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Energias do Brasil-Continued Cost Control, Resilient EBITDA, and Strong Bottom Line-2Q09 Conf Ca... Santander ShortTrack-Short Interest in Brazilian Equities and Latin American ADRs Santander PairTrades-STOP GAIN LONG ALLL11 / SHORT CCRO3 LatAm Credit: Mexican Homebuilders 2Q09 - Building Credibility Cementos Argos-Strong 2Q09 EBITDA Growth despite Weak Top-Line Growth Brazil :Ibovespa Rebalance-Preview of Ibovespa Index, Theoretical Portfolio Rebalance VALE-2Q09 Results: Even Weaker Than Expected; Stock Should React Negatively Telesp Part -2Q09 Results below Expectations Across the Board LAN-2Q Results Weak as Expected but Better Days to Come; Conference Call Highlights VIVO-2Q09 Results: Good Set of Results, Maintaining the Sector Lead in Margins Romi-Weak 2Q09; Better-than-Expected Results Suggest a Positive Trend for 2H09 Brazilian Homebuilders 2Q09 Preview: Sales and Earnings to Bounce Brazil Pre-Salt Watch 16 -Fact vs. Fiction Regarding Pre-Salt Potential Brazil Utilities-2Q09 Preview - Testing Defensiveness II Brazil Central Bank Monthly Report-June: Back on Track Brazil Education-2Q09 Preview: Not a Trigger; Expecting Neutral Results Lojas Renner-2Q09 Results Meet Expectations, Confirm Sequential Improvement Santander Pair Trades-Trade Idea: Long GGBR4/ Short DURA4 Gafisa-Overhangs Persist; Upside Seems to Lie in Tenda Siderar-Ternium Mexico at a Discount and Argentina for Free; Upgrading to Buy Sabesp-Introducing 2010TP - Finally, a Rate Methodology; Upgrading to Buy. TGS:Downgrading in the Absence of Clear Triggers: Introducing YE2010 TP SANTANDER SHORTTRACK JULY 2009:Short Interest in Brazilian Equities and Latin American ADRs... Brazil Healthcare-A Weak 2Q on the Pressured Loss Ratios; DASA Is the Highlight Again Brazilian Income Properties:2Q09 Preview: Offices to Outperform Malls for the First Time in Quarte... Usiminas-Weaker-Than-Expected 2Q09 Results; Positive Guidance in Conference Call Almacenes Exito-Better-than-Expected 2Q09 Results Lupatech Banco Compartamos-Raising EPS Estimates; Introducing YE2010 Target Price BRAZILIAN MOBILE-Endurance Test; Downgrading TSU, Introducing YE2010 Target Prices Brazil Strategy-Buy Domestic Cyclicals and Embark on Another Long-Lasting Cycle Net Servicos-2Q09 Results: A Reasonable Quarter Chile AFPS Asset Allocation-Divestitures in Local Equities; Expect to See Changes in July Sul America-Time for the Turning Point; Introducing YE2010 Target Price Localiza-The Good Old Days Could Be Back; Introducing 2010 Target Price ALL- Released 2Q09 Volume and EBITDA Results: Basically In Line with Estimates Southern Copper-2Q09 EBITDA In Line; Lower Costs and Higher Copper Price Drive QoQ Improvem... Usiminas-Buy Exposure to Brazil at Attractive Valuation; Upgrading to Buy Brazil Infrastructure & Logistics:2Q09 Previews: A Challenging Quarter Natura-2Q09 Results: Continued Expansion in Brazilian and Latam Markets LATAM AEROSPACE 2Q09 Preview: A Weak Quarter for Most of the Players SANTANDER SHORTTRACK JULY 2009:Short Interest in Brazilian Equities and Latin American ADRs.. Lojas Renner:Non-Deal Road Show Highlights: Cautious Optimism Rossi Residencial-Catch-22: Upside Seems Pegged to Profitability/Growth Improvements Brazilian Income Properties-YE2010 Target Prices; Updating Estimates, Upgrading CCP BRAZILIAN HEALTHCARE UPDATE-New Stricter Rules on Group Plans SANTANDER PAIR TRADES JULY 2009:Trade Idea: Long ALLL11/ Short CCRO3 LATAM INDUSTRIALS 2Q09:2Q09 Preview: Tough Quarter, but Some Positive Results BM&F BOVESPA:A Cause for a Pause FLASHNOTE-PAIR TRADES:STOP LOSS LONG VALE5 / SHORT GGBR4 GRUPO NACIONAL DE CHOCOLATES:Fully Valued; Downgrading to Underperform FLASHNOTE-CBD Acquires Remaining 40% Stake In Assai SANTANDER PAIR TRADES JULY 2009:Trade Idea: Long BBDC4/Short BBAS3 RODOBENS NEGOCIOS IMOBILIARIOS:Brazilian Growth with Mexican-Like Cash Cycle? Initiating ... Petrobras Energia: Discounted Valuation: Upgrading to Buy, Introducing YE2010 Target Price KLABIN-Not the Way to Play the Brazil Story-Downgrading to Underperform Chile Strategy-Pension Funds Now Have a Lot More Room to Invest in Equities ShortTrack Flashnote:Klabin Segall's Short Interest Reached Historical Maximum EGB Weekly, 7/10/09 Santander ShortTrack-Short Interest in Brazilian Equities and Latin American ADRs Cresud-Expensive, despite Some Optimism Flourishing; Introducing YE2010 Target Price Latin America: Post-Crisis External Adjustment Appears Nearly Complete Flashnote: SONDA: Launches Tender Offer for Quintec LatAm Credit: Pemex vs. UMS Spreads -- Relatively Cheap Brazil Pre-Salt Watch:A Dry Hole in a Pre-Salt Block? Yes, Guarani Well on BMS-22 Dufry South America:Fine-Tuning Estimates Based on FX and Introducing YE2010 Target Price METALS MOVERS & SHAKERS-2Q Outlook: Copper the Winner-Steels the Losers Flashnote: OdontoPrev-Agreement with Magazine Luiza: Positive for Retail Segment Brazil Healthcare -Resilient Against Crisis? We Believe So-a Look at the ANS Quarterly Data CPFL: Premium Utility at a Favorable Entry Point; Upgrading to Buy SHORTTRACK FLASHNOTE-COPASA'S SHORT INTEREST INCREASED 173% IN 11 DAYS SANTANDER SHORTTRACK-Short Interest in Brazilian Equities and Latin American ADRs The LatAm Funds & Flows-Inflows to LatAm Continue; Equity Issuances Absorbing Flows SUZANO-Running Out of Paper-Downgrading to Hold and Introducing 2010 TP Ternium-Showing the Money-Upgrading to Buy and Introducing YE2010 TP BRAZILIAN FOOD COST AND PRICE TRENDS - 2Q09;Alexander Robarts SAO MARTINHO-Adjusting Estimates; Introducing 2010YE Price Target
