摩根大通：南美农业行业研究报告2009年10月

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Table of Contents
Summary...................................................................................4
Structural Views ..........................................................................................................4
The Next Twelve Months ............................................................................................6
Stock Picks...................................................................................................................7
Commodity Price Outlook and Hedging.................................8
J.P. Morgan Soft Commodities Strategy......................................................................8
Cosan .........................................................................................................................10
BM&F Bovespa .........................................................................................................11
Farming ...................................................................................13
Panel Discussion ........................................................................................................13
SLC Agricola Presentation ........................................................................................17
DTN Consulting Presentation ....................................................................................19
Who is the typical farmer in Brazil? ..........................................................................22
Farmland Panel.......................................................................24
Logistics..................................................................................27
Panel Discussion ........................................................................................................27
ALL Presentation.......................................................................................................34
Ultrapetrol Presentation .............................................................................................35
Wilson, Sons Presentation .........................................................................................38
Financing ................................................................................40
Banco do Brasil Presentation .....................................................................................40
Farmers’ View of Financing ......................................................................................45
Fertilizer ..................................................................................49
ANDA Presentation ...................................................................................................49
Amazon Mining Presentation ....................................................................................52
Heringer Presentation.................................................................................................55
Yield.........................................................................................57
Chemicals / Defensives..............................................................................................57
Seeds..........................................................................................................................58
Sugarcane...................................................................................................................60
AGCO Presentation ...................................................................................................61
Farmers’ View of Technology ...................................................................................63
Sugar & Ethanol......................................................................66
Thoughts on Sugar .....................................................................................................66
Panel Discussion ........................................................................................................67
Cosan Presentation.....................................................................................................70
Protein (Beef/Poultry).............................................................72
Brasil Foods Presentation ..........................................................................................72
Minerva Presentation .................................................................................................74
Panel Discussion ........................................................................................................75

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：行业研究报告 研究报告 农业行业 摩根大通 行业研究 研究报告 行业 农业 摩根大通 南美