At current prices, Central Puerto (CEPU) continues to stand out, as most of its revenue is dollarized and has low dollar indebtedness. In addition, at current price levels, Transener (TRAN) due to the positive sector’s growth outlook and a positive cash position is also attractive. Companies with a greater weight in the MSCI index after Argentina’s reclassification as Emerging Market will also be favored, among which we highlight Telecom (TECO2).
Reporte
Equity Weekly Report