Industries – Transportation: Third

Debuting at No. 3 is Itaú BBA’s Renata Faber, who also claims the top spot in Capital Goods. She downgraded Tegma Gestão Logística from outperform to market perform in April, at 30.49 reais, on poor earnings visibility in its logistics division. By mid-July shares of the São Bernardo do Campo–based trucking and freight operator had tumbled 20.6 percent, to 24.20 reais; during the same period the sector declined by 14 percent. Based in São Paulo and reporting on nine companies, Faber is deemed “helpful because of her insights and wide array of contacts,” in the words of one investor. Looking ahead, she recommends Belo Horizonte–based Localiza Rent a Car, owing in part to an anticipated rise in demand when Brazil hosts the FIFA World Cup soccer championships beginning in June 2014.— Ben Mattlin