资源描述:
《汇丰银行全球化肥行业研究报告2010年》由会员上传分享,免费在线阅读,更多相关内容在学术论文-天天文库。
1、NaturalResources&Chemicals/GlobalFertilisers-EquityJune2010YonahWeisz*AnalystHSBCBankplc,TelAviv+97237101198yonahweisz@hsbc.comYonahWeisz,HSBC'sIsraelcountryanalyst,joinedthebankin2005.Hiscoveragehasfocusedprimarilyonagrochemical,conglomerate,andenergycompanies.Priortothis,hewaspartoft
2、heIsraeliandUKanalystteamsataglobalinvestmentbank.TheFertileCrescentAliaElMehelmy*AnalystHSBCSecuritiesEgyptS.A.E.,Cairo+20225298438TheFertileCrescentaliaelmehelmy@hsbc.comAliaElMehelmyjoinedHSBCSecurities,Egyptin2005asaCEMEAequitiesanalyst,focusingontheMiddleEastandNorthAfricanconstru
3、ction,fertiliserandbuildingmaterialssectors.Duringtheprevioustwoyears,sheworkedonthecementsector,aswellasthebuildingmaterialsandhouseholdappliancessectorsataleadingregionalbrokerageinEgypt.FundamentalstakeabackseatPedroHerreraAnalystHSBCSecurities(USA)Inc.,NewYork+12125255126pedro.herr
4、era@us.hsbc.comPedrojoinedHSBCin2005asasenioranalystintheLatinAmericaequityresearchteamcoveringFood,Agribusiness,andAlternativeEnergy.PedrohassignificantEmergingMarketsexperience,includingstintsatseveralglobalfinancialinstitutionscoveringadiversesetofproductareasandindustries.Priortowo
5、rkinginfinance,PedrowasamanagementconsultantfocusingonstrategicadvisoryNaturalResources&Chemicals/GlobalFertilisers-EquityservicesfortechnologytransferprojectsintothedevelopingmarketsofAfrica,Asia,CentralandEasternEurope,LatinAmericaandSincethestartof2010,fertilisersharesandagricultura
6、lfundamentalshavede-coupled.theMiddleEast.PedroholdsaBSinComputerSciencefromtheUniversityofNewOrleans,aMSinTechnologyManagementfromtheUniversityofMarylandandanMBAfromGeorgetownUniversity.Fertiliservolumesareup,butfromalowbase.IndiaandLatinAmericaareseeingmoreVictorGallianoplantingandhi
7、ghercropyields,whilehigherethanoluseandChineseimportscouldabsorbAnalystHSBCSecurities(USA)Inc.,NewYorkhighstocksofUScorn.Americanfarmersaremakingbreakevenprofits,whileBrazilian+12125255253victor.galliano@us.hsbc.comagriculturecontinuestogeneratehighreturns.VictorjoinedHSBCin2004.Hewa