Cosan: A Promising Player In Brazil's Energy Transition
- Brazil has enormous potential to be the leading nation in the energy transition with decarbonized products. In this sense, Cosan stands out as having the most significant energy transition projects. Despite its promising and diversified business, the company is extremely discounted compared to national and international peers and when compared to its own history. With the end of the investment cycle approaching, the company should report better results and have a revaluation of multiples by the market.
- 04/01/2024
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Rumo: Chugging Ahead With Brazil's Largest Railway Network
- Rumo: Chugging Ahead With Brazil's Largest Railway Network
- 02/27/2024
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The 3 Best Agriculture Stocks to Buy Now: January 2024
- Agriculture is a huge part of the American economy. Today, there are more than two million farms across the U.S. that contribute $1.26 trillion to U.S. gross domestic product (GDP), a 5.4% share.
- 01/30/2024
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Cosan: Deleveraging While Trading At A Substantial Holding Discount
- Cosan, a Brazilian holding company, has experienced fluctuations in 2023 due to its diversified businesses tied to economic cycles of commodities. Despite a 9% growth in 2023, it lags behind the iShares MSCI Brazil ETF's performance. Cosan's investment thesis emphasizes moderate and continuous growth, resilience in challenging economic scenarios, and strategic capital allocation.
- 12/10/2023
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Cosan S.A. (CSAN) Q3 2023 Earnings Call Transcript
- Cosan S.A. (NYSE:CSAN ) Q3 2023 Earnings Conference Call November 14, 2023 1:30 PM ET Company Participants Ricardo Lewin - Chief Financial & Investor Relations Officer Luis Henrique Guimarães - Chief Executive Officer Conference Call Participants Isabella Simonato - Bank of America Thiago Duarte - BTG André Vidal - XP Gabriel Barra - Citi Monique Greco - Itaú BBA Matheus Enfeldt - UBS Bruno Montanari - Morgan Stanley Operator Good afternoon, everyone. Thank you for waiting, and welcome to Cosan's Earnings Conference Call for the Third Quarter 2023.
- 11/14/2023
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Cosan: Long-Term Payoffs From Efficient Capital Allocation
- Cosan is a Brazilian conglomerate operating in various sectors including agribusiness, fuel distribution, natural gas, and lubricants. Despite its complexity and history of mergers and acquisitions, Cosan maintains a consistent track record of financial results and efficient capital allocation across its portfolio of businesses. The company's key subsidiaries, such as Raízen, Rumo, Compass, and Moove, contribute to its overall performance, with growth and profitability varying by segment.
- 09/23/2023
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Top 3 Energy Stocks That Are Preparing To Pump In September - Borr Drilling (NYSE:BORR), Cosan (NYSE:CSAN)
- The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.
- 09/01/2023
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Cosan S.A. (CSAN) Q2 2023 Earnings Call Transcript
- Cosan S.A. (NYSE:CSAN ) Q2 2023 Results Conference Call August 15, 2023 2:00 PM ET Company Participants Ricardo Lewin - CFO, IR Luis Guimaraes - CEO Marcelo Martins - CSO Conference Call Participants Gabriel Barra - Citi Luiz Carvalho - UBS Regis Cardoso - Credit Suisse Isabella Simonato - Bank of America Thiago Duarte - BTG Pactual Lucas Ferreira - JPMorgan Operator Good afternoon, everyone. Thank you for waiting.
- 08/15/2023
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CSAN vs. ORA: Which Stock Is the Better Value Option?
- Investors interested in Alternative Energy - Other stocks are likely familiar with Cosan (CSAN) and Ormat Technologies (ORA). But which of these two companies is the best option for those looking for undervalued stocks?
- 06/06/2023
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Cosan S.A. (CSAN) Q1 2023 Earnings Call Transcript
- Cosan S.A. (NYSE:CSAN ) Q1 2023 Results Conference Call May 16, 2023 9:00 AM ET Company Participants Luis Henrique - CEO Ricardo Lewin - CFO and IRO Conference Call Participants Pedro Soares - BTG Pactual Guilherme Palhares - Bank of America Luiz Carvalho - UBS Gabriel Barra - Citi Bruno Montanari - Morgan Stanley André Vidal - XP Investimentos Regis Cardoso - Credit Suisse Operator Good morning, everyone. Thank you for waiting.
- 05/16/2023
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CSAN vs. ORA: Which Stock Should Value Investors Buy Now?
- CSAN vs. ORA: Which Stock Is the Better Value Option?
- 03/07/2023
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CSAN vs. ORA: Which Stock Is the Better Value Option?
- CSAN vs. ORA: Which Stock Is the Better Value Option?
- 02/16/2023
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CSAN vs. BE: Which Stock Should Value Investors Buy Now?
- CSAN vs. BE: Which Stock Is the Better Value Option?
- 01/31/2023
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Cosan: Volatility In SEE Markets Only Adds To The Complexity
- Cosan has had to absorb weaker ethanol prices in Brazil and there is a growing risk of Brazilian sugar producers oversupplying the market in 2023, leading to weaker prices. Management's decision to acquire a sizable stake in Vale is consistent with past behavior, but the market didn't like the transaction.
- 01/12/2023
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Cosan S.A. (CSAN) Q3 2022 Earnings Call Transcript
- Cosan S.A. (NYSE:CSAN ) Q3 2022 Earnings Conference Call November 14, 2022 4:00 PM ET Company Participants Luis Henrique Guimarães - Chief Executive Officer Ricardo Lewin - Chief Financial and Investor Relations Officer Conference Call Participants Thiago Duarte - BTG Pactual Bruno Montanari - Morgan Stanley Regis Cardoso - Credit Suisse Luiz Carvalho - UBS Operator Good afternoon, ladies and gentlemen, and thank you for waiting. Welcome to Cosan's Conference Call to discuss the results for the Third Quarter 2022.
- 11/14/2022
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NEP or CSAN: Which Is the Better Value Stock Right Now?
- NEP vs. CSAN: Which Stock Is the Better Value Option?
- 11/02/2022
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Cosan Batted Around By Commodity And Macro Challenges, But The Core Investment Case Remains Solid
- Despite volatility in ethanol prices, Cosan delivered a strong EBITDA beat in the second quarter and saw strong results from most businesses. The sugar/ethanol business is being impacted by weather and tax policies, but underlying demand is healthy.
- 08/18/2022
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CSAN vs. CWEN: Which Stock Should Value Investors Buy Now?
- CSAN vs. CWEN: Which Stock Is the Better Value Option?
- 08/17/2022
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Brazil's Cosan posts $25 million Q2 net loss
- Brazilian holding company Cosan SA on Friday reported a net loss in second quarter, as a higher interest rate raised its cost of debt.
- 08/12/2022
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Cosan S.A. (CSAN) CEO Luis Henrique Guimarães on Q1 2022 Results - Earnings Call Transcript
- Cosan S.A. (NYSE:CSAN ) Q1 2022 Earnings Conference Call May 16, 2022 1:00 PM ET Company Participants Ricardo Lewin - CFO and IRO Luis Henrique Guimarães - CEO Ana Luisa Perina - Investor Relations Manager Conference Call Participants Isabella Simonato - Bank of America Merrill Lynch Christian Audi - Banco Santander Lucas Ferreira - JPMorgan Bruno Montanari - Morgan Stanley Gabriel Barra - Citigroup Operator Good afternoon, ladies and gentlemen, and thank you for waiting. Welcome to Cosan's Conference Call to discuss the results of the First Quarter of 2022.
- 05/16/2022
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5 'Magic Formula' Energy Stocks to Consider as Oil Prices Rise
- Joel Greenblatt (Trades, Portfolio) introduced the investing world to the “Magic Formula” when he published his bestselling book, “The Little Book That Beats the Market,” in 2005. The idea behind the Magic Formula is to apply a simple mathematical formula to find profitable businesses that trade at bargain prices.
- 03/15/2022
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Cosan: Well-Run, Undervalued, And Leveraged To Growth, But Punishingly Complex
- Cosan: Well-Run, Undervalued, And Leveraged To Growth, But Punishingly Complex
- 03/08/2022
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