Vale (VALE3) Poised for Growth, Cury (CURY3) Downgraded, and Vamos (VAMO3) as a Hidden Gem: Key Picks from Money Picks This Week (2025-09-16)
- Why Is Vale (VALE3) a Top Pick Right Now?
- Cury (CURY3) Gets a Reality Check: What’s Next?
- Vamos (VAMO3): An 80% Upside You’re Missing?
- Bonus Crypto Pick: Coinbase (COIN) Riding the Wave
- Your Money Picks Cheat Sheet
- FAQs: Your Burning Questions Answered
This week’s financial spotlight shines on Vale (VALE3), with Itaú BBA doubling down on its "buy" recommendation, while JP Morgan downgrades Cury (CURY3) to "neutral" despite its solid fundamentals. Meanwhile, Safra highlights Vamos (VAMO3) as a potential 80% upside play in logistics. We also touch on Coinbase (COIN) as a bonus crypto pick amid U.S. regulatory shifts. Dive in for the full breakdown!
Why Is Vale (VALE3) a Top Pick Right Now?
Itaú BBA just reaffirmed its "buy" rating for Vale (VALE3), setting a price target of R$70 by 2026. The mining giant’s decision to slash investments and prioritize financial discipline has analysts buzzing—this could mean juicier dividends ahead. Even with slower expansion, Vale remains a global cost leader in iron ore production. But let’s not ignore the risks: China’s economic wobbles (hello, iron ore demand!) and lingering environmental liabilities could throw curveballs. Still, if you’re playing the long game, Vale’s got the muscle to deliver.
Cury (CURY3) Gets a Reality Check: What’s Next?
JP Morgan just pulled the plug on its "buy" call for Cury (CURY3), shifting to "neutral." Wait—didn’t they praise its sector-leading returns and an 8% dividend yield forecast for 2025? Yep, but here’s the twist: with Brazil’s interest rates likely falling, cheaper rivals like Tenda (TEND3) and Cyrela (CYRE3) might steal the spotlight. It’s a classic case of "good company, bad timing." Cury’s still solid, but the upside? Meh, for now.
Vamos (VAMO3): An 80% Upside You’re Missing?
Safra’s pounding the table for Vamos (VAMO3), slapping a R$7.30 price target on it—nearly 80% above current levels. Sure, they trimmed profit forecasts by 22.6% for 2025 and cut capex plans, but here’s the kicker: the stock’s trading at a 55% discount to its 5-year average. In the logistics jungle, Vamos might just be the stealthy predator waiting to pounce. Long-term believers, this one’s for you.
Bonus Crypto Pick: Coinbase (COIN) Riding the Wave
Empiricus Research tossed Coinbase (COIN) into its September top-10 international picks. Why? The U.S. crypto giant’s rebounding post-correction, with tailwinds like potential Fed rate cuts, clearer crypto regulations, and even Trump’s wild idea of a U.S. crypto reserve. Risky? Absolutely. But for crypto bulls, it’s a bet on the house.
Your Money Picks Cheat Sheet
•Buy (R$70 target) | Risks: China exposure, legal woes.
•Neutral | Yield play, but growth? Not today.
•High-risk, high-reward | 80% upside potential.
•Crypto rollercoaster | Only for the brave.
FAQs: Your Burning Questions Answered
Why did JP Morgan downgrade Cury (CURY3)?
While Cury’s fundamentals are strong, JP Morgan sees better short-term opportunities in cheaper, more volatile housing stocks like Tenda (TEND3) as interest rates fall.
Is Vale (VALE3) too dependent on China?
Yep—China drives ~60% of iron ore demand. Vale’s fortunes are tied to Beijing’s economic mood swings, but its low costs provide a buffer.
What’s the catch with Vamos (VAMO3)?
It’s a deep-value play. If Brazil’s logistics sector rebounds slower than expected, that 80% upside could take years to materialize.
