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JoaquínLey.
＆ 团队 |
| itaúbba. |
一场出场：1
总出场：6
团队首次亮相：2008年 |
ITAúBBA团队升起了一个梯级，以索取首次出现顶部 - 但领导者JoaquínLey.以前在这里，在2011年最近的桑坦德·桑坦德的船员到了1号四次。（墨西哥城的分析师去年离开了后一员。）Ley，40，他的三个伙伴跋涉28股股票。“We’ve had, generally speaking, a negative approach to the sector in the region over the last year, largely based on valuations that we did not believe were sustainable in the medium term and that were based on earnings estimates for which macro dynamics posed serious downside risks,” he explains. “While the sector has corrected lately and some investment opportunities are starting to arise on a selective basis, we continue to perceive it as expensive.” Among the select few the researchers recommend are Alsea, a Mexico-based operator of casual-dining restaurants and food distribution centers; and Chile’s S.A.C.I. Falabella, which operates department stores in its home country and in Argentina, Colombia and Peru. Ley also co-leads (with Gregorio Tomassi) a squad that claims a runner-up position for coverage of Mexico. —帕姆贝克 |
