Sign in

    Marcelo Schwarz

    Director and Equity Research Analyst at BTG Pactual

    Marcelo Schwarz is a Director and Equity Research Analyst at BTG Pactual, specializing in Latin American financial sector research with a focus on banks and financial services companies. He covers major institutions such as Banco do Brasil, Itaú Unibanco, Bradesco, and Santander Brasil, and has been recognized for providing actionable investment insights with a strong track record in published earnings forecasts and sector reports. With over a decade of experience, Schwarz began his career at S&P before joining BTG Pactual in the mid-2010s, where he has become known for his expertise in regulatory analysis and credit risk assessment. Professionally, he holds securities analysis credentials and is noted for his in-depth market commentary and participation in global finance conferences.

    Marcelo Schwarz's questions to COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP (SBS) leadership

    Marcelo Schwarz's questions to COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP (SBS) leadership • Q2 2024

    Question

    Marcelo Schwarz asked about the current level of interaction with Equatorial, whether their team is already involved in the transition, and what approvals are needed for deeper collaboration.

    Answer

    Executive Caio Marcelo addressed the company's near-term operational focus by highlighting the implementation of a new commercial contract framework. He noted this new methodology, which includes a discount cap to secure the customer base, is a key priority expected to be finalized by March of the following year, indicating a focus on structural adjustments during the transition period.

    Ask Fintool Equity Research AI