americana \u00e9 tempor\u00e1rio ou se veio para ficar. <\/p>\n\n\n\n<p>Apesar de o <strong>Fed<\/strong> (Federal Reserve) n\u00e3o ter elevado a taxa de juros no per\u00edodo, o mercado ficou receoso com os dados de infla\u00e7\u00e3o e a curva de juros futuros subiu. E isso afetou bastante as empresas mais ligadas \u00e0 tecnologia como Uber, Mercado Libre e Alibaba pois, al\u00e9m de serem empresas cujo real valor est\u00e1 no longo prazo, s\u00e3o empresas que dependem muito da capta\u00e7\u00e3o de empr\u00e9stimos.<\/p>\n\n\n\n<p>Dessa forma, junto com o movimento de reabertura econ\u00f4mica com o avan\u00e7o das vacinas nos EUA, aconteceu uma rota\u00e7\u00e3o de setores. O mercado migrou para empresas de tecnologia e que vendem online para setores mais tradicionais como petr\u00f3leo, varejo de moda offline e bancos. Por isso que entre as altas vemos a gigante de moda Macys, a petroleira Exxon Mobil, que tamb\u00e9m foi beneficiada pela alta do petr\u00f3leo nos \u00faltimos 12 meses, e o banco Wells Fargo, que ali\u00e1s, tem como investidor Warren Buffet.  <\/p>\n\n\n\n<p>Os bancos norte-americanos tamb\u00e9m se beneficiaram por serem uma prote\u00e7\u00e3o aos investidores, j\u00e1 que eles ganham mais com um maior spread banc\u00e1rio em um cen\u00e1rio de juros mais altos, que \u00e9 o que pode ocorrer caso a infla\u00e7\u00e3o persista e o Fed se veja obrigado a subir os juros mais cedo que o esperado <\/p>\n\n\n\n<p>* <strong><em>Com a colabora\u00e7\u00e3o de Katherine Rivas<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Encerrado o 1\u00ba semestre de 2021, veja quais os papeis de companhias listadas no Brasil e nos Estados Unidos que se destacaram na B3.<\/p>\n","protected":false},"author":7,"featured_media":258144,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[4],"tags":[1048],"autor-wsj":[],"coauthors":[1569,2270,1494],"class_list":["post-258140","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-financas","tag-bdrs","post_format-post-format-video"],"acf":[],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts\/258140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/comments?post=258140"}],"version-history":[{"count":14,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts\/258140\/revisions"}],"predecessor-version":[{"id":264983,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts\/258140\/revisions\/264983"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/media\/258144"}],"wp:attachment":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/media?parent=258140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/categories?post=258140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/tags?post=258140"},{"taxonomy":"autor-wsj","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/autor-wsj?post=258140"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/coauthors?post=258140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}