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    Victor Mizusaki

    Senior Equity Analyst at Bradesco BBI

    Victor Mizusaki is a Senior Equity Analyst at Bradesco BBI, specializing in the coverage of capital goods and transportation sectors, with a focus on major Latin American industrial companies such as Embraer SA, Iochpe Maxion SA, and Ambipar. He ranked #3 in Capital Goods in Institutional Investor’s 2024 Brazil and LatAm Research Team awards and covers eight publicly listed companies, consistently participating in earnings calls and issuer events. According to TipRanks, Mizusaki has a documented analyst success rate of roughly 33% over recent ratings, though with a low average return, reflecting the challenging nature of the sectors he covers. He joined Bradesco BBI after previous experience in equity research and holds advanced research credentials; however, no public record of FINRA registration or U.S. securities licenses was found.

    Victor Mizusaki's questions to EMBRAER (ERJ) leadership

    Victor Mizusaki's questions to EMBRAER (ERJ) leadership • Q4 2024

    Question

    Victor Mizusaki of Bradesco BBI inquired about the 2025 EBIT margin guidance, questioning if it was conservative, and later asked when Embraer expects to resume dividend distributions.

    Answer

    CFO Antonio Garcia clarified that the EBIT guidance is based on a recurring 2024 EBIT margin of 7.6% and reflects market volatility. CEO Francisco Neto confirmed that Embraer is now qualified to pay dividends, subject to board and shareholder approval in April, and that the existing policy is to pay 25% of the year's net profit.

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    Victor Mizusaki's questions to EMBRAER (ERJ) leadership • Q2 2024

    Question

    Victor Mizusaki asked about the drivers behind the strong Q2 EBITDA margin, the potential for an upward guidance revision, and sought an update on reported negotiations for E-Jet orders with Brazilian airlines like LATAM.

    Answer

    CFO Antonio Carlos Garcia confirmed the company is tracking closer to the high end of its EBITDA guidance, despite some one-time effects in Q2. President and CEO Francisco Gomes Neto stated that while they are in discussions with many customers, there is nothing concrete to announce regarding new Brazilian orders, but he emphasized the E2's suitability for the market.

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    Victor Mizusaki's questions to IOCJY leadership

    Victor Mizusaki's questions to IOCJY leadership • Q4 2023

    Question

    Asked for the CapEx outlook for 2024, particularly related to the new forged aluminum wheels plant in Europe, and inquired about the timeline for the China operations to reach breakeven, given its current losses.

    Answer

    The executive stated that 2024 CapEx will be similar to 2023, with key investments in the European forged aluminum wheel plant (starting production in 2025) and capacity expansion in North America. Regarding China, the ramp-up is gradual and slower than initially expected due to market conditions, but they are gaining clients and expect to reach breakeven in 2025.

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