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行业 - 医疗保健:第一

    JoãoCarlosDos Santos&Team
    BTG PACTUAL.
    一场出场:2

    总出现:4

    团队首次亮相:2008年

    2011年,当这一部门返回调查后,在缺席两年后,圣保罗JoãoCarlosDos SantosLED将BTG PACTUAL船员到第二位。一年后,桑托斯和他的助理在上面 - 这就是他们今年再次降落的地方。Covering seven companies, with plans to add two more in the months ahead, the analysts earn praise for their October downgrade of Brazil’s OdontoPrev from neutral to sell, at 11.10 reais, on concerns about “fiercer competition from integrated health plan operators and sluggish market growth,” according to their report. By mid-July the dental benefits company’s stock had slid 20.1 percent, to 8.87 reais, and it remains sell rated. The duo is generally cautious going forward, with a few exceptions. They like Chile’s CFR Pharmaceuticals, a drug developer deemed a bargain in early July at 115.90 Chilean pesos, especially as it accrues benefits from its 2012 acquisition of Colombian rival Laboratorio Franco Colombiano Lafrancol. Santos, 33, “keeps his thumb on the pulse of the industry,” cheers one satisfied client. —本马特林


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