Foreign capital flows and corporate decisions shape the week

Between August 31 and September 4, 2026, readings focused on two main fronts: on one side, the rescheduling of Ambipar’s creditors’ meeting; on the other, new foreign capital moves in listed companies. The concession of Rota Mogiana put Azevedo & Travassos on the radar, while updates to Goldman Sachs’s stake in Marcopolo, BlackRock’s in Lojas Renner and Morgan Stanley’s in C&A rounded out the list with a focus on retail and industry.

1. Ambipar (AMBP3) announces new date for creditors’ meeting — Meeting on September 1, 2026 will be held on second call, with no minimum quorum
2. Azevedo & Travassos (AZEV3) records concession of Rota Mogiana — Concession contract is signed with the State of São Paulo after conditions precedent
3. Goldman Sachs reaches 5% of Marcopolo (POMO4) — Holding involves 47.25 mn common shares and physically settled derivatives
4. BlackRock reaches 10% of Lojas Renner (LREN3) — The asset manager now holds 101.6 mn common shares and 32.2 mn in derivatives
5. Morgan Stanley reaches 5% of C&A (CEAB3) — The asset manager now holds 14.7 mn common shares and associated derivatives