According to analysts, the exchange was tactical, between shares of companies in the same sector, with the aim of including Eneva, which has clearer drivers in the short term given the expectation of good results in the third quarter of 2024.
In the case of Eletrobras, they remain positive for the medium term, considering its valuation attractive.
In September, until the 26th, Ágora's portfolio had a negative performance of 3.0%, compared to a 2.2% decline in the Ibovespa (IBOV).