Paula Kovarsky＆TeamitaúBBafirt-Place外观：2总出场：7
团队首次亮相：2009年
连续第二年，Paula Kovarsky.引导她的ItaúBBA船员首先放在这个名单上，并在电动和其他公用事业阵容上追溯到亚军位置。这三个分析师在这种空间中跟踪14个名称赢得了提供全面优质服务的好评。“他们正在及时在他们的关键事件的覆盖范围内，有识别的影响分析和对后续问题的响应，”宣布一笔货币经理。Much of the group’s focus over the past year has been on Brazil’s Petróleo Brasileiro, or Petrobras, the state-controlled integrated energy giant ensnared in an ongoing corruption scandal known as Lava Jato, or Car Wash. Kovarsky and her cohorts produced multiple reports on several scenarios, including impacts from the 2014 presidential and general elections in Brazil and the kickback investigations. “Last year was hugely impacted by elections in Brazil, and this explains the huge volatility on Petrobras in particular,” says the 41-year-old analyst. “In March we warned the market about an alternative solution to the ‘consensus capital increase view,’ the likelihood of audited financials being issued on time and the possibility of larger [capital expenditure] cuts.” Specifically, she adds, “we calculated $135 billion for five years and were the first to call for 2.8 [million barrels per day] of domestic oil production by 2020, advising the market to reduce their shorts [or] underweights on the name.” Itaú’s team is also sticking with its strong bet on the ability of Brazil’s Ultrapar Participações to survive turbulent waters, based on the fuel distributor’s “strong management and corporate governance, predictability and resilience,” explains Kovarsky, who has moved on from sell-side research. She left Itaú to become investor relations director for Brazilian agricultural conglomerate Cosan in June.