andrea teixeira.＆teamj.p。MORGANFIRST-景观：6
总出场：15
团队首次亮相：1996年
连续第二年的1号是由纽约为基础的J.P.摩根剧团andrea teixeira.，谁今年出现在两个额外的名单上。在饮食和饮料她指导了一个队到第二名，她的医疗小组加上了亚军的位置。在这个空间，蒂西拉和她的五队队友由于他们的辛勤工作和客观的结论而在街上赢得了良好的声誉，“Avers One Portfolio Manager。投资者还将他们的见解融为于该部门的主要参与者及其预测准确性。涵盖了39个区域零售股，该团队对该部门持有混合观点。“We are optimistic on Mexico’s retailers, given evidence of a consumption pickup driven by real-wage increases, formalization and favorable demographics,” advises Teixeira, 41. “On the other hand, we are cautious on Brazil retail, given increased unemployment, lower consumer and business confidence, and higher interest rates, which are curbing consumption. In the Andeans consumption has been decelerating — yet we are positive on the Chilean retailers, which continue to execute well despite the top-down challenges.” Accordingly, the researchers are urging investors to buy top picks Liverpool in Mexico and Lojas Renner of Brazil. They elevated department store operator Liverpool to overweight from neutral in June 2014 and have kept the bullish rating ever since. Its stock had jumped 30.9 percent, to 192.99 pesos, by the middle of last month, outpacing the regional sector by 24.5 percentage points. The team forecasts a further increase to 207 pesos. Clothier Lojas Renner saw its rating likewise bumped to overweight in February. Despite their circumspection on the domestic market, the analysts believe that solid retail execution and a strong value proposition for Renner’s customers should enable it to continue to outperform. They assign the shares a price objective of 139 reais, which implies a 22.3 percent upside to their value in mid-July. At that time, Renner had already soared 40.8 percent since their rating upgrade, against the 9.5 percent gain by Latin America’s retailers overall. “I like the color they include in their notes, and discussions with them are really interesting,” remarks another admirer.