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Jon Lewis

Research Analyst at JL Capital

Jon Lewis is a Research Analyst at JL Capital, focusing on real estate and Latin American equities, with coverage of companies such as Gafisa. While details about his broader performance track record, credentials, and previous employment are not publicly available, he is noted for his analytical inquiries into operational and financial metrics of covered firms. Lewis has participated in sector-specific conference calls and research, but specific rankings, licensing, or notable recognitions have not been verified. His career timeline and professional certifications remain undisclosed in public sources.

Jon Lewis's questions to Gafisa (GFASY) leadership

Question · Q1 2023

Jon Lewis from JL Capital inquired about Gafisa's current sales cancellation levels and its outlook for cancellations in the upcoming quarters.

Answer

CEO Sheyla Resende explained that cancellation levels have been improving and are lower than a year ago, a trend supported by net sales growing faster than gross sales. She attributed this positive development to the company's strategic focus on a high-end portfolio, which enhances credit qualification and pricing power. While expressing confidence in further improvement, Resende did not provide specific quantitative guidance for future cancellation rates.

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