Sendas DistribuidoraASAI
About: Sendas Distribuidora SA is involved in the consumer goods business. Its cash and carry operations involve sales of more than 8,000 items of grocery, food, perishable, beverage, wrapping, hygiene, and cleaning products, among others. Its customers include prepared food retailers (including restaurants, pizzerias, and snack bars), end-users (including schools, small businesses, religious institutions, hospitals, and hotels), conventional retailers such as grocery stores and neighborhood supermarkets, and individuals. Its stores are located throughout 23 Brazilian states.
Employees: 77,370
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
0.06% less ownership
Funds ownership: 1.76% [Q1] → 1.7% (-0.06%) [Q2]
13% less funds holding
Funds holding: 90 [Q1] → 78 (-12) [Q2]
39% less capital invested
Capital invested by funds: $351M [Q1] → $215M (-$136M) [Q2]
60% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 20
65% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 43
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $14K
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
B of A Securities Robert Ford 0% 1-year accuracy 0 / 1 met price target | 46%upside $9.10 | Neutral Downgraded | 13 Sept 2024 |
JP Morgan Joseph Giordano 60% 1-year accuracy 12 / 20 met price target | 68%upside $10.50 | Neutral Downgraded | 9 Sept 2024 |
JP Morgan Joseph Giordano 60% 1-year accuracy 12 / 20 met price target | 188%upside $18 | Overweight Maintained | 23 Jul 2024 |
