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Caio Ribeiro

Equity Research Analyst

JP Morgan

Caio Ribeiro is Head of J.P. Morgan´s LatAm Pulp & Paper team and a member of the LatAm Metals & Mining team. Caio joined J.P. Morgan in 2017 and has over 5 years experience on the sell-side covering Metals & Mining and Pulp & Paper in LatAm. He has been part of teams that have consistently ranked top-3 in the Institutional Investor´s LatAm survey for the past 3 years. Caio holds a degree in Economics and Sociology from Cornell University. He is fluent in Portuguese, Spanish and English.

Presentation

Finance Session: Cost Efficiency Even When Prices Are Rising? What is the View from the Finance Sector?

10:00
Day 1

Tuesday, 14 August, 2018

  • How are producers and suppliers balancing their books when pricing levels are still not reaching the heights to recover losses?
  • What impact has the consolidation in the market had on the balance sheet of producers? Will there be a long term impact or is it just a short term factor?
  • The catch-22: Digitalisation costs money, but saves money in the long run. How can businesses reconcile these two facts?
  • To what extent does partnership and consolidation increase liquidity in the short term?