Scholarship Impacts: This Week’s Key Events

Published at 7:50 pm

Events on the market radar this week:

Official inflation in Brazil

It will be released on Thursday, 9, by IBGE the IPCA of September. This is the official inflation indicator. A data far above or below expected can impact shares of companies sensitive to high interest rates such as companies in the retail and construction industry.

Increased oil production

Analysts and investors reflect the decision of the eight OPEC+ member countries (a group formed by the organization of oil exporting countries and their allies) to increase oil production from November by 137,000 barrels per day (BPD). The information was released on Sunday, 5. At 19h50 (Brasília time) the price of the barrel of Brent, reference for Petrobras (Petr3, Petr4), rose 1.01% quoted at $ 65.2.

Talk of Powell and US BC minutes

On Thursday, 9, at 9:30 am (Brasília time), US Central Bank President Jerome Powell will spend a speech at the Community Bank conference in Washington. Analysts watch carefully whether the US BC head will talk about interest or inflation. Another important event is the disclosure of the minutes of the last committee meeting that decides on interest in the US. The disclosure will be Wednesday, at 16h (Brasília time). The market follows whether there will be signs in the minutes about interest on the world’s largest economy.

US government stoppage

The market follows the intensification of political tension in the United States with US President Donald Trump threatening with mass layoffs due to shutdown. The standstill of the US government is caused by the impasse of the approval of public spending financing for the 2026 fiscal year. The delay in the dissemination of official data on employment and inflation due to stoppage makes the scenario over the US economy.

Corporate

Corporate news promises to shake the trading session on Monday, 6. Sabesp (SBSP3) announced this Sunday the purchase of control of Emae (Emae4). I and Vibra Energia (VBBR3) created a vice presidency of lubricants. Check out the details below.

Corporate news

In a relevant fact sent to the market this Sunday, 5, Sabesp (SBSP3) announced the purchase of EMAE control (EMAE4).

In the document, the São Paulo State Basic Sanitation Company reported that it entered into contracts with Eletrobras to acquire 66.8% of EMAE’s preferred issuance shares, for a price per share of R $ 32.07. Sabesp also informed the relevant fact that it entered into a contract with Vortx Distribuidora of Securities, as a fiduciary agent, representing the communion of debenturists of the first issuance of simple debentures, not convertible in actions, with real warranty, with additional fidejustous guarantee, of Phoenix water and energy for the acquisition of 74.9% of the ordinance actions of emission from Emae for a price per share of R $ 59.33.

The transactions have been negotiated separately with their counterparts and consummations are subject to approvals by their respective regulatory and competitive authorities, among other conditions of a suspensive nature.

After consummation of transactions, Sabesp will hold representative shares of 70.1% of EMAE’s total capital stock at the total cost of R $ 1.131 billion.

According to Sabesp, this acquisition is a strategic framework for the company, bringing benefits on two complementary fronts. One of them is water security. The integration of Guarapiranga and Billings systems will allow greater flexibility in the management of water resources of the São Paulo Metropolitan Region, expanding water safety of supply and enhancing the multiple uses of these springs, says Sabesp. And the other front is regarding the electrical assets. Sabesp explained that EMAE has a portfolio of solid cash generation electric assets, supported by long -term revenue contracts indexed to inflation, which contributes to financial stability and sustainable generation of value.

Eletrobras highlighted in another statement that it sold all its participation in EMAE, corresponding to 14,856,900 preferred shares, totaling R $ 476.5 million. The transaction includes the possibility of earnout payments in the future. Eletrobras reinforced its commitment “to simplifying its structure and efficiency in capital allocation as provided for in its strategic plan”.

Vibra Energia (VBBR3) announced the creation of the executive vice presidency of lubricants, with the aim of giving greater focus and rapid growth of this business segment. For the new position and as CEO of Lubricants, the Board of Directors elected Marcelo Bragança, with a two -year term from the inauguration, scheduled for November 1st.

Marcelo Fernandes Bragança leaves the position of Executive Vice President of Operations, and the Board of Directors elected Daniel Campos e Silva for the position, with a term of two years, from the inauguration, scheduled for November 1st.

Daniel Drumond has 16 years of vibration and extensive experience in logistics, supply chain management and network optimization projects.

Clarissa Della Nina Sadock Accorsi, stops acting as Vibra’s statutory vice president to, in addition to her function as CEO of Comerc Energia, acting as non-statutory vibrary vibrary.

Braskem (BRKM5) withdrawn the stand-by credit line available, worth $ 1 billion. The information is contained in a relevant fact sent to the market on Friday night, 3.

According to Braskem, this amount, added to the company’s cash position on September 30, 2025, results in a cash available (preliminary and not revised by the company’s independent auditor) of US $ 2.3 billion, “in line with conservative cash management,” the company said.

Braskem has reinforced its commitment to its stakeholders and said it is still focusing on the implementation of resilience and transformation initiatives “to mitigate the relevant impacts resulting from the prolonged low -industry cycle and to strengthen the competitiveness of the Brazilian chemical industry”.

TIM (TIMS3) announced the change in the amount of interest on the capital announced on September 23.

The gross amount per total action was added at R $ 0.0000856721 in view of the increase in the amount of treasury shares and, consequently, the decrease in the number of shares entitled to receive. The amount per share went from R $ 0.1994595735 to R $ 0.1995452456. Payment will take place until January 21, 2026. The date of September 26, 2025 will serve to identify shareholders entitled to receive these amounts. The actions acquired after this date will be former JCP.

Renewable neoenergia, subsidiary of neoenergia (Neoe3), finished auction lot D, which comprises 37.5% of the total capital of the Corumbá III energy (ECIII), which, in turn, has a 40% stake in the Corumbá III Entrepreneurial Consortium, which operates the Corumbá Hydroelectric Power Power plant, located in Goiás, installed capacity of 96.5 MW.

Currently renewable neoenergia has 60% participation in Corumbá III’s total capital, and will deter, after the consummation of the operation and acquisition of Celgpar participation, 62.5% participation in the total capital of ECIII, and 85% participation in the total capital of Corumbá III. The value of the operation is R $ 91.8 million.

The closure of the operation is conditional on compliance with certain usual preceding conditions to this type of transaction, among which, the non -exercise of the right of preference by the Brasilia Energy Company – CEB, which holds the remaining participation in ECIII.

“The result of the auction reinforces the company’s active rotation strategy focused on portfolio optimization with value generation, following the capital discipline and simplification of its structure,” neoenergy said in a statement.

The local Moody’s Risk Agency has increased Banco Inter (B3: INBR32; NASDAQ: Intr) perspective to positive and reaffirmed the rating “AA+.br”.

Elevation of Perspective and Reaffirmation of Rating by Moody’s was based on several factors, including recurring and sustainable profitability strengthening, stable credit portfolio quality, adequate capital levels to support operations growth, increased diverse revenue, expanding sprayed retail customer base and solid passive profile.

In the report published on Friday, October 3, Moody’s states that “the positive perspective results from the continuous strengthening of Inter profitability, approaching banks with rating AAA.br, supported by the expansion of the customer base and the supply of financial products and services through the Super App, which has increased customer engagement and, consequently, revenues in a diverse way”.

The Securities Commission (CVM) warned of the capital market and the general public about the performance of the companies Tickmill Ltd., Tickmill UK Ltd., Tickmill Europe Ltd., Tickmill South Africa (PTY) Ltd. and PROCARD GLOBAL LTD.

According to the Market and Intermediate Relations Superintendence (SMI), evidence has been identified that these companies, which maintain websites and seek to capture resident clients in Brazil to perform securities with operations.

The companies Tickmill Ltd., Tickmill UK Ltd., Tickmill Europe Ltd., Tickmill South Africa (PTY) Ltd. and PROCARD GLOBAL LTD. do not have CVM authorization to intermediate securities or raise investor resources for securities application, the municipality said.

Through CVM Declaratory Act 23.967, the CVM determined to companies the immediate suspension of any public supply of securities intermediation services, directly or indirectly, including through social websites, applications or networks, because it does not integrate the distribution system provided for in art. 15 of Law 6,385.

If the determination of the CVM is not adopted, companies and people who may be identified as participants in the irregular acts will be subject to daily comminatory fine in the amount of R $ 1,000.00.

Scholarship Actions Study

Watch the study of Ibovespa, Vale3, Petr4, GGBR4, RADL3, TAEE11, ISAE4, JHSF3 and LJQQ3. Access here The video.

Check out the companies that pay this week:

Monday, 6

Ambev pays on Monday, 6, dividends in the amount of R $ 0.12 per share. Payment is based on the stock position of August 7, 2025 with regard to B3 (Brazilian Bolsa) and 11 August 2025 with regard to the New York Stock Exchange (NYSE). The actions and ADRs began to be negotiated former deeds from August 8, 2025 (inclusive).

TOTVS pays on Monday, 6, interest on equity (JCP). The total gross amount amounts to R $ 88 million and corresponds to R $ 0.15 per share. JCP is entitled to all the company’s shareholders’ shareholders on the basis of September 23, 2025. Setting negotiations since September 24, including former JCP.

Alupar pays on Monday, 6, the dividends approved by the Board of Directors on August 7. The total amount is R $ 69,221,642.07. This amount corresponds to R $ 0.07 per ordinary action (rent3); R $ 0.07 per preferential action (rent4) and R $ 0.21 per unit (rent11). It is entitled to receive these shareholders’ dividends in the company’s records at the end of August 14, 2025.

Tuesday, 7

B3 pays on Tuesday, 7, interest on capital approved on September 18. The total amount is R $ 402.5 million. This amount is equivalent to the gross amount of R $ 0.07 per share and the net value of R $ 0.06 per share. The actions were negotiated in the condition “with” right until September 23, 2025, including. Since September 24 they have been traded in the “Ex-JCP” condition.

Renner stores pays from Tuesday, 7, interest on equity. The gross amount is R $ 217,869,571.86 and corresponds to R $ 0.21 per share. Will be entitled to these interest interest on Action on 23.09.2025. Since September 24 (inclusive), the company’s shares are traded “Ex – JCP”.

Cury pays on Tuesday, 7, intermediate dividends in the total amount of $ 200 million. This amount corresponds to R $ 0.68 per ordinary action. It is entitled to dividends the persons registered as shareholders of the company on the base date of September 30, 2025. Company shares have been traded “former deeds” since October 1, 2025, inclusive.

Quinta, 9

JHSF paid on Thursday, 9, another share of dividend in the amount of R $ 0.03. This installment had a base date on September 30.

WhatsApp on Dividend: Between here

BDR dividend: between no channel here