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Gafisa S.A. Message Board

  • the_entitled the_entitled Oct 3, 2012 4:15 PM Flag

    Barclays Sees 80% Potential Upside In Brazilian Homebuilders

    "Among the names Barclays is overweight: Gafisa (GFA)" barrons...check it here in yahoo finance news.

    So we have GS bearish on GFA and Barclays bullish. Funny because just today Barclays went bearish on CIG while GS went bullish with a "buy" at $13 on CIG. It's on among these two.

    Sentiment: Strong Buy

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    • Check nasdaq dc. Looks like GS sold out on the Barclays 80% up article. It also looks like Barclays’s been adding GFA since.

      btw. "...I am in the process of reviewing Gafisa on the back of its latest earnings and hope to publish an article on this shortly." Cayman Valores on 14 Nov, 2012.

      I suspect is a bullish article. Financial Expense on each division Tenda, Gafisa, Alpha is coming
      down sharply. Balance Sheet is way better than his last article...we'll see.

      Amazing the disparity with US homebuilders valuations. Yesterday we had Housing Starts exceeding expectations. 894,000 (annualized) in October, over 50,000 more than the analysts forecast.

      Sentiment: Strong Buy

    • It’s not only the earnings power of GFA during World Cup / Olympics on pure demographics. It’s that they’ll do it with less competition. World deflation = Consolidation.

      0.07 and minus 0.04. Those were the Q2 2011 for LEN and PHM. Glance their 12yr chart. This is GFA’s “Q2 2011”.

      Sentiment: Strong Buy

    • Very good points.

      “Companies have already taken decisive action to recover profitability. We believe that recovery is a matter of time…The recovery normally has two stages: cash inflection, which typically takes place two or three quarters after a volume cut. In this sense, the market seems to be underestimating not only the timing but also the magnitude of this windfall (for instance, we estimate that companies will collect, on average 65% of their EV until 2013, with little demand for land bank repletion),” the analysts write

      Barclays argues that others are ignoring the cash coming from these firms and they fail to factor in the likely turnaround in margins from the adjustments most companies have taken to boost profitability like ditching unprofitable businesses. They also are relying too much on return on equity and price to book value measures, which fail because they overstate the effcts of the recent costs overrun in the group and fail to factor in a turnaround in margins."

      Sentiment: Strong Buy

1.86-0.02(-1.06%)Oct 21 4:02 PMEDT