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2014年新兴EMEA研究团队:金属和矿业,第1号:杰森FairClough,Eduard Faritov&团队


    Jason Fairclough,
    德国法拉托夫
    & 团队
    美国银行
    Merrill Lynch.
    一场出场:1

    总出现:2

    团队首次亮相:2013年

    美国银行Merrill Lynch的九个人在方向下Jason Fairclough.德国法拉托夫第一次将一个梯级升至这个阵容。“我认为他们在智力上是精明的,”球队的一个粉丝鼓掌。根据分析师的说法,中国宏观经济研究了该地区的金属和采矿股的绩效,他在开普敦,约翰内斯堡,伦敦和莫斯科。“最近,中国房地产价格已经滚过,住房销售量减缓了。这是全球部门的一个关键驾驶员,中国消费大约50%的金属,“Fairclough解释,43.”因此,任何中国政府政策响应都将成为关键。“关于特定商品,他们预计铁矿石供应在近期延伸需求,而镍和铜的基本面“看起来更引人注目”。Bofa Merrill Team的部门最受欢迎的是俄罗斯MMC Norilsk镍,基地和贵金属矿业公司,是镍和钯生产的全球领导者。5月份,研究人员将其目标价格从20美元到25美元提高到25美元,即该股票将从持续的印尼镍出口禁令中受益 - 这一禁令导致镍效率强劲,占40%of the company’s revenue. Another catalyst for the stock is management’s commitment to paying a combined 40 percent dividend yield for three years, adds Faritov, 39. Fairclough joined Merrill Lynch & Co. a dozen years ago, after working as a mining engineer in Canada, Russia and South Africa for Kvaerner Metals and Davy International. He earned a bachelor’s degree at Queen’s University at Kingston in Canada and an MBA at the University of Chicago. Faritov graduated from INSEAD with an MBA and holds a master’s degree in economics and Oriental studies from Russia’s Far Eastern State University. He covered autos and transportation stocks at Renaissance Capital before landing at BofA Merrill in 2008. Previously, he was CFO and COO of drinks maker Russian Standard.