In its report, the financial institution estimates that the company's role is the cheapest opportunity for the investor to enter the sugar and ethanol sector.
Analysts highlight the recent appre loan credit insurance ciation of the ethanol and sugar prices, which has not yet been assimilated by the assets of Cosan. The price of the company's role is at the lowest point of their multiples and the commodity cycle is again positive.
The two banks before the end of the harvest proximity in Brazil and how the monsoon ended with a number lower than the average in India, it is clear that the season between 2015 and 2016 "will be the first to record global deficit in sugar in seven years ".
On the other hand, even with the increase in prices, following ethanol compe loan credit insurance titive with gasoline. That price should remain at the same level next season. "We expect the second half brings upside for the price of Cosan", assess analysts.
