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Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Matheus Moreira (Bradesco BBI) — Tellvest

Analysts/Matheus Moreira

Matheus Moreira

Bradesco BBI

Basic Materials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '25Q1 '26

Focus Areas8 topics

Guidance Reliability1Revenue Growth1Capex Investment1Regulation Policy1Macroeconomic1Demand1Competitive Dynamics1Pricing1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

SCCOSouthern Copper Corporation25% challenging2 quarters

2026 Q1

your guidance for 2027 implies relatively flattish production levels. I'm just wondering how these two things are going to play out.

ChallengingGuidance ReliabilityRevenue GrowthView in transcript →

Do you have any visibility on the expected timeline for this, and when do you anticipate to conclude the detailed engineering studies for the project?

Capex InvestmentRegulation PolicyView in transcript →

2025 Q4

demand in China appears to be deteriorating at a relatively fast pace, right? So just wanted to see how do you view these dynamics going forward?

MacroeconomicDemandView in transcript →

Should we expect the strategy to remain in place for 2026, especially considering these copper prices at these levels?

Competitive DynamicsPricingView in transcript →