SCHO, NDIV: Significant Inflows into ETFs
ETF Inflows: The Amplify Natural Resources Dividend Income ETF saw a significant increase in inflows, adding 150,000 units, which represents a 40.0% rise in outstanding units.
Market Performance: In morning trading, Petroleo Brasileiro's stock decreased by approximately 1.4%, while Huntsman's stock increased by about 1.5%.
Video Content: A video segment titled "SCHO, NDIV: Big ETF Inflows" is mentioned, likely providing further insights into the ETF market dynamics.
Author's Perspective: The opinions expressed in the article are those of the author and do not necessarily align with the views of Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Analyst Views on PBR.A
About PBR.A
About the author

- Significant Stock Decline: Braskem (BAK) shares fell by 13.2% in Thursday's trading, reflecting market uncertainty regarding its future transactions, particularly after Petrobras (PBR) opted not to exercise its first-refusal rights, which may undermine investor confidence.
- Transaction Context: This decision pertains to the potential transfer of Braskem shares held by Novonor subsidiary NSP Investimentos S.A. to Shine I FIDC, indicating market concerns over changes in Braskem's equity structure that could impact its financing capabilities and market positioning.
- Future Disclosure: Both Braskem and Petrobras stated that additional material facts will be disclosed once final terms of the potential transaction are notified, which may influence investor expectations regarding the company's future developments, especially amid pre-transaction market volatility.
- Impact of Rating Changes: Although market sentiment towards Braskem has become more cautious, analysts' upgrades for 2026 could yield positive long-term effects for the company, particularly as market sentiment stabilizes.
- Earnings Season Strategy: Traders should avoid holding positions during earnings releases, as it resembles a coin flip with high risks, and instead focus on trading opportunities before the earnings report to enhance success rates.
- Astera Labs' Strong Performance: Astera Labs (NASDAQ:ALAB) achieved a 100% win rate over the last four quarters, with an average gain of 65.06% by buying call options one week before earnings, showcasing its robust market performance and investment potential.
- Stable Returns from Petrobras: Petroleo Brasileiro S.A. (NYSE:PBR) maintained a 75% win rate over the last four quarters, with an average return of 49.41%, indicating the effectiveness of pre-earnings trading strategies, although not all trades were profitable.
- Success Patterns of Vale and Oracle: Vale S.A. (NYSE:VALE) and Oracle Corp. (NYSE:ORCL) both demonstrated a 75% success rate during earnings season, with average returns of 45.12% and 41.95% respectively, reflecting stable profit patterns and repeatable trading strategies.
- Surge in Exports: Petrobras (PBR) achieved record oil and derivatives exports of 1.2 million barrels per day in Q4, marking a 79% year-over-year increase, indicating a significant enhancement in the company's global market competitiveness.
- Production Growth: During the same period, Brazil's oil output rose approximately 20% to 2.5 million barrels per day, reflecting the company's success in improving production efficiency and resource development, thereby solidifying its market position.
- Client Diversification Strategy: While China remains the primary market, accounting for 52% of total exports, India's share increased from 7% to 12%, showcasing the company's proactive efforts in client diversification, which helps mitigate market risks.
- Market Share Shifts: Exports to Europe decreased from 38% to 13%, and shipments to the U.S. fell from 9% to 3%, indicating the company's strategic adjustments in response to changing global demand dynamics.

Company Overview: Petrobras reported its fourth-quarter sales figures for oil, gas, and derivatives.
Sales Volume: The company achieved sales of 3.4 million barrels per day (bpd) during this period.
- Legitimacy of Transactions: The Namibian government stated that the offshore license transactions by TotalEnergies and Petrobras will not be recognized until the formal approval process is completed, emphasizing that any unapproved transactions are invalid, which could expose the companies to legal risks.
- Equity Acquisition Details: TotalEnergies and Petrobras agreed to acquire a 42.5% interest in the PEL104 exploration license from Maravilla Oil and Gas and Eight Offshore Investments Holdings, but failed to notify the Namibian Ministry of Energy in advance, violating legal requirements.
- Regulatory Reform Context: The Namibian government is advancing plans for its first oil production while reshaping oversight of its energy sector, with recent amendments to petroleum legislation establishing a new upstream regulatory body and tightening conflict-of-interest rules and fiscal transparency.
- Approval Process Impact: TotalEnergies indicated that the deal remains subject to approval by Namibian authorities, and failure to meet all statutory requirements could hinder its oil and gas development plans in Southern Africa, delaying project progress.
- Acquisition Agreement: TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL104 exploration license from Eight Offshore Investments Holdings and Maravilla Oil & Gas, further solidifying its market position in Namibia.
- Block Size: The PEL104 block spans approximately 11,000 square kilometers, with TotalEnergies operating alongside Petrobras, which holds 42.5%, Namcor with 10%, and Eight retaining 5%, indicating a strategic collaboration in the region.
- Energy Strategy Expansion: This acquisition is part of TotalEnergies' broader strategy to expand its exploration and development capabilities in Namibia, following its previous acquisition of a 40% interest in the PEL83 license, reflecting its commitment to diversifying energy resources.
- Low-Carbon Project Exploration: In addition to exploration activities, TotalEnergies operates 43 service stations in Namibia, making it the fourth-largest fuel distributor in the country, while actively exploring opportunities for low-carbon projects, demonstrating its commitment to sustainable energy transformation.





