Omicron will have distinct effects on health companies on the stock exchange

However, not like earlier waves of the pandemic, hospitalizations and deaths don’t sustain with the variety of circumstances.

The advance of the Ômicron variant of the coronavirus at the starting of the 12 months, related to the outbreak of influenza circumstances, introduced again the situation of queues and delays in care at health facilities and hospitals and powerful demand in laboratories and pharmacies for exams, the level that some institutions have to limit entry resulting from lack of supplies.

This week, Raia Drogasil, for instance, introduced that it had briefly suspended the online scheduling of exams resulting from lack of supplies till it was capable of replenish shares. Other networks additionally recorded shocking demand, which generated lengthy ready occasions for service.

However, not like earlier waves of the pandemic, hospitalizations and deaths don’t comply with the variety of circumstances and thus the influence on the outcomes of companies in the health sector on the stock market tends to be blended.

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Santander Corretora’s stock strategist, Ricardo Peretti, assesses that laboratory chains, equivalent to Fleury and Dasa, could have greater margins resulting from the efficiency of a excessive variety of exams, in addition to pharmacy chains, equivalent to Raia Drogasil.

Hospitals, equivalent to Rede D’Or, must also profit, as there’s higher use of their companies, even without a rise in hospitalizations, a outcome partially mitigated by rising prices with supplies and the alternative of contaminated professionals.

Pharmaceutical companies – equivalent to Hypera – could have greater revenues from elevated drug gross sales.

The health plans Hapvida, Notre Dame Intermédica and Sulamérica ought to face a much less favorable situation, as the accident charges are inclined to develop and put strain on prices in the coming months, as customers are resorting extra to diagnostic exams or to the emergency room. – hospital help.


In the opinion of analyst Vitor Suzaki, from Daycoval, on this situation, vertical companies have a tendency to profit in the brief time period, particularly Intermédica and Hapvida, which additionally have the extra issue of the merger lately authorised by the Administrative Council for Economic Defense (Cade), with potential positive aspects in synergies.

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The chief economist of Modalmais, Álvaro Bandeira, emphasizes that, taking a look at companies on the stock exchange with a view to funding, it’s tough to evaluate the particular person efficiency of every one, resulting from the fixed processes of mergers and acquisitions which might be occurring and will proceed to occur, along with of purchases from hospitals and unbiased clinics by massive teams.

He believes, nevertheless, that they could be options for portfolio diversification, regardless of the anticipated volatility in asset pricing in the brief and medium phrases.

Regarding the Top Picks suggestions for the subsequent week, Ativa Investimentos made three exchanges in its portfolio, eradicating Cemig PN, Raia Drogasil ON and SLC Agrícola ON and inserting BB Seguridade ON, Bradesco PN and BRF ON. Ambev ON and Magazine Luiza ON remained.


BB Investimentos stored just one share in its portfolio, BRF ON. Bradespar PN, Hapvida ON, Marcopolo PN and Transmissora Aliança ON left, and Dexco ON, Hermes Pardini ON, Petrobras PN and SLC Agrícola ON entered.

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Banco Daycoval exchanged Gerdau PN for CSN ON and maintained Banco do Brasil ON, B3 ON, EzTec ON and Hapvida ON.

MyCap left solely Equatorial ON and adjusted Arezzo ON, Cyrela ON, Localiza ON and Vale ON for Ânima ON, Banrisul PNB, Dexco ON and Log In ON.

Órama determined to exchange Camil ON and Embraer ON for JBS ON and Petrorio ON, maintaining BRF ON, Klabin Unit and Unipar PNB.


Terra Investimentos took B3 ON, Bradesco PN, BR Malls ON and Cyrela ON, exchanging solely Cemig PN for Petrorio ON.

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