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Are Brazilian Sugar Expectations Too High?
Monday, July 6, 2015 - 3:31pm | 384In a report rolled out Monday, Morgan Stanley’s Latin America Agribusiness analysts Javier Martinez de Olcoz Cerdan, Rodrigo Mugaburu and Lee Jackson looked into the Brazilian sugar market and its prospects for 2015 and 2016. The experts concluded that, according to their projections,...
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UPDATE: Morgan Stanley Reiterates On Adecoagro SA On Model Update
Wednesday, July 2, 2014 - 8:55am | 106In a report published Wednesday, Morgan Stanley analyst Javier Martinez de Olcoz Cerdan reiterated an Overweight rating on Adecoagro SA (NYSE: AGRO), but lowered the price target from $13.30 to $12.90. In the report, Morgan Stanley noted, “AGRO has re-rated since its lows of July 2013, but it has...
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UPDATE: Morgan Stanley Reiterates On Grana y Montero SAA On Valuation Opportunity
Tuesday, June 10, 2014 - 10:01am | 110In a report published Tuesday, Morgan Stanley analyst Javier Martinez de Olcoz Cerdan reiterated an Overweight rating on Grana y Montero SAA (NYSE: GRAM), but lowered the price target from $24.33 to $21.10. In the report, Morgan Stanley noted, “Underperforming for the first time in years: It...
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UPDATE: Morgan Stanley Reiterates On Sociedad Quimica y Minera de Chile As Uncertainty Remains
Wednesday, May 21, 2014 - 9:41am | 105In a report published Wednesday, Morgan Stanley analyst Javier Martinez de Olcoz Cerdan reiterated an Equal-Weight rating on Sociedad Quimica y Minera de Chile (NYSE: SQM), but removed the $33.00 price target. In the report, Morgan Stanley noted, “EBITDA was slightly ahead of consensus largely on...
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Morgan Stanley Sees Good End to FY2013 for Adecoagro SA
Friday, March 21, 2014 - 9:59am | 92In a report published Friday, Morgan Stanley analyst Javier Martinez de Olcoz Cerdan reiterated an Overweight rating and $13.30 price target on Adecoagro SA (NYSE: AGRO). In the report, Morgan Stanley noted, “Adj. EBITDA of US$ 66 mn was in line with ours/consensus estimate. Net income was...
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UPDATE: Morgan Stanley Reiterates on Sociedad Quimica y Minera de Chile as Uncertainty Remains
Wednesday, March 5, 2014 - 10:34am | 103In a report published Wednesday, Morgan Stanley analyst Javier Martinez de Olcoz Cerdan reiterated an Equal-Weight rating on Sociedad Quimica y Minera de Chile (NYSE: SQM), but removed the $30.00 price target. In the report, Morgan Stanley noted, “SQM reported better than expected results in a...