Reports
| Date | Report | Type |
|---|---|---|
| 26/11/2020 | Grupo Financiero Galicia 3Q 2020Mixed results in 3Q20. Positive YoY comparison, but below 2Q20 results |
Equity Report |
| 24/11/2020 | Aluar 1Q 20/21Aluar disclosed slightly lower than expected results led by aluminum production and export declines in line with the global pandemic |
Equity Report |
| 24/11/2020 | Supervielle 3Q20Lower earnings in 3Q20 |
Equity Report |
| 19/11/2020 | PAMPA 3Q20Still great uncertainty ahead |
Equity Report |
| 18/11/2020 | Argentina Equity MarketDomestic stocks continued their gentle upward slope |
Equity Weekly Report |
| 18/11/2020 | Argentina Fixed Income MarketArgentine bonds showed some recovery during the last week, after a more "orthodox" turn by the government. In this sense, the commitment to reduce the monetization of the deficit via monetary issuance and the successful placements of bonds contributed to take pressure off the ‘blue chip swap’ market, mitigating uncertainty momentarily. The international scenario also helped, both due to the US elections and the positive news about the Covid vaccine that produced a “risk on” effect and contributed to the positive performance of emerging markets in general. |
Fixed Income Weekly |
| 17/11/2020 | Holcim 3Q20After being strongly affected by the severe lockdown on top of a 24 month recession, Holcim rebounds this quarter.. |
Equity Report |
| 16/11/2020 | TGS 3Q 2020Operating improvements |
Equity Report |
| 12/11/2020 | LOMA NEGRA 3Q 2020Despite being strongly hurt by the 8 months lockdown, Loma Negra managed to further improve EBITDA margin and its financial position due to Iguazú Cementos sale. |
Equity Report |
| 12/11/2020 | YPF 3Q 2020Some shiny lights ahead |
Equity Report |
| 11/11/2020 | Argentina Fixed Income MarketArgentine bonds showed some recovery during the last week, after a more "orthodox" turn by the government. In this sense, the commitment to reduce the monetization of the deficit via monetary issuance and the successful placements of bonds contributed to take pressure off the ‘blue chip swap’ market, mitigating uncertainty momentarily. The international scenario also helped, both due to the US elections and the positive news about the Covid vaccine that produced a “risk on” effect and contributed to the positive performance of emerging markets in general. |
Fixed Income Weekly |
| 11/11/2020 | Argentina Equity MarketDomestic stocks reflect an improved scenario |
Equity Weekly Report |
| 11/11/2020 | TERNIUM 3Q 2020Ternium Argentina showed a lower net result than a year ago, due to decreases in volumes sold and in results of investments in associated companies. |
Equity Report |
| 04/11/2020 | Argentina Equity MarketStrong correction reflecting local and international issues, some recovery though |
Equity Weekly Report |
| 04/11/2020 | Argentina Fixed Income MarketArgentine bonds continued to trade in very negative territory, with IRRs around 16% in the short end of the curve and showing an inverted slope. The context of a loss in confidence, added to BCRA' bond sales in the secondary market with the aim of narrowing the exchange gap continued to negatively impact the dollar curve. We believe that, to maintain a sustainable path of low country risk, the government will need to undertake structural reforms and direct fiscal and monetary policies. |
Fixed Income Weekly |