Construction entrepreneurs are more confident, this reaction increases employability in construction companies and industries in the industry.
Construction businessmen are more confident. The download on the expected number of jobs increased from 37 points to 45.7 points to 46.6 points.
Investors in the construction sector started the year more optimistic than last year, although still suspicious of expectations for the economy.
The improvement continues below the 50-point dividing line, which separates trust from lack of confidence, as did the same with CNI indices that follow the same dynamic.
There was an increase in investment intentions that increased from 25.9 points at the end of last year to 27.7 points this month. Even so, it remains well below the historical average of 35.2 points. The index ranges from zero to one hundred points. The higher the indicator, the greater the propensity for investments.
The sector operated the last quarter of last year with 44% of the equipment and staff stopped. The utilization of operating capacity was 56% for the third consecutive month.
JP Morgan believes that the Selic reduction will stimulate the issuance of real estate credit securitization products, such as the Real Estate Letter of Credit (LCI) and the Real Estate Receivables Certificate (CRI), aimed at the qualified investor. Rising interest in this market would stimulate real estate lending as a whole.
The construction sector is buoyed by the expectation that interest rates will drop further by the end of the year. New launches at the plant are likely to return in the second half, according to developers, along with more than 200,000 jobs lost.
Based on the numbers of the largest listed companies, JP Morgan estimates that inventories total 24 months today, totaling R $ 23.4 billion in real estate market value. The problems are concentrated in the medium- and high-income sectors - where stocks are between 35 and 40 months, versus 15 months two years ago. In the case of low-income companies (mainly MRV and Direcional), they are 13 months.
There is no doubt that the fall in interest rates has favored an improvement in the market, but this alone does not accelerate real estate purchases. Investors need to reapply in the sector to increase employability later - says Márcio Pereira, CEO Latam United HR.
For Márcio Pereira CEO of United HR, a company that advises executives in career development, if the prospects come true, the sector will have "a certain relief" throughout this year, due to the large layoffs of the construction sector due to Lava-Jato and the high interest rates of the real estate market.
According to Márcio Pereira, United HR CEO Latam, the 230,000 jobs that have been extinguished in recent years are expected to return, the industry's reaction has a cascade effect on the economy. Almost all industries end up supplying for construction. More than 130 industries serve the real estate market and only with domestic production, because we do not have to import. It is an inducer of development.
Marcio Andrade, Projects Manager of Grupo ASSA ABLOY Brasil, participated in a process of career coaching with the team of United HR Management Partners, prior to their relocation earlier this year. "I felt I would have my chances of being relocated, and with guidance and guidance from the United HR team, I prepared myself to face the challenges," said Marcio Andrade.
Antes desta recolocação o executivo atuou em diferentes setores como EMS (farmacêutica), BRASTEC (petróleo e energia), JARAGUÁ, MCM (engenharia mecânica e industrial), Andrade Gutierrez, Galvão Engenharia e encontrou na ASSA ABLOY Brasil um desafio motivador.