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Morgan Stanley Names Top Stocks as Brazil’s Education Sector Faces Regulatory Changes
Morgan Stanley has identified top stocks in Brazil’s education sector, anticipating regulatory changes, enrollment growth, and improved macro conditions by 2026. The report highlights companies like Anima Educação, Cogna Educação, YDUQS, Afya, Vitru Educação, and Ser Educacional, detailing their strengths and positioning given the evolving market. Factors such as valuation, exposure to distance learning, operational leverage, and specialized program execution are considered in their outlook.