Industries: Technology, Media & Telecommunications – Third
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Industries: Technology, Media & Telecommunications – Third

Michel Morin & team Morgan Stanley


Morgan Stanley, which last appeared in the ranking as a runner-up in 2010, captures third place with a new team. The New York–based trio is captained by Michel Morin and currently reports on 11 companies, with plans to expand that roster. The analysts initiated coverage on Mexico’s Grupo Televisa in September 2011 with an overweight rating, at 47.87 pesos, primarily on valuation. The TV broadcaster’s shares had been unjustly punished, they argued, for the company’s decision to expand into mobile telecommunications. By mid-July the stock had rallied 21.7 percent, to N$58.26, and led the broad market by 15.1 percentage points. “This is a group with a lot of potential,” believes one buy-side supporter. — Ben Mattlin


RUNNER(S)-UP
Rizwan Ali, Miguel Garcia & team Deutsche Bank Securities
André Baggio & team J.P. Morgan
Valder Nogueira & team Santander



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