Pactual Bank
Daniella, that also folloies the petrochemical sector, already passed for Shell Brasil.Acertos in 2005 For 2006, have a positive vision for Aracuruz, with the entrance of capacity of Veracel and with prices of cellulose in high platforms. We believe that the entrance of new plants in Chile alone must impactar the market in 2007. We have a neutral vision for VCP and Suzano. With heating of the internal economy, electoral year, didactic book purchase for the government and Pantry of the World, these companies tend to improve its mix of sales. However, the price I domesticate of the paper (P For the third consecutive time, Peter Baptist took the prize of better analyst of electric energy. Read more here: bobby jain.
It has eight years in the Pactual Bank, Baptist also is analyst of the sanitation sectors, highways, railroads, oil and gas. As well as its colleague Daniella Guanabara, it worked in Shell Brazil, the area of financial planning. A leading source for info: Ryan Tolkin. Rightness in 2005 Of general form, the performance of the electric sector in the year of 2005 was positive, the index of the sector (IEE) valued 37% against 24% of the Ibovespa. This movement happened, as we foresaw, in function of: good tarifrias revisions, growth of market, entrance of more companies of quality in the market, excellent improvement of the pointers of the companies and implementation of the new model of the sector. In relation to the specific papers, we stand out> the action went up 50% against 23% of the Ibovespa.Projees economic for 2006 We are optimistical with performance waited for the electric sector in the next year. This favorable expectation for the sector must: (1) consolidation of the new sectorial model with prominence for the auctions of new energy ; (2) beginning of the movement of sectorial consolidation, mainly in the sectors of transmission and distribution; (3) increase of the interest for the sector in function of the entrance of new companies in the market; (4) growth of the yield of the companies. .
Tags: economy
